# DALBEATH FINANCIAL PLANNING LTD (SC450460)

> DALBEATH FINANCIAL PLANNING LTD is an active private limited company (company number SC450460) incorporated on 21 May 2013, registered in Edinburgh. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 31 May 2025, showing net assets of £681k and cash of £120k, with 2 employees on average. Net assets rose 4% on the prior period (£657k).

- Status: Active
- Incorporated: 2013-05-21
- Registered office: Edinburgh, EH1 3QB
- SIC 66290: Other activities auxiliary to insurance and pension funding
- Next accounts due: 2027-02-28
- Confirmation statement due: 2027-06-04
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-05-31 | £681k | £120k | £480 | — | — | — | 2 |
| 2024-05-31 | £657k | £123k | £519 | — | — | — | 2 |

size band micro.

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

- Net assets above zero: Net assets £680,995 at 31 May 2025
- Cash at bank of £50,000 or more: Cash £119,898
- Incorporated five or more years ago: Incorporated 21 May 2013

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

## Persons with significant control

- Mrs Wendy Cochran — owns 25–50% of shares, since 2017-05-01
- Mr Matthew John Harris — owns 25–50% of shares, since 2017-05-01

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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/SC450460
HTML: https://firmoscan.com/company/SC450460-dalbeath-financial-planning-ltd