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
Active 3
  • 1
    Mr Lee Thomas Axford
    Born in July 1973
    Individual (9 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
  • 2
    Codrington, Oliver Simon
    Director born in January 1980
    Individual (13 offsprings)
    Officer
    2021-07-01 ~ now
    OF - Director → CIF 0
  • 3
    Rees, Benjamin James
    Director born in March 1982
    Individual (50 offsprings)
    Officer
    2010-07-05 ~ now
    OF - Director → CIF 0
    Mr Benjamin James Rees
    Born in March 1982
    Individual (50 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
Ceased 5
  • 1
    Axford, Lee Thomas
    Financial Planner born in July 1973
    Individual (9 offsprings)
    Officer
    2014-10-27 ~ 2020-06-29
    OF - Director → CIF 0
  • 2
    Holmes, Paul
    Director born in May 1972
    Individual (2 offsprings)
    Officer
    2010-07-05 ~ 2012-06-30
    OF - Director → CIF 0
    Holmes, Paul
    Individual (2 offsprings)
    Officer
    2010-07-05 ~ 2012-06-30
    OF - Secretary → CIF 0
  • 3
    Rees, Nicola Faye
    Director born in February 1982
    Individual (2 offsprings)
    Officer
    2012-09-01 ~ 2012-09-25
    OF - Director → CIF 0
  • 4
    White, Simon
    Director born in April 1968
    Individual
    Officer
    2021-07-01 ~ 2023-08-16
    OF - Director → CIF 0
  • 5
    Puddy, Julian Mark
    Director born in November 1962
    Individual (3 offsprings)
    Officer
    2021-07-01 ~ 2024-10-31
    OF - Director → CIF 0
parent relation
Company in focus

OPUS INDEPENDENT FINANCIAL PLANNING LIMITED

Previous names
OPUS INVESTMENT MANAGEMENT LIMITED - 2017-09-19
DENEHALL WEALTH MANAGEMENT LIMITED - 2014-02-17
Standard Industrial Classification
70221 - Financial Management
Brief company account
Property, Plant & Equipment
85,122 GBP2024-06-30
140,585 GBP2023-06-30
Fixed Assets - Investments
520,800 GBP2024-06-30
520,800 GBP2023-06-30
Fixed Assets
605,922 GBP2024-06-30
661,385 GBP2023-06-30
Debtors
121,085 GBP2024-06-30
129,654 GBP2023-06-30
Cash at bank and in hand
68,700 GBP2024-06-30
21,129 GBP2023-06-30
Current Assets
189,785 GBP2024-06-30
150,783 GBP2023-06-30
Creditors
-181,783 GBP2024-06-30
-336,422 GBP2023-06-30
Net Current Assets/Liabilities
8,002 GBP2024-06-30
-185,639 GBP2023-06-30
Total Assets Less Current Liabilities
613,924 GBP2024-06-30
475,746 GBP2023-06-30
Net Assets/Liabilities
514,933 GBP2024-06-30
327,646 GBP2023-06-30
Equity
Called up share capital
4,000 GBP2024-06-30
4,000 GBP2023-06-30
Share premium
99,800 GBP2024-06-30
99,800 GBP2023-06-30
Retained earnings (accumulated losses)
63,232 GBP2024-06-30
-124,055 GBP2023-06-30
Average Number of Employees
72023-07-01 ~ 2024-06-30
82022-07-01 ~ 2023-06-30
Property, Plant & Equipment - Gross Cost
Plant and equipment
43,717 GBP2024-06-30
42,909 GBP2023-06-30
Motor vehicles
158,570 GBP2024-06-30
213,060 GBP2023-06-30
Property, Plant & Equipment - Gross Cost
202,287 GBP2024-06-30
255,969 GBP2023-06-30
Property, Plant & Equipment - Disposals
Motor vehicles
-54,490 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Disposals
-54,490 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
29,460 GBP2024-06-30
26,944 GBP2023-06-30
Motor vehicles
87,705 GBP2024-06-30
88,440 GBP2023-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
117,165 GBP2024-06-30
115,384 GBP2023-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
2,516 GBP2023-07-01 ~ 2024-06-30
Motor vehicles
23,786 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
26,302 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Motor vehicles
-24,521 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-24,521 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment
Plant and equipment
14,257 GBP2024-06-30
15,965 GBP2023-06-30
Motor vehicles
70,865 GBP2024-06-30
124,620 GBP2023-06-30
Prepayments/Accrued Income
Current
3,626 GBP2024-06-30
14,989 GBP2023-06-30
Other Debtors
Current
117,459 GBP2024-06-30
114,665 GBP2023-06-30
Finance Lease Liabilities - Total Present Value
Current
21,128 GBP2024-06-30
28,452 GBP2023-06-30
Trade Creditors/Trade Payables
Current
620 GBP2024-06-30
189 GBP2023-06-30
Bank Borrowings/Overdrafts
Current
8,333 GBP2024-06-30
8,333 GBP2023-06-30
Other Taxation & Social Security Payable
Current
1,363 GBP2024-06-30
6,621 GBP2023-06-30
Other Creditors
Current
23,367 GBP2024-06-30
8,893 GBP2023-06-30
Accrued Liabilities/Deferred Income
Current
1,046 GBP2024-06-30
Amounts owed to directors
Current
125,926 GBP2024-06-30
283,934 GBP2023-06-30
Creditors
Current
181,783 GBP2024-06-30
336,422 GBP2023-06-30
Finance Lease Liabilities - Total Present Value
Non-current
63,661 GBP2024-06-30
111,695 GBP2023-06-30
Bank Borrowings/Overdrafts
Non-current
35,320 GBP2024-06-30
36,395 GBP2023-06-30
Other Creditors
Non-current
10 GBP2024-06-30
10 GBP2023-06-30
Minimum gross finance lease payments owing
Amounts falling due within one year
21,128 GBP2024-06-30
28,452 GBP2023-06-30
Between one and five year
63,661 GBP2024-06-30
111,695 GBP2023-06-30
Minimum gross finance lease payments owing
84,789 GBP2024-06-30
140,147 GBP2023-06-30
Finance Lease Liabilities - Total Present Value
84,789 GBP2024-06-30
140,147 GBP2023-06-30
Related profiles found in government register
  • OPUS INDEPENDENT FINANCIAL PLANNING LIMITED
    Info
    OPUS INVESTMENT MANAGEMENT LIMITED - 2017-09-19
    DENEHALL WEALTH MANAGEMENT LIMITED - 2014-02-17
    Registered number 07304649
    1 Coleshill Street, Sutton Coldfield, West Midlands B72 1SD
    Private Limited Company incorporated on 2010-07-05 (15 years). The company status is Active.
    The last date of confirmation statement was made at 2025-03-28
    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 INVESTMENT MANAGEMENT LTD
    S
    Registered number 07304649
    1, Coleshill Street, Sutton Coldfield, England, B72 1SD
    Limited Company in Companies House, England
    CIF 2 CIF 3
(more)
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
Ceased 4
  • 1
    1 Coleshill Street, Sutton Coldfield, England
    Dissolved Corporate (4 parents)
    Equity (Company account)
    1 GBP2020-08-31
    Person with significant control
    2017-08-31 ~ 2020-09-04
    CIF 4 - Has significant influence or control → OE
  • 2
    CORE PROFESSIONAL ADVISORY LIMITED - 2023-11-06
    1 Coleshill Street, Sutton Coldfield, United Kingdom
    Active Corporate (2 parents)
    Equity (Company account)
    Retained earnings (accumulated losses)
    -454 GBP2023-12-31
    Person with significant control
    2022-10-21 ~ 2023-11-13
    CIF 1 - Ownership of shares – 75% or more → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
    CIF 1 - Right to appoint or remove directors → OE
  • 3
    OPUS CAPITAL HOLDINGS LTD - 2017-09-29
    OPUS WEALTH AND TAX SOLUTIONS LIMITED - 2016-02-11
    1 Coleshill Street, Sutton Coldfield, West Midlands, United Kingdom
    Active Corporate (3 parents, 6 offsprings)
    Equity (Company account)
    Retained earnings (accumulated losses)
    -79,480 GBP2023-08-31
    Person with significant control
    2016-04-06 ~ 2017-06-28
    CIF 2 - Ownership of shares – 75% or more → OE
  • 4
    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
    1 Coleshill Street, Sutton Coldfield, West Midlands
    Active Corporate (1 parent, 3 offsprings)
    Equity (Company account)
    Retained earnings (accumulated losses)
    -71,295 GBP2023-08-31
    Person with significant control
    2016-04-06 ~ 2017-06-28
    CIF 3 - Ownership of shares – 75% or more → OE
    CIF 3 - Ownership of voting rights - 75% or more → OE

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.