# PLAN FINANCIAL LIMITED (09378889)

> PLAN FINANCIAL LIMITED is an active private limited company (company number 09378889) incorporated on 8 January 2015, registered in Bristol. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest micro accounts cover the period ending 30 June 2025, showing net assets of £6,107, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 45% on the prior period (£11k).

- Status: Active
- Incorporated: 2015-01-08
- Registered office: Bristol, BS16 1EJ
- SIC 66190: Activities auxiliary to financial intermediation n.e.c.
- Next accounts due: 2027-03-30
- Confirmation statement due: 2027-01-22
- Accounts type: MICRO ENTITY

By net assets it sits in the lower half of 97 comparable companies in Bristol (median £10k, upper quartile £65k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | £6,107 | — | — | — | — | — | 2 |
| 2024-06-30 | £11k | — | — | — | — | — | 2 |

size band micro.

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

- Net assets above zero: Net assets £6,107 at 30 June 2025
- Net assets down 25% or more on the prior period: -45.1% vs prior period
- Incorporated five or more years ago: Incorporated 8 January 2015

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

## Persons with significant control

- Mrs Michelle Annette Raison — owns 25–50% of shares, since 2016-04-06
- Mr Craig Matthew Raison — owns 25–50% of shares, since 2016-04-06

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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/09378889
HTML: https://firmoscan.com/company/09378889-plan-financial-limited