JULIA WILLIAMS FINANCIAL PLANNING LTD

Active Keith

Financial intermediation not elsewhere classified

7 employees website.com
Financial services Financial intermediation not elsewhere classified
J

JULIA WILLIAMS FINANCIAL PLANNING LTD

Financial intermediation not elsewhere classified

Founded 25 Apr 2022 Active Keith, United Kingdom 7 employees website.com
Financial services Financial intermediation not elsewhere classified
Accounts Submitted 25 Sept 2025 Next due 30 Sept 2026 4 months remaining
Confirmation Submitted 24 Apr 2026 Next due 8 May 2027 12 months remaining
Net assets £199K £178K 2024 year on year
Total assets £281K £228K 2024 year on year
Total Liabilities £82K £50K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

2-4 Fife Street Dufftown Keith AB55 4AL United Kingdom

Website

www.example.com

Full company profile for JULIA WILLIAMS FINANCIAL PLANNING LTD (SC730411), an active financial services company based in Keith, United Kingdom. Incorporated 25 Apr 2022. 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

Balance Sheet & P&L (2023–2024)

Cash in Bank

£210.53k

Increased by £167.13k (+385%)

Net Assets

£198.75k

Increased by £177.78k (+848%)

Total Liabilities

£82.01k

Increased by £49.90k (+155%)

Turnover

£637.57k

Employees

7

Increased by 2 (+40%)

Debt Ratio

29%

Decreased by 31 (-52%)

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

2 Allotments 19,900 Shares £20k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
26 Apr 202317,910£18k£1
26 Apr 20231,990£2k£1

Officers

Officers

2 active 1 resigned
Status
Davidson, Ross WilliamDirectorBritishScotland5230 Nov 2023Active
Lock, Euan HallidayDirectorBritishScotland4312 Jun 2024Active

Shareholders

Shareholders (3)

Cm Bidco Limited
100.0%
20,000
Stephen Williams
0.0%
0

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Cm Bidco Limited

United Kingdom

Active
Notified 30 Nov 2023
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Julia Barclay Williams

Ceased 30 Nov 2023

Ceased

Group Structure

Group Structure

PENTA CAPITAL LLP united kingdom
CM BIDCO LIMITED united kingdom
JULIA WILLIAMS FINANCIAL PLANNING LTD Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
24 Apr 2026Confirmation StatementConfirmation statement made on 24 Apr 2026 with no updates
25 Sept 2025AccountsAnnual accounts made up to 31 Dec 2024
29 Apr 2025Confirmation StatementConfirmation statement made on 24 Apr 2025 with no updates
13 Dec 2024AccountsAnnual accounts made up to 31 Aug 2024
12 Jun 2024OfficersAppointment of Mr Euan Halliday Lock as director on 12 Jun 2024
24 Apr 2026 Confirmation Statement

Confirmation statement made on 24 Apr 2026 with no updates

25 Sept 2025 Accounts

Annual accounts made up to 31 Dec 2024

29 Apr 2025 Confirmation Statement

Confirmation statement made on 24 Apr 2025 with no updates

13 Dec 2024 Accounts

Annual accounts made up to 31 Aug 2024

12 Jun 2024 Officers

Appointment of Mr Euan Halliday Lock as director on 12 Jun 2024

Recent Activity

Latest Activity

Confirmation statement made on 24 Apr 2026 with no updates

1 weeks ago on 24 Apr 2026

Annual accounts made up to 31 Dec 2024

7 months ago on 25 Sept 2025

Confirmation statement made on 24 Apr 2025 with no updates

1 years ago on 29 Apr 2025

Annual accounts made up to 31 Aug 2024

1 years ago on 13 Dec 2024

Appointment of Mr Euan Halliday Lock as director on 12 Jun 2024

1 years ago on 12 Jun 2024