# FORWARD PLAN IFA LIMITED (07837873)

> FORWARD PLAN IFA LIMITED is an active private limited company (company number 07837873) incorporated on 7 November 2011, registered in Hawkinge Folkestone. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 30 April 2026, showing net assets of £72k and cash of £65k, with 4 employees on average. Net assets rose 25% on the prior period (£57k). Across the last 3 periods on record the net-asset trend is volatile.

- Status: Active
- Incorporated: 2011-11-07
- Registered office: Hawkinge Folkestone, CT18 7TQ
- SIC 70221: Financial management
- Next accounts due: 2028-01-30
- Confirmation statement due: 2026-11-21
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 275 comparable companies in Kent (median £4,880, upper quartile £36k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2026-04-30 | £72k | £65k | £39k | — | — | — | 4 |
| 2025-04-30 | £57k | £71k | £11k | — | — | — | 5 |
| 2024-04-30 | £65k | £77k | £6,825 | — | — | — | 6 |

net assets trend volatile; size band micro.

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

- Net assets above zero: Net assets £71,758 at 30 April 2026
- Net assets up 10% or more on the prior period: +24.8% vs prior period
- Cash at bank of £50,000 or more: Cash £65,454
- Three or more accounting periods on record: 3 periods on record
- Incorporated five or more years ago: Incorporated 7 November 2011

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

## Persons with significant control

- August Group Limited (corporate-entity) — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2026-05-01

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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/07837873
HTML: https://firmoscan.com/company/07837873-forward-plan-ifa-limited