# CREATIVE PLANNING (SW) LIMITED (09103223)

> CREATIVE PLANNING (SW) LIMITED is an active private limited company (company number 09103223) incorporated on 26 June 2014, registered in Truro. Its registered activity is management consultancy activities other than financial management (SIC 70229). Latest small accounts cover the period ending 30 June 2025, showing net assets of £58k and cash of £77k, with 2 employees on average. Net assets rose 50% on the prior period (£39k).

- Status: Active
- Incorporated: 2014-06-26
- Registered office: Truro, TR1 2DP
- SIC 70229: Management consultancy activities other than financial management
- Next accounts due: 2027-03-30
- Confirmation statement due: 2027-07-10
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 22,678 comparable companies in Other (median £4,597, upper quartile £35k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | £58k | £77k | £5,816 | £25k | — | — | 2 |
| 2024-06-30 | £39k | £49k | £6,432 | £17k | — | — | 2 |

current ratio 3.28; size band micro.

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

- Net assets above zero: Net assets £58,087 at 30 June 2025
- Net assets up 10% or more on the prior period: +49.8% vs prior period
- Current assets at least 1.5× creditors within one year: Current ratio 3.28
- Cash at bank of £50,000 or more: Cash £77,233
- Incorporated five or more years ago: Incorporated 26 June 2014

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

## Persons with significant control

- Mrs Susan Walters — owns 50–75% of shares; holds 50–75% of voting rights, since 2016-04-06
- Mr Duncan Walters — owns 25–50% of shares; holds 25–50% of voting rights, since 2024-02-02

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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/09103223
HTML: https://firmoscan.com/company/09103223-creative-planning-sw-limited