EQUINOX FINANCIAL PLANNING LTD

Active York

Financial intermediation not elsewhere classified

10 employees website.com
Financial services Financial intermediation not elsewhere classified
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EQUINOX FINANCIAL PLANNING LTD

Financial intermediation not elsewhere classified

Founded 1 Nov 2006 Active York, United Kingdom 10 employees website.com
Financial services Financial intermediation not elsewhere classified

Previous Company Names

PEN-LIFE WEALTH MANAGEMENT LTD. 22 Aug 2007 — 23 Mar 2012
PLA2 LTD 1 Nov 2006 — 22 Aug 2007
Accounts Submitted 8 Sept 2025 Next due 30 Sept 2026 4 months remaining
Confirmation Submitted 3 Dec 2025 Next due 15 Nov 2026 6 months remaining
Net assets £212K £33K 2024 year on year
Total assets £252K £36K 2024 year on year
Total Liabilities £40K £2K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

3 Tudor Court Opus Avenue, Nether Poppleton York YO26 6RS

Telephone

0800 000 0000

Website

www.example.com

Full company profile for EQUINOX FINANCIAL PLANNING LTD (05984493), an active financial services company based in York, United Kingdom. Incorporated 1 Nov 2006. Financial intermediation not elsewhere classified. 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 (2014–2024)

Cash in Bank

£176.98k

Increased by £35.36k (+25%)

Net Assets

£211.54k

Increased by £33.48k (+19%)

Total Liabilities

£40.06k

Increased by £2.40k (+6%)

Turnover

N/A

Employees

10

Increased by 2 (+25%)

Debt Ratio

16%

Decreased by 1 (-6%)

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

Share Capital

Share Capital

Share allotments and capital structure

3 Allotments 15 Shares £15 Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
2 Jan 20185£5£1
2 Jan 20185£5£1
2 Jan 20185£5£1

Officers

Officers

2 active 1 resigned
Status
Andrew James RichardsonDirectorBritishEngland631 Nov 2006Active
Stephenson, Alexander JamesDirectorBritishEngland3527 Jan 2026Active

Shareholders

Shareholders (3)

Andrew James Richardson
33.3%
Philip James David Mutter
33.3%

Persons with Significant Control

Persons with Significant Control (4)

4 Active

Pineapple Financial Planning Limited

Unknown

Active
Notified 27 Jan 2026
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Julie Beryl Wilson

British

Active
Notified 1 Nov 2016
Residence United Kingdom
DOB April 1959
Nature of Control
  • Ownership Of Shares 25 To 50 Percent

Philip James David Mutter

British

Active
Notified 1 Nov 2016
Residence England
DOB May 1974
Nature of Control
  • Ownership Of Shares 25 To 50 Percent

Andrew James Richardson

British

Active
Notified 1 Nov 2016
Residence England
DOB May 1963
Nature of Control
  • Ownership Of Shares 25 To 50 Percent

Group Structure

Group Structure

EQUINOX FINANCIAL PLANNING LTD Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
2 Feb 2026Persons With Significant ControlCessation of Andrew James Richardson as a person with significant control on 27 Jan 2026
2 Feb 2026OfficersAppointment of Mr Alexander James Stephenson as director on 27 Jan 2026
2 Feb 2026Persons With Significant ControlCessation of Julie Beryl Wilson as a person with significant control on 27 Jan 2026
2 Feb 2026Persons With Significant ControlPineapple Financial Planning Limited notified as a person with significant control
2 Feb 2026OfficersTermination of Philip James David Mutter as director on 27 Jan 2026
2 Feb 2026 Persons With Significant Control

Cessation of Andrew James Richardson as a person with significant control on 27 Jan 2026

2 Feb 2026 Officers

Appointment of Mr Alexander James Stephenson as director on 27 Jan 2026

2 Feb 2026 Persons With Significant Control

Cessation of Julie Beryl Wilson as a person with significant control on 27 Jan 2026

2 Feb 2026 Persons With Significant Control

Pineapple Financial Planning Limited notified as a person with significant control

2 Feb 2026 Officers

Termination of Philip James David Mutter as director on 27 Jan 2026

Recent Activity

Latest Activity

Cessation of Andrew James Richardson as a person with significant control on 27 Jan 2026

3 months ago on 2 Feb 2026

Appointment of Mr Alexander James Stephenson as director on 27 Jan 2026

3 months ago on 2 Feb 2026

Cessation of Julie Beryl Wilson as a person with significant control on 27 Jan 2026

3 months ago on 2 Feb 2026

Pineapple Financial Planning Limited notified as a person with significant control

3 months ago on 2 Feb 2026

Termination of Philip James David Mutter as director on 27 Jan 2026

3 months ago on 2 Feb 2026