TRILLIUM FINANCIAL PLANNING LTD.

Active Norwich

Activities of insurance agents and brokers

0 employees website.com
Financial services Activities of insurance agents and brokers
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TRILLIUM FINANCIAL PLANNING LTD.

Activities of insurance agents and brokers

Founded 12 Feb 2001 Active Norwich, England 0 employees website.com
Financial services Activities of insurance agents and brokers
Accounts Submitted 27 Aug 2025 Next due 30 May 2026 15 days remaining
Confirmation Submitted 16 Feb 2026 Next due 26 Feb 2027 9 months remaining
Net assets £43K £23K 2024 year on year
Total assets £84K £18K 2024 year on year
Total Liabilities £41K £5K 2024 year on year
Charges 1
1 satisfied

Contact & Details

Contact

Registered Address

7a Alkmaar Way Norwich NR6 6BF England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for TRILLIUM FINANCIAL PLANNING LTD. (04158423), an active financial services company based in Norwich, England. Incorporated 12 Feb 2001. Activities of insurance agents and brokers. 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 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2015–2024)

Cash in Bank

£26.50k

Increased by £8.60k (+48%)

Net Assets

£42.75k

Increased by £22.89k (+115%)

Total Liabilities

£41.00k

Decreased by £5.18k (-11%)

Turnover

N/A

Employees

N/A

Debt Ratio

49%

Decreased by 21 (-30%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
Dec 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

0 active 3 resigned
Status

No officers found

No officers found

Shareholders

Shareholders (1)

Insight Financial Associates Limited
100.0%

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased
Notified 31 Oct 2022
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

David Adrian Taylor

Ceased 31 Oct 2022

Ceased

Group Structure

Group Structure

TRILLIUM FINANCIAL PLANNING LTD. Current Company

Charges

Charges

1 satisfied

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
16 Feb 2026Confirmation StatementConfirmation statement made on 12 Feb 2026 with no updates
27 Aug 2025AccountsAnnual accounts made up to 31 Aug 2024
8 Aug 2025OtherNotice of agreement to exemption from audit of accounts for period ending 31/08/24
8 Aug 2025OtherAudit exemption statement of guarantee by parent company for period ending 31/08/24
28 May 2025AccountsAnnual accounts made up to 31 Aug 2024
16 Feb 2026 Confirmation Statement

Confirmation statement made on 12 Feb 2026 with no updates

27 Aug 2025 Accounts

Annual accounts made up to 31 Aug 2024

8 Aug 2025 Other

Notice of agreement to exemption from audit of accounts for period ending 31/08/24

8 Aug 2025 Other

Audit exemption statement of guarantee by parent company for period ending 31/08/24

28 May 2025 Accounts

Annual accounts made up to 31 Aug 2024

Recent Activity

Latest Activity

Confirmation statement made on 12 Feb 2026 with no updates

2 months ago on 16 Feb 2026

Annual accounts made up to 31 Aug 2024

8 months ago on 27 Aug 2025

Notice of agreement to exemption from audit of accounts for period ending 31/08/24

9 months ago on 8 Aug 2025

Audit exemption statement of guarantee by parent company for period ending 31/08/24

9 months ago on 8 Aug 2025

Annual accounts made up to 31 Aug 2024

11 months ago on 28 May 2025