Isis Financial Planners Limited
Isis Financial Planners Limited is an active company incorporated on 10 September 2001 with the registered office located in Oxford, Oxfordshire. Isis Financial Planners Limited was registered 24 years ago.
Status
Active
Active since incorporation
Company No
04284325
Private limited company
Age
24 years
Incorporated 10 September 2001
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 8 September 2025 (1 month ago)
Next confirmation dated 8 September 2026
Due by 22 September 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 September 2025
Due by 30 June 2026 (7 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Philippe James Edwards and William Duncan Robert Allen are mutual people.
Active
Brands
Isis Financial Planners is a firm of Chartered Financial Planners that provides independent financial advice across the UK.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
£136.85K
Decreased by £85.4K (-38%)
Turnover
Unreported
Same as previous period
Employees
8
Same as previous period
Total Assets
£346.79K
Increased by £8.01K (+2%)
Total Liabilities
-£205.67K
Increased by £7.82K (+4%)
Net Assets
£141.12K
Increased by £194 (0%)
Debt Ratio (%)
59%
Increased by 0.91% (+2%)
Get Credit Report
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Repayment History
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