# ABACUS WEALTH PLANNING LTD. (02061670)

> ABACUS WEALTH PLANNING LTD. is an active private limited company (company number 02061670) incorporated on 6 October 1986, registered in Brentwood. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2026, showing net assets of £269k and cash of £136k, with 7 employees on average. Net assets rose 24% on the prior period (£217k). Across the last 3 periods on record the net-asset trend is rising.

- Status: Active
- Incorporated: 1986-10-06
- Registered office: Brentwood, CM14 4DB
- SIC 64999: Financial intermediation not elsewhere classified
- SIC 65110: Life insurance
- SIC 65300: Pension funding
- Next accounts due: 2027-12-31
- Confirmation statement due: 2027-10-20
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 638 comparable companies in Essex (median £8,016, upper quartile £62k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | £269k | £136k | £39k | — | — | — | 7 |
| 2025-03-31 | £217k | £92k | £49k | — | — | — | 9 |
| 2024-03-31 | £186k | £60k | £49k | — | — | — | 8 |

net assets trend rising; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £268,751 at 31 March 2026
- Net assets up 10% or more on the prior period: +23.7% vs prior period
- Cash at bank of £50,000 or more: Cash £135,518
- Three or more accounting periods on record: 3 periods on record
- Incorporated five or more years ago: Incorporated 6 October 1986

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr Adrian Pope — owns 25–50% of shares, since 2016-07-23
- Mr Paul Stephen Moisey — owns 50–75% of shares; holds 50–75% of voting rights, since 2024-05-01

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/02061670
HTML: https://firmoscan.com/company/02061670-abacus-wealth-planning-ltd