£1.61m
+20%vs Dec 2024ActiveSC559646Private limited companyLanark
RTB WEALTH PLANNING LIMITED
Significant control: Valerie Jane Barr (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
RTB WEALTH PLANNING LIMITED is an active private limited company (company number SC559646) incorporated on 7 March 2017, registered in Lanark. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest group accounts cover the period ending 31 December 2025, showing net assets of £1.61m and cash of £1,417, with 16 employees on average. Net assets rose 20% on the prior period (£1.35m).
Peer position · net assets
By net assets it sits in the top quarter of 92 comparable companies in Glasgow (median £12k, upper quartile £59k).
02
Ownership and control
- Mrs Valerie Jane Barr
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
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
- 7 March 20179 yrs ago
- Next accounts due
- 30 September 2027in 342 days
- Confirmation statement due
- 21 March 2027in 149 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Group
- Size band
- SmallCompanies Act thresholds
05
Financials
£1,417
No changevs Dec 2024Not reported
16
−6%vs Dec 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | £1.61m | £1,417 | — | — | — | — | 16 |
| 31 December 2024 | £1.35m | £1,421 | — | — | — | — | 17 |
Cash per employee£89Cash ÷ 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 £1,614,208 at 31 December 2025
- Net assets up 10% or more on the prior period+19.8% vs prior period
- Incorporated five or more years agoIncorporated 7 March 2017
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
- Next accounts duein 342 days
- Confirmation statement duein 149 days
- Accounts period endNet assets £1.61m · group accounts
- Accounts period endNet assets £1.35m · group accounts
- Incorporated
08
Similar companies in Glasgow
- LOCKHART WEALTH PROTECTION LIMITEDHamilton · inc. Mar 2017
- PRUINVEST LIMITEDGlasgow · inc. Mar 2017
- DALE GOODWIN LIMITEDAirdrie · inc. Jan 2017
- TOG CAPITAL LTDGlasgow · inc. May 2017
- HOME LOAN SERVICES (GLASGOW) LIMITEDGlasgow · inc. Jun 2017
- STERLING WEALTH LIMITEDGlasgow · inc. Jul 2017
All companies incorporated on 7 March 2017 · in Mar 2017.
09
Reminders for RTB WEALTH PLANNING LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.