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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 4
  • 1
    Young, Lesley
    Individual (1 offspring)
    Officer
    1999-09-06 ~ now
    OF - Secretary → CIF 0
  • 2
    Cropper, Richard Jon
    Born in February 1972
    Individual (4 offsprings)
    Officer
    2000-01-17 ~ now
    OF - Director → CIF 0
  • 3
    Levy, Graham Peter
    Independent Financial Advisor born in December 1961
    Individual (2 offsprings)
    Officer
    1999-09-06 ~ 2006-09-28
    OF - Director → CIF 0
  • 4
    PERSONAL FINANCIAL PLANNING UK LIMITED
    05935719 03836346
    Unit 6, Whiteside, Station Road, Holmes Chapel, Cheshire, England
    Active Corporate (4 parents, 2 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of voting rights - 75% or more as a member of a firmCIF 0
    PE - Ownership of shares – 75% or more as a member of a firmCIF 0
parent relation
Company in focus

PERSONAL FINANCIAL PLANNING LIMITED

Period: 1999-09-06 ~ now
Company number: 03836346 05935719
Registered name
PERSONAL FINANCIAL PLANNING LIMITED - now 05935719
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
20,775 GBP2025-09-30
25,361 GBP2024-09-30
Debtors
399,760 GBP2025-09-30
419,032 GBP2024-09-30
Cash at bank and in hand
442,532 GBP2025-09-30
477,777 GBP2024-09-30
Current Assets
842,292 GBP2025-09-30
896,809 GBP2024-09-30
Creditors
Current
686,643 GBP2025-09-30
746,269 GBP2024-09-30
Net Current Assets/Liabilities
155,649 GBP2025-09-30
150,540 GBP2024-09-30
Total Assets Less Current Liabilities
176,424 GBP2025-09-30
175,901 GBP2024-09-30
Net Assets/Liabilities
171,231 GBP2025-09-30
169,561 GBP2024-09-30
Equity
Called up share capital
10,200 GBP2025-09-30
10,200 GBP2024-09-30
Retained earnings (accumulated losses)
161,031 GBP2025-09-30
159,361 GBP2024-09-30
Equity
171,231 GBP2025-09-30
169,561 GBP2024-09-30
Average Number of Employees
372024-10-01 ~ 2025-09-30
362023-10-01 ~ 2024-09-30
Property, Plant & Equipment - Gross Cost
Plant and equipment
9,000 GBP2025-09-30
9,000 GBP2024-09-30
Furniture and fittings
36,985 GBP2025-09-30
36,850 GBP2024-09-30
Computers
37,862 GBP2025-09-30
31,699 GBP2024-09-30
Property, Plant & Equipment - Gross Cost
83,847 GBP2025-09-30
77,549 GBP2024-09-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
8,850 GBP2025-09-30
8,750 GBP2024-09-30
Furniture and fittings
24,724 GBP2025-09-30
22,579 GBP2024-09-30
Computers
29,498 GBP2025-09-30
20,859 GBP2024-09-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
63,072 GBP2025-09-30
52,188 GBP2024-09-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
100 GBP2024-10-01 ~ 2025-09-30
Furniture and fittings
2,145 GBP2024-10-01 ~ 2025-09-30
Computers
8,639 GBP2024-10-01 ~ 2025-09-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
10,884 GBP2024-10-01 ~ 2025-09-30
Property, Plant & Equipment
Plant and equipment
150 GBP2025-09-30
250 GBP2024-09-30
Furniture and fittings
12,261 GBP2025-09-30
14,271 GBP2024-09-30
Computers
8,364 GBP2025-09-30
10,840 GBP2024-09-30
Trade Debtors/Trade Receivables
Current
85,015 GBP2025-09-30
120,284 GBP2024-09-30
Prepayments/Accrued Income
Current
314,745 GBP2025-09-30
298,748 GBP2024-09-30
Debtors
Current, Amounts falling due within one year
399,760 GBP2025-09-30
419,032 GBP2024-09-30
Trade Creditors/Trade Payables
Current
13,484 GBP2025-09-30
11,911 GBP2024-09-30
Corporation Tax Payable
Current
256,328 GBP2025-09-30
211,568 GBP2024-09-30
Other Taxation & Social Security Payable
Current
37,868 GBP2025-09-30
32,415 GBP2024-09-30
Other Creditors
Current
361,276 GBP2025-09-30
323,735 GBP2024-09-30
Accrued Liabilities
Current
4,750 GBP2025-09-30
4,700 GBP2024-09-30
Amounts set aside to cover potential liabilities or losses
Deferred taxation
5,193 GBP2025-09-30
6,340 GBP2024-09-30

  • PERSONAL FINANCIAL PLANNING LIMITED
    Info
    Registered number 03836346
    Unit 6, Whiteside, Station Road, Holmes Chapel, Cheshire CW4 8AA
    PRIVATE LIMITED COMPANY incorporated on 1999-09-06 (26 years 8 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-08-22
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 5 April 2026 and licensed under the Open Government Licence v3.0.