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Forvis Mazars Financial Planning Limited

Forvis Mazars Financial Planning Limited is an active company incorporated on 13 March 1996 with the registered office located in London, City of London. Forvis Mazars Financial Planning Limited was registered 29 years ago.
Status
Active
Active since incorporation
Company No
03172233
Private limited company
Age
29 years
Incorporated 13 March 1996
Size
Medium
Turnover is under £54M
Balance sheet is under £27M
Under 250 employees
Confirmation
Submitted
Dated 13 March 2025 (7 months ago)
Next confirmation dated 13 March 2026
Due by 27 March 2026 (4 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Sep ⟶ 31 Aug 2024 (1 year)
Accounts type is Full
Next accounts for period 31 August 2025
Due by 31 May 2026 (6 months remaining)
Learn more about Forvis Mazars Financial Planning Limited
Contact Update Details
Address
30 Old Bailey
London
EC4M 7AU
United Kingdom
Address changed on 27 Apr 2022 (3 years ago)
Previous address was Tower Bridge House St Katharine's Way London E1W 1DD
Telephone
02070634000
Email
Unreported
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Alan Duley
Director • British • Lives in UK • Born in Jan 1968
David John Baker
Director • British • Lives in UK • Born in Jul 1979
Natalie Dawn Van Horning
Director • British • Lives in UK • Born in Nov 1982
Ian John Pickford
Director • British • Lives in England • Born in Oct 1960
Margaret Laidlaw
Director • British • Lives in UK • Born in Oct 1965
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Shareholders, PSCs & Group Structure
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Mutual Companies
Forvis Mazars LLP
Ian John Pickford, David John Baker, and 3 more are mutual people.
Active
Independent Women Limited
Ian John Pickford, David John Baker, and 1 more are mutual people.
Active
Forvis Mazars Trustee Company Limited
Ian John Pickford and Margaret Laidlaw are mutual people.
Active
Rowanmoor Consultancy Limited
Ian John Pickford is a mutual person.
Active
Forvis Mazars Trustee Company (London) Limited
Ian John Pickford is a mutual person.
Active
Fintel Plc
Ian John Pickford is a mutual person.
Active
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Brands
Independent Women
Independent Women is an advice firm specializing in financial planning, investment management, and personal tax advice for women.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Aug 2024
For period 31 Aug ⟶ 31 Aug 2024
Traded for 12 months
Cash in Bank
£987K
Increased by £64K (+7%)
Turnover
£19.17M
Increased by £1.54M (+9%)
Employees
123
Decreased by 6 (-5%)
Total Assets
£13.08M
Increased by £4.2M (+47%)
Total Liabilities
-£5.49M
Increased by £4.07M (+286%)
Net Assets
£7.59M
Increased by £135K (+2%)
Debt Ratio (%)
42%
Increased by 25.95% (+162%)
See 10 Year Full Financials
Latest Activity
Ian John Pickford Resigned
2 Months Ago on 31 Aug 2025
Full Accounts Submitted
7 Months Ago on 10 Apr 2025
Confirmation Submitted
7 Months Ago on 20 Mar 2025
Mrs Natalie Dawn Van Horning Appointed
9 Months Ago on 14 Jan 2025
Mazars Services Limited (PSC) Details Changed
1 Year 4 Months Ago on 11 Jun 2024
Mazars Limited (PSC) Details Changed
1 Year 5 Months Ago on 13 May 2024
Full Accounts Submitted
1 Year 7 Months Ago on 26 Mar 2024
Confirmation Submitted
1 Year 7 Months Ago on 19 Mar 2024
Mr Alan Duley Details Changed
2 Years 4 Months Ago on 26 Jun 2023
Forvis Mazars Services Limited (PSC) Details Changed
9 Years Ago on 6 Apr 2016
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Documents
Change of details for Forvis Mazars Services Limited as a person with significant control on 6 April 2016
Submitted on 10 Oct 2025
Change of details for a person with significant control
Submitted on 8 Oct 2025
Termination of appointment of Ian John Pickford as a director on 31 August 2025
Submitted on 2 Sep 2025
Full accounts made up to 31 August 2024
Submitted on 10 Apr 2025
Confirmation statement made on 13 March 2025 with updates
Submitted on 20 Mar 2025
Appointment of Mrs Natalie Dawn Van Horning as a director on 14 January 2025
Submitted on 17 Feb 2025
Change of details for Mazars Services Limited as a person with significant control on 11 June 2024
Submitted on 12 Jun 2024
Certificate of change of name
Submitted on 31 May 2024
Change of details for Mazars Limited as a person with significant control on 13 May 2024
Submitted on 14 May 2024
Full accounts made up to 31 August 2023
Submitted on 26 Mar 2024
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Repayment History
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