IAS FINANCIAL PLANNING LIMITED

08358088
Active United Kingdom

Activities of insurance agents and brokers

4 employees website.com
Activities of insurance agents and brokers
I

IAS FINANCIAL PLANNING LIMITED

08358088

Activities of insurance agents and brokers

Founded 14 Jan 2013 Active United Kingdom 4 employees website.com
Activities of insurance agents and brokers
Accounts Submitted 27 Apr 2026 Next due 5 Jan 2027 6 months remaining
Confirmation Submitted 6 Oct 2025 Next due 20 Oct 2026 3 months remaining
Net assets £2M £257K 2025 year on year
Total assets £2M £293K 2025 year on year
Total Liabilities £167K £36K 2025 year on year
Charges 1
1 outstanding

Contact & Details

Contact

Website

www.example.com

Full company profile for IAS FINANCIAL PLANNING LIMITED (08358088), an active company based in United Kingdom. Incorporated 14 Jan 2013. 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 6 Apr → 5 Apr 2025
Type total-exemption-full
Next accounts 5 Apr 2026
Due by 5 Jan 2027 6 months remaining

Balance Sheet & P&L (2015–2025)

Cash in Bank

£1.82M

Increased by £293.27k (+19%)

Net Assets

£1.65M

Increased by £257.31k (+18%)

Total Liabilities

£166.93k

Increased by £35.95k (+27%)

Turnover

N/A

Employees

4

Increased by 1 (+33%)

Debt Ratio

9%

Financial History

Revenue, profit, EBITDA and key financial figures

2025
5 Apr Year End
2024
5 Apr 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

3 active
Status
Pattni, Sachin DileepDirectorBritishEngland453 Jun 2026Active
Sturgess, Michael HughDirectorBritishUnited Kingdom6914 Jan 2013Active
Weston, Neil AnthonyDirectorBritishUnited Kingdom6214 Jan 2013Active

Shareholders

Shareholders (4)

Michael Sturgess
50.0%
50
Neil Weston
25.0%
25

Persons with Significant Control

Persons with Significant Control (5)

5 Active

Neil Anthony Weston

British

Active
Notified 6 Apr 2016
Residence United Kingdom
DOB March 1964
Nature of Control
  • Ownership Of Shares 25 To 50 Percent,voting Rights 25 To 50 Percent

Michael Hugh Sturgess

British

Active
Notified 6 Apr 2016
Residence United Kingdom
DOB May 1957
Nature of Control
  • Ownership Of Shares 25 To 50 Percent,voting Rights 25 To 50 Percent

Mr Neil Anthony Weston

British

Active
Notified 6 Apr 2016
Residence England
DOB March 1964
Nature of Control
  • Ownership Of Shares 25 To 50 Percent
  • Voting Rights 25 To 50 Percent

Awi Services Limited

Unknown

Active
Notified 26 Mar 2026
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Mr Michael Hugh Sturgess

British

Active
Notified 6 Apr 2016
Residence England
DOB May 1957
Nature of Control
  • Ownership Of Shares 25 To 50 Percent
  • Voting Rights 25 To 50 Percent

Group Structure

Group Structure

IAS FINANCIAL PLANNING LIMITED Current Company

Charges

Charges

1 outstanding

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
10 Jun 2026OfficersAppointment of Mr Sachin Dileep Pattni as director on 3 Jun 2026
27 Apr 2026AccountsAnnual accounts made up to 5 Apr 2026
16 Apr 2026AddressChange Registered Office Address Company With Date Old Address New Address
16 Apr 2026Persons With Significant ControlAwi Services Limited notified as a person with significant control
30 Mar 2026MortgageMortgage Create With Deed With Charge Number Charge Creation Date
10 Jun 2026 Officers

Appointment of Mr Sachin Dileep Pattni as director on 3 Jun 2026

27 Apr 2026 Accounts

Annual accounts made up to 5 Apr 2026

16 Apr 2026 Address

Change Registered Office Address Company With Date Old Address New Address

16 Apr 2026 Persons With Significant Control

Awi Services Limited notified as a person with significant control

30 Mar 2026 Mortgage

Mortgage Create With Deed With Charge Number Charge Creation Date

Recent Activity

Latest Activity

Appointment of Mr Sachin Dileep Pattni as director on 3 Jun 2026

3 weeks ago on 10 Jun 2026

Annual accounts made up to 5 Apr 2026

2 months ago on 27 Apr 2026

Change Registered Office Address Company With Date Old Address New Address

2 months ago on 16 Apr 2026

Awi Services Limited notified as a person with significant control

2 months ago on 16 Apr 2026

Mortgage Create With Deed With Charge Number Charge Creation Date

3 months ago on 30 Mar 2026