# HOLMES FINANCIAL PLANNING LTD (09239915)

> HOLMES FINANCIAL PLANNING LTD is an active private limited company (company number 09239915) incorporated on 29 September 2014, registered in Rossendale. Its registered activity is activities of investment trusts (SIC 64301). Latest small accounts cover the period ending 25 November 2025, showing net assets of £16k and cash of £12k, with 4 employees on average. Net assets rose 2113% on the prior period (£715).

- Status: Active
- Incorporated: 2014-09-29
- Registered office: Rossendale, BB4 6QS
- SIC 64301: Activities of investment trusts
- Next accounts due: 2027-08-25
- Confirmation statement due: 2027-10-13
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the upper half of 1,284 comparable companies in the UK (median £90, upper quartile £44k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-11-25 | £16k | £12k | £47k | £122k | — | — | 4 |
| 2024-09-30 | £715 | £21k | £21k | £55k | — | — | 4 |

current ratio 0.49; size band micro.

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

- Net assets above zero: Net assets £15,823 at 25 November 2025
- Net assets up 10% or more on the prior period: +2113.0% vs prior period
- Current assets below creditors within one year: Current ratio 0.49
- Incorporated five or more years ago: Incorporated 29 September 2014

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

## Persons with significant control

- Musbury Wealth Management Ltd (corporate-entity) — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2025-11-25

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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/09239915
HTML: https://firmoscan.com/company/09239915-holmes-financial-planning-ltd