UNITY FINANCIAL PLANNING LIMITED - Profile & Financials

Accounts Submitted 24 Sept 2025

Confirmation Statement Submitted 28 Mar 2025

Net assets £1.64M £430.07K 2024 year on year

Total assets £1.81M £231.17K 2024 year on year

Total Liabilities £172.94K £198.90K 2024 year on year

Charges None No charges registered

AI Analysis

Analyze director networks, ownership patterns, and company connections

CompanyTrack AI can make mistakes. Check important info.

Contact & Details

Contact

Update Details

Registered Address

16 Greenbox Westonhall Road Stoke Prior Bromsgrove B60 4AL England

Website

unityfp.co.uk

Credit Report

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

Mutual Companies

See All Mutual Companies

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 (2014–2024)

Cash in Bank

£192.60k

Increased by £127.07k (+194%)

Net Assets

£1.64M

Increased by £430.07k (+36%)

Total Liabilities

£172.94k

Decreased by £198.90k (-53%)

Turnover

£743.02k

Decreased by £178.54k (-19%)

Employees

Decreased by 1 (-14%)

Debt Ratio

10%

Decreased by 14 (-58%)

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

2 active 3 resigned

Show resigned officers

						Status
Daniel Thomas Baylie	Director	British	England	36	12 Dec 2023	Active
Simon Mark Redhead	Director	British	England	53	1 Jun 2021	Active

Shareholders

Shareholders (3)


Wealth Solutions Holdings Limited	100.0%	100	Ordinary	31 Mar 2022
Mark Alan Pritchard	0.0%	0	Ordinary	31 Mar 2022
Julie Tina Pritchard	0.0%	0	Ordinary	31 Mar 2022

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased

Wealth Solutions Holdings Limited

United Kingdom

Active

Notified 1 Sept 2021

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

Mark Alan Pritchard

Ceased 1 Sept 2021

Ceased

Julie Tina Pritchard

Ceased 1 Sept 2021

Ceased

See All Controllers

Group Structure

WEALTH SOLUTIONS HOLDINGS LIMITED united kingdom shares 50 to 75 percent

SOCIUM GROUP NOMINEE LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

AMBER RIVER GROUP LIMITED united kingdom voting rights 25 to 50 percent

PENTA CAPITAL LLP united kingdom voting rights 25 to 50 percent limited liability partnership

TOSCA PENTA HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

OLD OAK HOLDINGS LIMITED united kingdom

UNITY FINANCIAL PLANNING LIMITED Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
24 Sept 2025	Accounts	Annual accounts made up to 2024-12-31	View(26 pages)
29 Jul 2025	Officers	Change to director Mr Simon Mark Redhead on 2025-07-16	View(2 pages)
27 May 2025	Address	Change Registered Office Address Company With Date Old Address New Address	View(1 page)
28 Mar 2025	Confirmation Statement	Confirmation statement made on 2025-03-22 with no updates	View(3 pages)
7 Oct 2024	Accounts	Annual accounts made up to 2023-12-31	View(28 pages)