SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED

Active Bristol

Activities of insurance agents and brokers

0 employees website.com
Activities of insurance agents and brokers
S

SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED

Activities of insurance agents and brokers

Founded 16 Feb 2015 Active Bristol, England 0 employees website.com
Activities of insurance agents and brokers

Previous Company Names

ABC FINANCIAL PLANNING LIMITED 16 Feb 2015 — 29 Jan 2026
Accounts Submitted 16 Dec 2025 Next due 4 Sept 2026 3 months remaining
Confirmation Submitted 2 Mar 2026 Next due 2 Mar 2027 9 months remaining
Net assets £-964 £3K 2024 year on year
Total assets £23K £8K 2024 year on year
Total Liabilities £24K £10K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

One Temple Quay Temple Back East Bristol BS1 6DZ England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED (09442026), an active company based in Bristol, England. Incorporated 16 Feb 2015. 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

£22.68k

Increased by £7.63k (+51%)

Net Assets

-£964.00

Decreased by £2.51k (-162%)

Total Liabilities

£23.64k

Increased by £10.14k (+75%)

Turnover

N/A

Employees

N/A

Decreased by 1 (-100%)

Debt Ratio

104%

Increased by 14 (+16%)

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

1 Allotment 1,500,000 Shares £1.50m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
28 Jan 20261,500,000£1.50m£1

Officers

Officers

2 active 1 resigned
Status
Mckillop, Duncan Louis James, Mr.DirectorBritishUnited Kingdom594 Dec 2025Active
Paul RobinsonDirectorBritishEngland538 Aug 2023Active

Shareholders

Shareholders (1)

Soderberg And Partners Holding Ab
100.0%
1,500,100

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Moneyweb Limited

United Kingdom

Active
Notified 8 Jul 2023
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent

Robert Charles Sharpley

Ceased 8 Aug 2023

Ceased

Group Structure

Group Structure

MONEYWEB 123 LIMITED united kingdom
MONEYWEB LIMITED united kingdom
SODERBERG & PARTNERS FINANCIAL PLANNING LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
30 Mar 2026CapitalAllotment of shares (GBP 2,500,100) on 23 Mar 2026
2 Mar 2026Confirmation StatementConfirmation statement made on 16 Feb 2026 with updates
12 Feb 2026CapitalAllotment of shares (GBP 1,500,100) on 28 Jan 2026
5 Feb 2026Persons With Significant ControlNotification of a person with significant control statement
5 Feb 2026ResolutionResolutions
30 Mar 2026 Capital

Allotment of shares (GBP 2,500,100) on 23 Mar 2026

2 Mar 2026 Confirmation Statement

Confirmation statement made on 16 Feb 2026 with updates

12 Feb 2026 Capital

Allotment of shares (GBP 1,500,100) on 28 Jan 2026

5 Feb 2026 Persons With Significant Control

Notification of a person with significant control statement

5 Feb 2026 Resolution

Resolutions

Recent Activity

Latest Activity

Allotment of shares (GBP 2,500,100) on 23 Mar 2026

1 months ago on 30 Mar 2026

Confirmation statement made on 16 Feb 2026 with updates

2 months ago on 2 Mar 2026

Allotment of shares (GBP 1,500,100) on 28 Jan 2026

3 months ago on 12 Feb 2026

Notification of a person with significant control statement

3 months ago on 5 Feb 2026

Resolutions

3 months ago on 5 Feb 2026