£681k
+4%vs May 2024ActiveSC450460Private limited companyEdinburgh
DALBEATH FINANCIAL PLANNING LTD
Significant control: Wendy Cochran (25–50%), Matthew John Harris (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Other activities auxiliary to insurance and pension funding (SIC 66290). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
DALBEATH FINANCIAL PLANNING LTD is an active private limited company (company number SC450460) incorporated on 21 May 2013, registered in Edinburgh. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 31 May 2025, showing net assets of £681k and cash of £120k, with 2 employees on average. Net assets rose 4% on the prior period (£657k).
Peer position · net assets
By net assets it sits in the top quarter of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).
02
Ownership and control
- Mrs Wendy Cochran
- owns 25–50% of shares
- Mr Matthew John Harris
- owns 25–50% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 21 May 201313 yrs ago
- Next accounts due
- 28 February 2027in 127 days
- Confirmation statement due
- 4 June 2027in 223 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£120k
−2%vs May 2024Not reported
2
No changevs May 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 May 2025 | £681k | £120k | £480 | — | — | — | 2 |
| 31 May 2024 | £657k | £123k | £519 | — | — | — | 2 |
Cash per employee£60kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £680,995 at 31 May 2025
- Cash at bank of £50,000 or moreCash £119,898
- Incorporated five or more years agoIncorporated 21 May 2013
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 223 days
- Next accounts duein 127 days
- Accounts period endNet assets £681k · small accounts
- Accounts period endNet assets £657k · small accounts
- Incorporated
08
Similar companies in Edinburgh
- CALLIDUS WEALTH MANAGEMENT LTDEdinburgh · inc. Aug 2013
- HBR FINANCIAL SERVICES LIMITEDDalkeith · inc. Oct 2013
- BUILDSTORE INSURANCE SERVICES LIMITEDLivingston · inc. Nov 2013
- SELECT WEALTH MANAGERS LTD.Livingston · inc. Feb 2014
- SIMPATICO FINANCIAL PLANNING LIMITEDPathhead · inc. Mar 2014
- PT ACTUARIAL LIMITEDEdinburgh · inc. May 2014
All companies incorporated on 21 May 2013 · in May 2013.
09
Reminders for DALBEATH FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.