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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
Active 2
  • 1
    Metherell, Abigail Jane
    Born in April 1977
    Individual (1 offspring)
    Officer
    2022-05-06 ~ now
    OF - Director → CIF 0
    Metherell, Abigail Jane
    Individual (1 offspring)
    Officer
    2013-04-30 ~ now
    OF - Secretary → CIF 0
    Mrs Abigail Jane Metherell
    Born in April 1977
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Metherell, Russell
    Born in December 1970
    Individual (2 offsprings)
    Officer
    2013-04-30 ~ now
    OF - Director → CIF 0
    Mr Russell Metherell
    Born in December 1970
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
parent relation
Company in focus

STRATEGIC WEALTH AND FINANCIAL PLANNING LTD

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
201 GBP2024-03-31
453 GBP2023-03-31
Debtors
78,086 GBP2024-03-31
53,954 GBP2023-03-31
Cash at bank and in hand
89,359 GBP2024-03-31
82,971 GBP2023-03-31
Current Assets
167,445 GBP2024-03-31
136,925 GBP2023-03-31
Creditors
Current, Amounts falling due within one year
-33,586 GBP2024-03-31
Net Current Assets/Liabilities
133,859 GBP2024-03-31
112,899 GBP2023-03-31
Total Assets Less Current Liabilities
134,060 GBP2024-03-31
113,352 GBP2023-03-31
Equity
Called up share capital
10 GBP2024-03-31
10 GBP2023-03-31
Retained earnings (accumulated losses)
134,050 GBP2024-03-31
113,342 GBP2023-03-31
Equity
134,060 GBP2024-03-31
113,352 GBP2023-03-31
Average Number of Employees
22023-04-01 ~ 2024-03-31
22022-04-01 ~ 2023-03-31
Property, Plant & Equipment - Gross Cost
Other
4,312 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Other
4,111 GBP2024-03-31
3,859 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Other
252 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Other
201 GBP2024-03-31
453 GBP2023-03-31
Other Debtors
Amounts falling due within one year
78,086 GBP2024-03-31
53,954 GBP2023-03-31
Other Taxation & Social Security Payable
Current
31,587 GBP2024-03-31
21,811 GBP2023-03-31
Other Creditors
Current
1,999 GBP2024-03-31
2,215 GBP2023-03-31
Creditors
Current
33,586 GBP2024-03-31
24,026 GBP2023-03-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
6,792 GBP2024-03-31
6,180 GBP2023-03-31
Between two and five year
3,962 GBP2024-03-31
9,785 GBP2023-03-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
10,754 GBP2024-03-31
15,965 GBP2023-03-31

  • STRATEGIC WEALTH AND FINANCIAL PLANNING LTD
    Info
    Registered number 08511549
    37 Upcott Valley, Okehampton, Devon EX20 1UX
    PRIVATE LIMITED COMPANY incorporated on 2013-04-30 (12 years 9 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-30
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 9 February 2026 and licensed under the Open Government Licence v3.0.