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Perspective (South) Limited

Perspective (South) Limited is an active company incorporated on 1 November 1995 with the registered office located in Chorley, Lancashire. Perspective (South) Limited was registered 29 years ago.
Status
Active
Active since incorporation
Company No
03120930
Private limited company
Age
29 years
Incorporated 1 November 1995
Size
Unreported
Confirmation
Submitted
Dated 1 November 2024 (10 months ago)
Next confirmation dated 1 November 2025
Due by 15 November 2025 (2 months remaining)
Last change occurred 10 months ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2024
Due by 30 September 2025 (22 days remaining)
Contact
Address
Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
England
Same address for the past 5 years
Telephone
Unreported
Email
Available in Endole App
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Chartered Financial Planner / Technical Director • British • Lives in UK • Born in Apr 1979
Director • Ifa • British • Lives in England • Born in May 1967
Director • Compliance Director • British • Lives in England • Born in Mar 1974
Director • Financial Adviser Director • British • Lives in England • Born in Nov 1970
Shareholders, PSCs & Group Structure
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Mutual Companies
Perspective (Thornton Springer) Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Fortitude Financial Planning Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Prosperity (Holdings) Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Perspective (North West) Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Whittington Goddard Associates Ltd
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Hawley & Wood Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Prosperity (GB) Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
PFM Group Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Brands
Perspective Financial Group Ltd
Perspective Financial Group Ltd is a national firm of financial planners and wealth managers with a network of local offices throughout the UK.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£517K
Increased by £202.23K (+64%)
Turnover
Unreported
Same as previous period
Employees
38
Increased by 18 (+90%)
Total Assets
£14.05M
Increased by £4.31M (+44%)
Total Liabilities
-£475K
Increased by £86.43K (+22%)
Net Assets
£13.58M
Increased by £4.22M (+45%)
Debt Ratio (%)
3%
Decreased by 0.61% (-15%)
Latest Activity
Confirmation Submitted
10 Months Ago on 7 Nov 2024
Subsidiary Accounts Submitted
11 Months Ago on 5 Oct 2024
Mr Timothy Masson Langman Details Changed
1 Year 9 Months Ago on 14 Nov 2023
Mr Joseph Walter Reed Details Changed
1 Year 9 Months Ago on 14 Nov 2023
Confirmation Submitted
1 Year 9 Months Ago on 14 Nov 2023
Subsidiary Accounts Submitted
2 Years Ago on 8 Sep 2023
Confirmation Submitted
2 Years 9 Months Ago on 21 Nov 2022
Subsidiary Accounts Submitted
2 Years 12 Months Ago on 12 Sep 2022
Mr Joseph Walter Reed Details Changed
4 Years Ago on 18 Mar 2021
Pfm Group Ltd (PSC) Details Changed
5 Years Ago on 16 Mar 2020
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Documents
Statement of capital following an allotment of shares on 24 December 2024
Submitted on 7 Jan 2025
Director's details changed for Mr Joseph Walter Reed on 18 March 2021
Submitted on 7 Nov 2024
Confirmation statement made on 1 November 2024 with updates
Submitted on 7 Nov 2024
Notice of agreement to exemption from audit of accounts for period ending 31/12/23
Submitted on 5 Oct 2024
Audit exemption statement of guarantee by parent company for period ending 31/12/23
Submitted on 5 Oct 2024
Consolidated accounts of parent company for subsidiary company period ending 31/12/23
Submitted on 5 Oct 2024
Audit exemption subsidiary accounts made up to 31 December 2023
Submitted on 5 Oct 2024
Statement of capital following an allotment of shares on 7 August 2024
Submitted on 21 Aug 2024
Confirmation statement made on 1 November 2023 with updates
Submitted on 14 Nov 2023
Director's details changed for Mr Joseph Walter Reed on 14 November 2023
Submitted on 14 Nov 2023
Repayment History
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