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ASCOT LLOYD FINANCIAL PLANNING LIMITED

Active Birmingham

Financial intermediation not elsewhere classified

232 employees Website
Financial intermediation not elsewhere classifiedActivities auxiliary to financial intermediation n.e.c.
A

ASCOT LLOYD FINANCIAL PLANNING LIMITED

Financial intermediation not elsewhere classified

Founded 7 Sept 1979 Active Birmingham, United Kingdom 232 employees abrdn.com
Financial intermediation not elsewhere classifiedActivities auxiliary to financial intermediation n.e.c.
Accounts Submitted 6 Oct 2025
Confirmation Statement Submitted 10 Dec 2025
Net assets £45.00M £6.96M 2023 year on year
Total assets £66.73M £5.03M 2023 year on year
Total Liabilities £21.73M £1.93M 2023 year on year
Charges 4
4 satisfied

AI Analysis

AI Analysis

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Contact & Details

Contact

Update Details

Registered Address

45 Church Street Birmingham B3 2RT United Kingdom

Office (London)

18 Bishops Square, London E1 6EG

Telephone

+12154055606

Website

abrdn.com

Credit Report

Discover ASCOT LLOYD FINANCIAL PLANNING LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

See All Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2023
Type Total Exemption Full
Next accounts 31 December 2024
Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2014–2023)

Cash in Bank

£16.56M

Increased by £7.22M (+77%)

Net Assets

£45.00M

Decreased by £6.96M (-13%)

Total Liabilities

£21.73M

Increased by £1.93M (+10%)

Turnover

£28.53M

Decreased by £3.88M (-12%)

Employees

232

Decreased by 19 (-8%)

Debt Ratio

33%

Increased by 5 (+18%)
See 10 Year Full Financials

Financial History

Revenue, profit, EBITDA and key financial figures

2023
Dec Year End
2022
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

7 Allotments 84,000,000 Shares £84.00m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
20 Dec 20238,500,000£8.50m£1
24 Feb 202314,500,000£14.50m£1
24 Jun 20226,000,000£6.00m£1
29 Jun 20203,000,000£3.00m£1
17 Jun 201946,000,000£46.00m£1

Officers

Officers

3 active 47 resigned
Status
Alain Khelil CourbebaisseDirectorFrenchEngland592 Apr 2024Active
Deborah ByardDirectorBritishUnited Kingdom538 Jul 2024Active
Richard Simon WilsonDirectorBritishUnited Kingdom591 Aug 2022Active

Shareholders

Shareholders (3)

Interactive Investor Limited
99.8%
88,000,00010 Apr 2024
Interactive Investor Limited
0.1%
119,17210 Apr 2024
Interactive Investor Limited
0.0%
31,67810 Apr 2024

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased

Interactive Investor Limited

United Kingdom

Active
Notified 1 Jan 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Standard Life Plc

Ceased 14 Dec 2016

Ceased

Abrdn Financial Planning Limited

Ceased 1 Jan 2024

Ceased
See All Controllers

Group Structure

Group Structure

INTERACTIVE INVESTOR LIMITED united kingdom significant influence or control
ABERDEEN GROUP PLC united kingdom
ASCOT LLOYD FINANCIAL PLANNING LIMITED Current Company
NORTH EAST TRUSTEES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PACE FINANCIAL SOLUTIONS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PACE MORTGAGE SOLUTIONS LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PARNELL FISHER CHILD HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PEARSON JONES & COMPANY (TRUSTEES) LIMITED united kingdom shares 75 to 100 percent
PEARSON JONES NOMINEES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

Charges

Charges

4 satisfied

Documents

Company Filings

DateCategoryDescriptionDocument
10 Dec 2025Confirmation StatementConfirmation statement made on 2025-12-10 with updatesView(4 pages)
9 Dec 2025CapitalAllotment of shares (GBP 89,001,508.5) on 2025-12-08View(4 pages)
6 Oct 2025AccountsAnnual accounts made up to 2024-12-31View(35 pages)
26 Sept 2025OfficersChange to director Mr Alain Khelil Courbebaisse on 2025-09-15View(2 pages)
9 Apr 2025Confirmation StatementConfirmation statement made on 2025-03-27 with no updatesView(3 pages)
10 Dec 2025 Confirmation Statement

Confirmation statement made on 2025-12-10 with updates

View Document(4 pages)
9 Dec 2025 Capital

Allotment of shares (GBP 89,001,508.5) on 2025-12-08

View Document(4 pages)
6 Oct 2025 Accounts

Annual accounts made up to 2024-12-31

View Document(35 pages)
26 Sept 2025 Officers

Change to director Mr Alain Khelil Courbebaisse on 2025-09-15

View Document(2 pages)
9 Apr 2025 Confirmation Statement

Confirmation statement made on 2025-03-27 with no updates

View Document(3 pages)

Recent Activity

Latest Activity

Confirmation statement made on 2025-12-10 with updates

2 months ago on 10 Dec 2025

Allotment of shares (GBP 89,001,508.5) on 2025-12-08

2 months ago on 9 Dec 2025

Annual accounts made up to 2024-12-31

4 months ago on 6 Oct 2025

Change to director Mr Alain Khelil Courbebaisse on 2025-09-15

4 months ago on 26 Sept 2025

Confirmation statement made on 2025-03-27 with no updates

10 months ago on 9 Apr 2025