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Chesterton House Financial Planning Ltd

Chesterton House Financial Planning Ltd is an active company incorporated on 1 April 1987 with the registered office located in Loughborough, Leicestershire. Chesterton House Financial Planning Ltd was registered 38 years ago.
Status
Active
Active since incorporation
Company No
02118345
Private limited company
Age
38 years
Incorporated 1 April 1987
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 16 June 2025 (4 months ago)
Next confirmation dated 16 June 2026
Due by 30 June 2026 (8 months remaining)
Last change occurred 4 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Mar 2024 (1 year 3 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
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Contact Update Details
Address
2-3 Rectory Place
Loughborough
Leicestershire
LE11 1UW
Same address for the past 11 years
Telephone
01580819192
Email
Available in Endole App
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People
Officers
7
Shareholders
1
Controllers (PSC)
1
Richard Henry Paxton Urwin
Director • Financial Adviser • Lives in England • Born in Oct 1968
Jonathan Nicholas Potter
Director • Compliance Director • British • Lives in England • Born in Aug 1971
Andrew Kevin Jervis
Director • Financial Adviser • Lives in England • Born in Jun 1958
Dawn Louise Hubbard
Director • HR Director • British • Lives in England • Born in May 1973
David William Wright
Director • Independent Financial Adviser • British • Lives in UK • Born in Sep 1967
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Shareholders, PSCs & Group Structure
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Mutual Companies
Woodgate Financial Planning Ltd
Andrew Kevin Jervis, Richard Henry Paxton Urwin, and 1 more are mutual people.
Active
Chesterton House Limited
Andrew Kevin Jervis, Richard Henry Paxton Urwin, and 1 more are mutual people.
Active
Woolley, Beardsleys & Bosworth LLP
Andrew Kevin Jervis and Richard Henry Paxton Urwin are mutual people.
Active
Chesterton House Accounting Services LLP
Andrew Kevin Jervis and Richard Henry Paxton Urwin are mutual people.
Active
Loughborough Parish Green Partnership Limited
Andrew Kevin Jervis is a mutual person.
Active
Pet Care Ventures Ltd
Andrew Kevin Jervis is a mutual person.
Active
Ejedel Ltd
Andrew Kevin Jervis is a mutual person.
Active
Chesterton House Heritage Productions Ltd
Andrew Kevin Jervis is a mutual person.
Active
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Brands
Chesterton House Financial Planning Ltd
Chesterton House Financial Planning Ltd provides financial planning services, including retirement preparation and wealth management.
Woodgate Financial Planning
Woodgate Financial Planning assists individuals in achieving their financial goals by providing guidance.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Mar 2024
For period 31 Dec ⟶ 31 Mar 2024
Traded for 15 months
Cash in Bank
£396.3K
Decreased by £23.28K (-6%)
Turnover
Unreported
Same as previous period
Employees
50
Increased by 3 (+6%)
Total Assets
£1.31M
Increased by £125.73K (+11%)
Total Liabilities
-£626.93K
Increased by £379.03K (+153%)
Net Assets
£680.09K
Decreased by £253.3K (-27%)
Debt Ratio (%)
48%
Increased by 26.98% (+129%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
4 Months Ago on 27 Jun 2025
Full Accounts Submitted
10 Months Ago on 31 Dec 2024
Accounting Period Extended
1 Year 1 Month Ago on 29 Sep 2024
Ms Rachel Kitching Appointed
1 Year 4 Months Ago on 1 Jul 2024
Mr Jonathan Nicholas Potter Appointed
1 Year 4 Months Ago on 1 Jul 2024
Mrs Dawn Louise Hubbard Appointed
1 Year 4 Months Ago on 1 Jul 2024
Mr David William Wright Appointed
1 Year 4 Months Ago on 1 Jul 2024
Confirmation Submitted
1 Year 4 Months Ago on 26 Jun 2024
Full Accounts Submitted
2 Years 1 Month Ago on 30 Sep 2023
Chesterton House Limited (PSC) Appointed
2 Years 2 Months Ago on 4 Aug 2023
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Get Credit Report
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Documents
Confirmation statement made on 16 June 2025 with updates
Submitted on 27 Jun 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 31 Dec 2024
Previous accounting period extended from 31 December 2023 to 31 March 2024
Submitted on 29 Sep 2024
Appointment of Ms Rachel Kitching as a director on 1 July 2024
Submitted on 28 Aug 2024
Appointment of Mr Jonathan Nicholas Potter as a director on 1 July 2024
Submitted on 27 Aug 2024
Appointment of Mrs Dawn Louise Hubbard as a director on 1 July 2024
Submitted on 27 Aug 2024
Appointment of Mr David William Wright as a director on 1 July 2024
Submitted on 14 Aug 2024
Confirmation statement made on 16 June 2024 with updates
Submitted on 26 Jun 2024
Total exemption full accounts made up to 31 December 2022
Submitted on 30 Sep 2023
Cessation of Andrew Kevin Jervis as a person with significant control on 4 August 2023
Submitted on 7 Aug 2023
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Repayment History
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