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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.

Jump to: Company in focus, Offsprings
Parent entities and officers 7
  • 1
    Rees, Nicola Faye
    Director born in February 1982
    Individual (5 offsprings)
    Officer
    2012-09-01 ~ 2012-09-25
    OF - Director → CIF 0
  • 2
    Rees, Benjamin James
    Born in March 1982
    Individual (62 offsprings)
    Officer
    2010-07-05 ~ now
    OF - Director → CIF 0
    Mr Benjamin James Rees
    Born in March 1982
    Individual (62 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
  • 3
    Axford, Lee Thomas
    Financial Planner born in July 1973
    Individual (14 offsprings)
    Officer
    2014-10-27 ~ 2020-06-29
    OF - Director → CIF 0
    Mr Lee Thomas Axford
    Born in July 1973
    Individual (14 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
  • 4
    Puddy, Julian Mark
    Director born in November 1962
    Individual (6 offsprings)
    Officer
    2021-07-01 ~ 2024-10-31
    OF - Director → CIF 0
  • 5
    Holmes, Paul
    Director born in May 1972
    Individual (3 offsprings)
    Officer
    2010-07-05 ~ 2012-06-30
    OF - Director → CIF 0
    Holmes, Paul
    Individual (3 offsprings)
    Officer
    2010-07-05 ~ 2012-06-30
    OF - Secretary → CIF 0
  • 6
    White, Simon
    Director born in April 1968
    Individual (1 offspring)
    Officer
    2021-07-01 ~ 2023-08-16
    OF - Director → CIF 0
  • 7
    Codrington, Oliver Simon
    Born in January 1980
    Individual (37 offsprings)
    Officer
    2021-07-01 ~ now
    OF - Director → CIF 0
parent relation
Company in focus

OPUS INDEPENDENT FINANCIAL PLANNING LIMITED

Period: 2017-09-19 ~ now
Company number: 07304649
Registered names
OPUS INDEPENDENT FINANCIAL PLANNING LIMITED - now
Standard Industrial Classification
70221 - Financial Management
Brief company account
Property, Plant & Equipment
32,803 GBP2025-06-30
85,122 GBP2024-06-30
Fixed Assets - Investments
460,800 GBP2025-06-30
520,800 GBP2024-06-30
Fixed Assets
493,603 GBP2025-06-30
605,922 GBP2024-06-30
Debtors
128,053 GBP2025-06-30
121,085 GBP2024-06-30
Cash at bank and in hand
9,822 GBP2025-06-30
68,700 GBP2024-06-30
Current Assets
137,875 GBP2025-06-30
189,785 GBP2024-06-30
Creditors
-165,558 GBP2025-06-30
-181,783 GBP2024-06-30
Net Current Assets/Liabilities
-27,683 GBP2025-06-30
8,002 GBP2024-06-30
Total Assets Less Current Liabilities
465,920 GBP2025-06-30
613,924 GBP2024-06-30
Net Assets/Liabilities
436,483 GBP2025-06-30
514,933 GBP2024-06-30
Equity
Called up share capital
4,000 GBP2025-06-30
4,000 GBP2024-06-30
Share premium
99,800 GBP2025-06-30
99,800 GBP2024-06-30
Retained earnings (accumulated losses)
44,782 GBP2025-06-30
63,232 GBP2024-06-30
Average Number of Employees
72024-07-01 ~ 2025-06-30
72023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Gross Cost
Plant and equipment
44,717 GBP2025-06-30
43,717 GBP2024-06-30
Motor vehicles
49,590 GBP2025-06-30
158,570 GBP2024-06-30
Property, Plant & Equipment - Gross Cost
94,307 GBP2025-06-30
202,287 GBP2024-06-30
Property, Plant & Equipment - Disposals
Motor vehicles
-108,980 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Disposals
-108,980 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
31,748 GBP2025-06-30
29,460 GBP2024-06-30
Motor vehicles
29,756 GBP2025-06-30
87,705 GBP2024-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
61,504 GBP2025-06-30
117,165 GBP2024-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
2,288 GBP2024-07-01 ~ 2025-06-30
Motor vehicles
7,439 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
9,727 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Motor vehicles
-65,388 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-65,388 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment
Plant and equipment
12,969 GBP2025-06-30
14,257 GBP2024-06-30
Motor vehicles
19,834 GBP2025-06-30
70,865 GBP2024-06-30
Prepayments/Accrued Income
Current
4,120 GBP2025-06-30
3,626 GBP2024-06-30
Other Debtors
Current
123,418 GBP2025-06-30
117,459 GBP2024-06-30
Other Taxation & Social Security Payable
Current
327 GBP2025-06-30
1,363 GBP2024-06-30
Amounts owed by directors
Current
188 GBP2025-06-30
Finance Lease Liabilities - Total Present Value
Current
25,580 GBP2025-06-30
21,128 GBP2024-06-30
Trade Creditors/Trade Payables
Current
190 GBP2025-06-30
620 GBP2024-06-30
Bank Borrowings/Overdrafts
Current
8,333 GBP2025-06-30
8,333 GBP2024-06-30
Other Creditors
Current
12,104 GBP2025-06-30
23,367 GBP2024-06-30
Accrued Liabilities/Deferred Income
Current
925 GBP2025-06-30
1,046 GBP2024-06-30
Amounts owed to directors
Current
118,426 GBP2025-06-30
125,926 GBP2024-06-30
Creditors
Current
165,558 GBP2025-06-30
181,783 GBP2024-06-30
Finance Lease Liabilities - Total Present Value
Non-current
63,661 GBP2024-06-30
Bank Borrowings/Overdrafts
Non-current
29,427 GBP2025-06-30
35,320 GBP2024-06-30
Other Creditors
Non-current
10 GBP2025-06-30
10 GBP2024-06-30
Minimum gross finance lease payments owing
Amounts falling due within one year
25,580 GBP2025-06-30
21,128 GBP2024-06-30
Between one and five year
63,661 GBP2024-06-30
Minimum gross finance lease payments owing
25,580 GBP2025-06-30
84,789 GBP2024-06-30
Finance Lease Liabilities - Total Present Value
25,580 GBP2025-06-30
84,789 GBP2024-06-30
Related profiles found in government register
  • OPUS INDEPENDENT FINANCIAL PLANNING LIMITED
    Info
    OPUS INVESTMENT MANAGEMENT LIMITED - 2017-09-19
    DENEHALL WEALTH MANAGEMENT LIMITED - 2017-09-19
    Registered number 07304649
    1 Coleshill Street, Sutton Coldfield, West Midlands B72 1SD
    PRIVATE LIMITED COMPANY incorporated on 2010-07-05 (15 years 10 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-10-09
    CIF 0
  • OPUS INDEPENDENT FINANCIAL PLANNING LIMITED
    S
    Registered number 07304649
    1, Coleshill Street, Sutton Coldfield, United Kingdom, B72 1SD
    Limited Company in Companies House, United Kingdom
    CIF 1
  • OPUS INDEPENDENT FINANCIAL PLANNING LIMITED
    S
    Registered number 07304649
    1 Coleshill Street, Sutton Coldfield, West Midlands, United Kingdom, B72 1SD
    Private Limited Company in England & Wales, United Kingdom
    CIF 2
  • OPUS INVESTMENT MANAGEMENT LTD
    S
    Registered number 07304649
    1, Coleshill Street, Sutton Coldfield, England, B72 1SD
    Limited Company in Companies House, England
    CIF 3
(more)
child relation
Offspring entities and appointments 5
  • 1
    BSJ CORPORATE SERVICES LIMITED
    16531315
    1 Coleshill Street, Sutton Coldfield, West Midlands, United Kingdom
    Active Corporate (3 parents)
    Person with significant control
    2025-06-20 ~ now
    CIF 2 - Ownership of voting rights - More than 25% but not more than 50% → OE
    CIF 2 - Ownership of shares – More than 25% but not more than 50% → OE
    CIF 2 - Right to appoint or remove directors → OE
  • 2
    K11 CONSULTING LTD
    10940876 16562921... (more)
    1 Coleshill Street, Sutton Coldfield, England
    Dissolved Corporate (6 parents)
    Person with significant control
    2017-08-31 ~ 2020-09-04
    CIF 5 - Has significant influence or control → OE
  • 3
    NAPIER PRIVATE WEALTH LIMITED
    - now 14435971
    CORE PROFESSIONAL ADVISORY LIMITED
    - 2023-11-06 14435971
    1 Coleshill Street, Sutton Coldfield, United Kingdom
    Active Corporate (6 parents)
    Person with significant control
    2022-10-21 ~ 2023-11-13
    CIF 1 - Ownership of shares – 75% or more → OE
    CIF 1 - Right to appoint or remove directors → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
  • 4
    PHOENIX SPORT & MEDIA GROUP LIMITED - now
    OPUS CAPITAL HOLDINGS LTD
    - 2017-09-29 09727902
    OPUS WEALTH AND TAX SOLUTIONS LIMITED - 2016-02-11
    1 Coleshill Street, Sutton Coldfield, West Midlands, United Kingdom
    Active Corporate (5 parents, 8 offsprings)
    Person with significant control
    2016-04-06 ~ 2017-06-28
    CIF 3 - Ownership of shares – 75% or more → OE
  • 5
    PSM TRAINING ACADEMY LIMITED - now
    PSM WEALTH LIMITED - 2021-11-15
    PSM GROUP (PRIVATE OFFICE) LIMITED - 2019-11-04
    PHOENIX SPORT & MEDIA WEALTH MANAGEMENT LTD - 2018-10-09
    OPUS FINANCIAL PLANNING LIMITED
    - 2017-10-02 09736323
    1 Coleshill Street, Sutton Coldfield, West Midlands
    Active Corporate (7 parents, 6 offsprings)
    Person with significant control
    2016-04-06 ~ 2017-06-28
    CIF 4 - Ownership of voting rights - 75% or more → OE
    CIF 4 - Ownership of shares – 75% or more → OE

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.