CompanyTrack
F

FORTITUDE FINANCIAL PLANNING LIMITED

Active Chorley

Financial intermediation not elsewhere classified

11 employees Website
Financial services Financial intermediation not elsewhere classified
F

FORTITUDE FINANCIAL PLANNING LIMITED

Financial intermediation not elsewhere classified

Founded 29 May 2002 Active Chorley, England 11 employees fortitudefp.co.uk
Financial services Financial intermediation not elsewhere classified
Accounts Submitted 6 Oct 2025
Confirmation Statement Submitted 2 Jun 2025
Net assets £239.75K £56.11K 2023 year on year
Total assets £338.72K £70.40K 2023 year on year
Total Liabilities £98.97K £14.29K 2023 year on year
Charges None No charges registered

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Contact & Details

Registered Address

Lancaster House Ackhurst Business Park Foxhole Road Chorley PR7 1NY England

Office (Towcester)

4 Selby Barns, Duncote, Towcester NN12 8AL

Credit Report

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

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

£302.73k

Decreased by £57.38k (-16%)

Net Assets

£239.75k

Decreased by £56.11k (-19%)

Total Liabilities

£98.97k

Decreased by £14.29k (-13%)

Turnover

N/A

Employees

11

Decreased by 2 (-15%)

Debt Ratio

29%

Increased by 1 (+4%)

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

Officers

Officers

3 active 8 resigned
Status
David John Philip HeskethDirectorBritishEngland4429 Oct 2024Active
Ian Mitcheal WilkinsonDirectorBritishEngland5529 Oct 2024Active
Julie Suzanne HepworthDirectorBritishEngland5129 Oct 2024Active

Shareholders

Shareholders (18)

Samuel Colby Butcher
0.0%
02 Jun 2025
Richard Peters
0.0%
02 Jun 2025
Rebecca White
0.0%
02 Jun 2025

Persons with Significant Control

Persons with Significant Control (1)

1 Active

Pfm Group Limited

United Kingdom

Active
Notified 29 Oct 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent

Group Structure

Group Structure

PFM GROUP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
FORTITUDE FINANCIAL PLANNING LIMITED Current Company

Charges

Charges

No charges registered

Documents

Company Filings

DateCategoryDescriptionDocument
6 Oct 2025AccountsAnnual accounts made up to 2024-12-31View(9 pages)
6 Oct 2025AccountsAnnual accounts filedView(50 pages)
23 Sept 2025OtherNotice of agreement to exemption from audit of accounts for period ending 31/12/24View(1 page)
23 Sept 2025OtherAudit exemption statement of guarantee by parent company for period ending 31/12/24View(3 pages)
25 Jun 2025OfficersTermination of Richard Steven Peters as director on 2025-06-24View(1 page)
6 Oct 2025 Accounts

Annual accounts made up to 2024-12-31

6 Oct 2025 Accounts

Annual accounts filed

23 Sept 2025 Other

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

23 Sept 2025 Other

Audit exemption statement of guarantee by parent company for period ending 31/12/24

25 Jun 2025 Officers

Termination of Richard Steven Peters as director on 2025-06-24

Recent Activity

Latest Activity

Annual accounts made up to 2024-12-31

4 months ago on 6 Oct 2025

Annual accounts filed

4 months ago on 6 Oct 2025

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

4 months ago on 23 Sept 2025

Audit exemption statement of guarantee by parent company for period ending 31/12/24

4 months ago on 23 Sept 2025

Termination of Richard Steven Peters as director on 2025-06-24

7 months ago on 25 Jun 2025