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Albert Goodman Financial Planning Limited

Albert Goodman Financial Planning Limited is an active company incorporated on 14 November 1994 with the registered office located in Taunton, Somerset. Albert Goodman Financial Planning Limited was registered 31 years ago.
Status
Active
Active since incorporation
Company No
02989819
Private limited company
Age
31 years
Incorporated 14 November 1994
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 14 November 2025 (2 months ago)
Next confirmation dated 14 November 2026
Due by 28 November 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 May ⟶ 31 Mar 2025 (11 months)
Accounts type is Small
Next accounts for period 31 March 2026
Due by 31 December 2026 (10 months remaining)
Learn more about Albert Goodman Financial Planning Limited
Contact
Address
Goodwood House
Blackbrook Park Avenue
Taunton
Somerset
TA1 2PX
United Kingdom
Same address for the past 6 years
Telephone
01823286096
Email
Available in Endole App
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People
Officers
8
Shareholders
1
Controllers (PSC)
1
Reme Dean Fox Holland
Director • Chartered Financial Planner • British • Lives in UK • Born in Sep 1982
Louise Claire Osborne
Director • Chartered Financial Planner • British • Lives in England • Born in Aug 1982
Joanne Clements
Director • Compliance Director • British • Lives in UK • Born in Nov 1968
Claire Rosemary Musson
Director • Chartered Financial Planner • British • Lives in UK • Born in Feb 1968
Calum Mark Butt
Director • Chartered Financial Planner • British • Lives in UK • Born in Apr 1993
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Shareholders, PSCs & Group Structure
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Mutual Companies
Albert Goodman Trust Corporation Limited
Iain Robert McVicar and Louise Claire Osborne are mutual people.
Active
Albert Goodman LLP
Reme Dean Fox Holland and Louise Claire Osborne are mutual people.
Active
The Soil Association Land Trust
Iain Robert McVicar is a mutual person.
Active
Cobhay Limited
Iain Robert McVicar is a mutual person.
Active
Albert Goodman Trustee & Executor Company Limited
Iain Robert McVicar is a mutual person.
Active
Albert Goodman Corporate Finance Limited
Iain Robert McVicar is a mutual person.
Active
Albert Goodman Probate Limited
Iain Robert McVicar is a mutual person.
Active
M W Medical Limited
Iain Robert McVicar is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 1 May ⟶ 31 Mar 2025
Traded for 11 months
Cash in Bank
£87.52K
Decreased by £14.29K (-14%)
Turnover
Unreported
Same as previous period
Employees
34
Increased by 6 (+21%)
Total Assets
£721.48K
Increased by £95.71K (+15%)
Total Liabilities
-£421.48K
Increased by £45.71K (+12%)
Net Assets
£300K
Increased by £50K (+20%)
Debt Ratio (%)
58%
Decreased by 1.63% (-3%)
See 10 Year Full Financials
Latest Activity
Small Accounts Submitted
1 Month Ago on 6 Jan 2026
Confirmation Submitted
2 Months Ago on 17 Nov 2025
Calum Mark Butt Appointed
9 Months Ago on 29 Apr 2025
Small Accounts Submitted
1 Year Ago on 28 Jan 2025
Confirmation Submitted
1 Year 2 Months Ago on 18 Nov 2024
Accounting Period Shortened
1 Year 7 Months Ago on 20 Jun 2024
Small Accounts Submitted
2 Years Ago on 22 Jan 2024
Mrs Louise Claire Osborne Details Changed
2 Years 2 Months Ago on 27 Nov 2023
Confirmation Submitted
2 Years 2 Months Ago on 20 Nov 2023
Albert Goodman Llp (PSC) Details Changed
6 Years Ago on 7 Oct 2019
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Documents
Accounts for a small company made up to 31 March 2025
Submitted on 6 Jan 2026
Confirmation statement made on 14 November 2025 with updates
Submitted on 17 Nov 2025
Change of details for Albert Goodman Llp as a person with significant control on 7 October 2019
Submitted on 19 Aug 2025
Appointment of Calum Mark Butt as a director on 29 April 2025
Submitted on 1 May 2025
Statement of capital following an allotment of shares on 31 March 2025
Submitted on 8 Apr 2025
Accounts for a small company made up to 30 April 2024
Submitted on 28 Jan 2025
Confirmation statement made on 14 November 2024 with updates
Submitted on 18 Nov 2024
Current accounting period shortened from 30 April 2025 to 31 March 2025
Submitted on 20 Jun 2024
Statement of capital following an allotment of shares on 30 April 2024
Submitted on 30 Apr 2024
Accounts for a small company made up to 30 April 2023
Submitted on 22 Jan 2024
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Repayment History
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