SWALLOW FINANCIAL PLANNING LLP - Profile & Financials

Accounts Submitted 30 Jul 2025

Confirmation Statement Submitted

Net assets £166.28K £3.27K 2024 year on year

Total assets £294.12K £31.41K 2024 year on year

Total Liabilities £127.84K £28.14K 2024 year on year

Charges 1

1 satisfied

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Contact & Details

Contact

Update Details

Registered Address

Dettingen House Dettingen Way Bury St Edmunds Suffolk IP33 3TU United Kingdom

Office (London)

33 Cavendish Square, London W1G 0PW

Office (London)

49 Grosvenor Street, London, W1K 3HP

Office (Ipswich)

25 St Helen’s Street, Ipswich, IP4 1HH

Telephone

0147 338 4858

enquiries@swallow.financial

Website

swallow-financial.co.uk

Credit Report

Discover SWALLOW FINANCIAL PLANNING LLP's Credit Score, limit, and payment likelihood.

Mutual Companies

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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

£119.84k

Increased by £49.73k (+71%)

Net Assets

£166.28k

Increased by £3.27k (+2%)

Total Liabilities

£127.84k

Increased by £28.14k (+28%)

Turnover

N/A

Employees

Decreased by 1 (-14%)

Debt Ratio

43%

Increased by 5 (+13%)

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
Swallow Financial Holdings Ltd	Corporate-llp-designated-member	United Kingdom	Unknown	—	6 Sept 2012	Active
The Beckett Investment Management Group Limited	Corporate-llp-designated-member	United Kingdom	Unknown	—	31 Jul 2025	Active

Shareholders

Shareholders (0)

No shareholder data available

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased

Swallow Financial Holdings Ltd

United Kingdom

Active

Notified 6 Apr 2016

Nature of Control

Right To Share Surplus Assets 75 To 100 Percent Limited Liability Partnership

Andrew Dennis Lawrence Swallow

Ceased 31 Jul 2025

Ceased

Sarah Jean Swallow

Ceased 31 Jul 2025

Ceased

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Group Structure

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

THE BECKETT INVESTMENT MANAGEMENT GROUP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

BIMG LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

FORESIGHT REGIONAL INVESTMENT II GENERAL PARTNER LLP united kingdom voting rights 75 to 100 percent limited liability partnership

FORESIGHT COMPANY 1 LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

FORESIGHT GROUP HOLDINGS (UK) LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

FORESIGHT GROUP HOLDINGS LIMITED british channel islands

SWALLOW FINANCIAL PLANNING LLP Current Company

Charges

1 satisfied

Documents

Company Filings

Date	Category	Description	Document
1 Aug 2025	Address	Change Registered Office Address Limited Liability Partnership With Date Old Address New Address	View(1 page)
1 Aug 2025	Officers	Termination of Andrew Dennis Lawrence Swallow as director on 2025-07-31	View(1 page)
1 Aug 2025	Officers	Termination of Sarah Jean Swallow as director on 2025-07-31	View(1 page)
1 Aug 2025	Officers	Appointment of The Beckett Investment Management Group Limited as director on 2025-07-31	View(2 pages)
1 Aug 2025	Persons With Significant Control	Change To A Person With Significant Control Limited Liability Partnership	View(2 pages)