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Trillium Financial Planning Ltd

Trillium Financial Planning Ltd is an active company incorporated on 12 February 2001 with the registered office located in Norwich, Norfolk. Trillium Financial Planning Ltd was registered 24 years ago.
Status
Active
Active since incorporation
Company No
04158423
Private limited company
Age
24 years
Incorporated 12 February 2001
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 12 February 2025 (7 months ago)
Next confirmation dated 12 February 2026
Due by 26 February 2026 (5 months remaining)
Last change occurred 2 years 5 months ago
Accounts
Submitted
For period 1 Sep31 Aug 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 August 2025
Due by 30 May 2026 (8 months remaining)
Contact
Address
7a Alkmaar Way
Norwich
NR6 6BF
England
Address changed on 9 Nov 2022 (2 years 10 months ago)
Previous address was Unit 5, Avenue Business Park Brockley Road Elsworth Cambridge CB23 4EY England
Telephone
01638667198
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Jul 1972
Director • British • Lives in England • Born in Aug 1970
Insight Financial Associates Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Buxton Beresford Financial Planning Ltd
Jason Richard Howard and Antony Peter Howard are mutual people.
Active
Insight Health Solutions Ltd
Jason Richard Howard and Antony Peter Howard are mutual people.
Active
Robert Gerrard & Westbrook Limited
Jason Richard Howard is a mutual person.
Active
Insight Wealth Limited
Jason Richard Howard is a mutual person.
Active
Foresight Estate Planning And Will Writing Limited
Jason Richard Howard is a mutual person.
Active
Insight Private Finance Limited
Jason Richard Howard is a mutual person.
Active
Insight Financial Associates Limited
Jason Richard Howard is a mutual person.
Active
Penvest Limited
Jason Richard Howard is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Aug 2024
For period 31 Aug31 Aug 2024
Traded for 12 months
Cash in Bank
£26.5K
Increased by £8.6K (+48%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£83.76K
Increased by £17.72K (+27%)
Total Liabilities
-£41K
Decreased by £5.18K (-11%)
Net Assets
£42.75K
Increased by £22.89K (+115%)
Debt Ratio (%)
49%
Decreased by 20.97% (-30%)
Latest Activity
Full Accounts Submitted
17 Days Ago on 27 Aug 2025
Accounting Period Shortened
3 Months Ago on 28 May 2025
Confirmation Submitted
7 Months Ago on 14 Feb 2025
Small Accounts Submitted
1 Year 5 Months Ago on 27 Mar 2024
Accounting Period Shortened
1 Year 6 Months Ago on 5 Mar 2024
Confirmation Submitted
1 Year 6 Months Ago on 23 Feb 2024
Full Accounts Submitted
1 Year 11 Months Ago on 2 Oct 2023
Confirmation Submitted
2 Years 5 Months Ago on 28 Mar 2023
David Adrian Taylor Resigned
2 Years 10 Months Ago on 31 Oct 2022
Mr Jason Richard Howard Appointed
2 Years 10 Months Ago on 31 Oct 2022
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Documents
Total exemption full accounts made up to 31 August 2024
Submitted on 27 Aug 2025
Notice of agreement to exemption from audit of accounts for period ending 31/08/24
Submitted on 8 Aug 2025
Audit exemption statement of guarantee by parent company for period ending 31/08/24
Submitted on 8 Aug 2025
Previous accounting period shortened from 31 August 2024 to 30 August 2024
Submitted on 28 May 2025
Confirmation statement made on 12 February 2025 with no updates
Submitted on 14 Feb 2025
Accounts for a small company made up to 31 August 2023
Submitted on 27 Mar 2024
Previous accounting period shortened from 31 March 2024 to 31 August 2023
Submitted on 5 Mar 2024
Confirmation statement made on 12 February 2024 with no updates
Submitted on 23 Feb 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 2 Oct 2023
Confirmation statement made on 12 February 2023 with updates
Submitted on 28 Mar 2023
Repayment History
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