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SW FINANCIAL PLANNING LIMITED
Kingsley Close Kingsley Close, Lee Mill Industrial Estate, Ivybridge, Devon, PL21 9GD
ActiveltdINC 1997SIC 66190
Company Information
Registered AddressKingsley Close Kingsley Close, Lee Mill Industrial Estate, Ivybridge, Devon, PL21 9GD
Incorporated7 November 1997
Company Typeltd
Country of OriginUnited Kingdom
SIC Codes
- 66190 — Other activities auxiliary to financial services
Accounts & Filings
Accounts Next Due31 March 2027
Accounts Last Filed30 June 2025
Accounts Type30
Confirmation Next Due21 November 2026
Confirmation Last Filed7 November 2025
Financial history Example
2025
£612,000
2024
£548,000
2023
£491,000
2022
£437,000
2021
£402,000
2020
£358,000
Multi-year figures read from filed iXBRL accounts. This company has not filed digital accounts we can read yet - the figures above are an illustrative example.
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Officers Example
| Officer | Role | Appointed | ID check |
|---|---|---|---|
| Ms Sarah Whitfield | Director | 2015-03-11 | Verified |
| Mr David Okoro | Director | 2018-09-02 | Verified |
| Mrs Helen Marsh | Director | 2021-06-30 | Verify due |
| Mr James Fitzgerald | Secretary | 2012-01-18 | - |
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Persons with significant control Example
| Person | Nature of control | Notified | ID check |
|---|---|---|---|
| Ms Sarah Whitfield | Ownership of shares 75%+ | 2016-04-06 | Verified |
| Marsh Holdings Limited | Ownership of shares 25-50% | 2021-06-30 | Corporate |
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Identity verification (ECCTA) Example
Companies House identity verification status for each director and PSC under ECCTA 2023.
| Person | Role | Status |
|---|---|---|
| Ms Sarah Whitfield | Director | Verified |
| Mr David Okoro | Director | Verified |
| Mrs Helen Marsh | Director | Verify due |
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Charges & mortgages Example
| Code | Status | Created | Description |
|---|---|---|---|
| 000000000002 | Outstanding | 2022-11-04 | A registered charge |
| 000000000001 | Fully satisfied | 2016-02-19 | A registered charge |
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Filing history Example
| Date | Type | Description |
|---|---|---|
| 2026-05-01 | CS01 | Confirmation statement made on 2026-05-01 |
| 2025-09-27 | AA | Accounts for a small company made up to 2025-05-31 |
| 2025-06-30 | AP01 | Appointment of a director |
| 2025-01-14 | PSC02 | Notification of a person with significant control |
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Previous Names
- SWLAW INVESTMENT & FINANCIAL PLANNING LTD 28 April 2011 to 19 July 2023
- PFS ASSET MANAGEMENT LTD 18 December 2002 to 28 April 2011
- ARROW BUSINESS SOLUTIONS LIMITED 7 November 1997 to 18 December 2002
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