# CHASE FINANCIAL PLANNING LTD (10623917)

> CHASE FINANCIAL PLANNING LTD is an active private limited company (company number 10623917) incorporated on 16 February 2017, registered in Stafford. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 28 February 2026, showing net assets of £169k and cash of £127k, with 3 employees on average. Net assets rose 20% on the prior period (£141k). Across the last 3 periods on record the net-asset trend is rising.

- Status: Active
- Incorporated: 2017-02-16
- Registered office: Stafford, ST17 4AW
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2027-11-28
- Confirmation statement due: 2027-03-02
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2026-02-28 | £169k | £127k | £47k | — | — | — | 3 |
| 2025-02-28 | £141k | £73k | £24k | — | — | — | 3 |
| 2024-02-29 | £116k | £114k | £5,106 | — | — | — | 3 |

net assets trend rising; size band micro.

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

- Net assets above zero: Net assets £168,671 at 28 February 2026
- Net assets up 10% or more on the prior period: +19.5% vs prior period
- Cash at bank of £50,000 or more: Cash £127,048
- Three or more accounting periods on record: 3 periods on record
- Incorporated five or more years ago: Incorporated 16 February 2017

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

## Persons with significant control

- Mr Neil John Homer — owns 25–50% of shares; holds 25–50% of voting rights, since 2017-02-16
- Mrs Shelley Homer — owns 25–50% of shares; holds 25–50% of voting rights, since 2017-03-14

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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/10623917
HTML: https://firmoscan.com/company/10623917-chase-financial-planning-ltd