TAG FINANCIAL PLANNING LIMITED

Active Plymouth

Financial intermediation not elsewhere classified

3 employees website.com
Financial services Financial intermediation not elsewhere classified
T

TAG FINANCIAL PLANNING LIMITED

Financial intermediation not elsewhere classified

Founded 3 Jul 2017 Active Plymouth, United Kingdom 3 employees website.com
Financial services Financial intermediation not elsewhere classified
Accounts Submitted 17 Dec 2025 Next due 29 Jan 2027 8 months remaining
Confirmation Submitted 21 Oct 2025 Next due 25 Oct 2026 5 months remaining
Net assets £3K £328 2024 year on year
Total assets £206K £178K 2024 year on year
Total Liabilities £203K £178K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL United Kingdom

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for TAG FINANCIAL PLANNING LIMITED (10846528), an active financial services company based in Plymouth, United Kingdom. Incorporated 3 Jul 2017. 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 (2017–2024)

Cash in Bank

N/A

Net Assets

£3.47k

Increased by £328.00 (+10%)

Total Liabilities

£202.80k

Decreased by £178.13k (-47%)

Turnover

N/A

Employees

3

Debt Ratio

98%

Decreased by 1 (-1%)

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 (2)

True Wealth Planning Solutions Limited
67.1%
510
True Wealth Planning Solutions Limited
32.9%
250

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased
Notified 11 Oct 2018
Nature of Control
  • Ownership Of Shares 50 To 75 Percent,voting Rights 50 To 75 Percent,right To Appoint And Remove Directors
Ceased

Group Structure

Group Structure

TAG FINANCIAL PLANNING LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
20 Apr 2026OfficersAppointment of Adrian Webb as director on 31 Mar 2026
20 Apr 2026OfficersTermination of Susan Marie Puddephatt as director on 31 Mar 2026
17 Dec 2025AccountsAnnual accounts made up to 29 Oct 2025
21 Oct 2025Confirmation StatementConfirmation statement made on 11 Oct 2025 with updates
27 Aug 2025AccountsAnnual accounts made up to 29 Oct 2024
20 Apr 2026 Officers

Appointment of Adrian Webb as director on 31 Mar 2026

20 Apr 2026 Officers

Termination of Susan Marie Puddephatt as director on 31 Mar 2026

17 Dec 2025 Accounts

Annual accounts made up to 29 Oct 2025

21 Oct 2025 Confirmation Statement

Confirmation statement made on 11 Oct 2025 with updates

27 Aug 2025 Accounts

Annual accounts made up to 29 Oct 2024

Recent Activity

Latest Activity

Appointment of Adrian Webb as director on 31 Mar 2026

4 weeks ago on 20 Apr 2026

Termination of Susan Marie Puddephatt as director on 31 Mar 2026

4 weeks ago on 20 Apr 2026

Annual accounts made up to 29 Oct 2025

5 months ago on 17 Dec 2025

Confirmation statement made on 11 Oct 2025 with updates

6 months ago on 21 Oct 2025

Annual accounts made up to 29 Oct 2024

8 months ago on 27 Aug 2025