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Optimal Planning Ltd

Optimal Planning Ltd is an active company incorporated on 13 November 2006 with the registered office located in Salisbury, Wiltshire. Optimal Planning Ltd was registered 18 years ago.
Status
Active
Active since incorporation
Company No
05996871
Private limited company
Age
18 years
Incorporated 13 November 2006
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 13 November 2024 (11 months ago)
Next confirmation dated 13 November 2025
Due by 27 November 2025 (1 month remaining)
Last change occurred 1 year 11 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 2 months remaining)
Address
The Portway Centre
Old Sarum
Salisbury
SP4 6EB
Same address for the past 11 years
Telephone
01722770600
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • Secretary • PSC • Certified Financial Planner • British • Lives in England • Born in May 1970
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Optimal Planning
Optimal Planning is a firm that provides independent financial advice and comprehensive financial planning services.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£50.87K
Decreased by £10.73K (-17%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£62.44K
Decreased by £3.16K (-5%)
Total Liabilities
-£11.01K
Decreased by £1.73K (-14%)
Net Assets
£51.43K
Decreased by £1.43K (-3%)
Debt Ratio (%)
18%
Decreased by 1.78% (-9%)
Latest Activity
Full Accounts Submitted
2 Months Ago on 29 Jul 2025
Confirmation Submitted
11 Months Ago on 18 Nov 2024
Full Accounts Submitted
1 Year 5 Months Ago on 2 May 2024
Ms Catherine Julie Briers Appointed
1 Year 11 Months Ago on 24 Nov 2023
David Michael Thorpe Resigned
1 Year 11 Months Ago on 24 Nov 2023
Confirmation Submitted
1 Year 11 Months Ago on 24 Nov 2023
Full Accounts Submitted
2 Years 3 Months Ago on 27 Jun 2023
Full Accounts Submitted
2 Years 11 Months Ago on 18 Nov 2022
Confirmation Submitted
2 Years 11 Months Ago on 17 Nov 2022
Confirmation Submitted
3 Years Ago on 17 Nov 2021
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 29 Jul 2025
Confirmation statement made on 13 November 2024 with no updates
Submitted on 18 Nov 2024
Total exemption full accounts made up to 31 March 2024
Submitted on 2 May 2024
Confirmation statement made on 13 November 2023 with updates
Submitted on 24 Nov 2023
Termination of appointment of David Michael Thorpe as a secretary on 24 November 2023
Submitted on 24 Nov 2023
Appointment of Ms Catherine Julie Briers as a secretary on 24 November 2023
Submitted on 24 Nov 2023
Total exemption full accounts made up to 31 March 2023
Submitted on 27 Jun 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 18 Nov 2022
Confirmation statement made on 13 November 2022 with no updates
Submitted on 17 Nov 2022
Confirmation statement made on 13 November 2021 with no updates
Submitted on 17 Nov 2021
Repayment History
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