SELF FINANCIAL PLANNERS LIMITED

Active Stratford Upon Avon
7 employees website.com
Financial services
S

SELF FINANCIAL PLANNERS LIMITED

Founded 10 Oct 1977 Active Stratford Upon Avon, United Kingdom 7 employees website.com
Financial services

Previous Company Names

ROGER SELF LIMITED 2 Jun 1987 — 16 Nov 2006
ROGER SELF LIFE & PENSION BROKERS LIMITED 10 Oct 1977 — 2 Jun 1987
Accounts Submitted 22 Oct 2025 Next due 31 Dec 2026 6 months remaining
Confirmation Submitted 4 Aug 2025 Next due 23 Jul 2026 1 month remaining
Net assets £470K £142K 2024 year on year
Total assets £650K £74K 2024 year on year
Total Liabilities £179K £68K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

48 Timothys Bridge Road Stratford Upon Avon CV37 9NW United Kingdom

Telephone

0800 000 0000

Website

www.example.com

Full company profile for SELF FINANCIAL PLANNERS LIMITED (01333235), an active financial services company based in Stratford Upon Avon, United Kingdom. Incorporated 10 Oct 1977. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Apr → 31 Mar 2025
Type total-exemption-full
Next accounts 31 Mar 2026
Due by 31 Dec 2026 6 months remaining

Net Assets, Total Assets & Total Liabilities (2014–2024)

Cash in Bank

£632.28k

Decreased by £71.15k (-10%)

Net Assets

£470.35k

Decreased by £141.78k (-23%)

Total Liabilities

£179.28k

Increased by £68.09k (+61%)

Turnover

N/A

Employees

7

Debt Ratio

28%

Increased by 13 (+87%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
31 Mar Year End
2024
31 Mar Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

1 active 2 resigned
Status
Lesley Ann McleodSecretaryUnknownUnknown3 Jan 2023Active

Shareholders

Shareholders (1)

William Roger James Self
100.0%

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

William Roger James Self

British

Active
Notified 6 Apr 2016
Residence England
DOB February 1969
Nature of Control
  • Ownership Of Shares 25 To 50 Percent

Lrs (elm Court) Limited

Ceased 11 Nov 2020

Ceased

Group Structure

Group Structure

No group structure identified

Charges

Charges

No charges registered

Properties

Properties

1 leasehold 1 total
AddressTenurePrice PaidDate Added
Ground Floor 6, Elm Court, Arden Street, Stratford-Upon-Avon (CV37 6PA) STRATFORD-ON-AVON
Leasehold-20 Nov 2015
Ground Floor 6, Elm Court, Arden Street, Stratford-Upon-Avon (CV37 6PA)
Leasehold
Added 20 Nov 2015
District STRATFORD-ON-AVON

Documents

Company Filings

DateCategoryDescriptionDocument
22 Oct 2025AccountsAnnual accounts made up to 31 Mar 2025
4 Sept 2025AddressChange Registered Office Address Company With Date Old Address New Address
4 Sept 2025AddressChange Registered Office Address Company With Date Old Address New Address
4 Aug 2025Confirmation StatementConfirmation statement made on 9 Jul 2025 with no updates
13 Dec 2024AccountsAnnual accounts made up to 31 Mar 2024
22 Oct 2025 Accounts

Annual accounts made up to 31 Mar 2025

4 Sept 2025 Address

Change Registered Office Address Company With Date Old Address New Address

4 Sept 2025 Address

Change Registered Office Address Company With Date Old Address New Address

4 Aug 2025 Confirmation Statement

Confirmation statement made on 9 Jul 2025 with no updates

13 Dec 2024 Accounts

Annual accounts made up to 31 Mar 2024

Recent Activity

Latest Activity

Annual accounts made up to 31 Mar 2025

7 months ago on 22 Oct 2025

Change Registered Office Address Company With Date Old Address New Address

9 months ago on 4 Sept 2025

Change Registered Office Address Company With Date Old Address New Address

9 months ago on 4 Sept 2025

Confirmation statement made on 9 Jul 2025 with no updates

10 months ago on 4 Aug 2025

Annual accounts made up to 31 Mar 2024

1 years ago on 13 Dec 2024