# AGD FINANCIAL PLANNING LTD (15217486)

> AGD FINANCIAL PLANNING LTD is an active private limited company (company number 15217486) incorporated on 17 October 2023, registered in Coventry. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 31 October 2025, showing net assets of £9,238, with 1 employee on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 61% on the prior period (£5,721).

- Status: Active
- Incorporated: 2023-10-17
- Registered office: Coventry, CV5 6FR
- SIC 70221: Financial management
- Next accounts due: 2027-07-31
- Confirmation statement due: 2026-10-31
- Accounts type: MICRO ENTITY

By net assets it sits in the upper half of 135 comparable companies in Coventry (median £4,224, upper quartile £40k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-10-31 | £9,238 | — | — | £9,603 | — | — | 1 |
| 2024-10-31 | £5,721 | — | — | £11k | — | — | 1 |

current ratio 1.96; size band micro.

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

- Net assets above zero: Net assets £9,238 at 31 October 2025
- Net assets up 10% or more on the prior period: +61.5% vs prior period
- Current assets at least 1.5× creditors within one year: Current ratio 1.96
- Incorporated two to five years ago: Incorporated 17 October 2023

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

## Persons with significant control

- Mr Andrew George Dix — owns 25–50% of shares; holds 25–50% of voting rights; can appoint or remove directors, since 2023-10-17
- Dr Tracy Su-Lin Dix — owns 25–50% of shares; holds 25–50% of voting rights; can appoint or remove directors, since 2023-10-17

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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/15217486
HTML: https://firmoscan.com/company/15217486-agd-financial-planning-ltd