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Shipman Financial Planning Limited

Shipman Financial Planning Limited is an active company incorporated on 7 August 2009 with the registered office located in Exeter, Devon. Shipman Financial Planning Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
06984287
Private limited company
Age
16 years
Incorporated 7 August 2009
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 7 August 2025 (2 months ago)
Next confirmation dated 7 August 2026
Due by 21 August 2026 (10 months remaining)
Last change occurred 2 years 2 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
Ground Floor Eagle House, 1 Babbage Way
Exeter Science Park
Exeter
Devon
EX5 2FN
United Kingdom
Same address for the past 4 years
Telephone
01392278491
Email
Available in Endole App
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Aug 1974
Director • British • Lives in England • Born in Jan 1982
Director • Financial Planner • British • Lives in England • Born in Sep 1971
Shipman Holdings Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Shipman Wealth Management Ltd
Peter Robert Ellis, Michael Anthony Williams, and 1 more are mutual people.
Active
Shipman Group Holdings Limited
Peter Robert Ellis, Michael Anthony Williams, and 1 more are mutual people.
Active
Whichers Ifa Limited
Peter Robert Ellis and Michael Anthony Williams are mutual people.
Active
Monahans Holdings Limited
Peter Robert Ellis and Michael Anthony Williams are mutual people.
Active
Shipman Group Limited
Peter Robert Ellis is a mutual person.
Active
Feron Spires I.F.C Limited
Peter Robert Ellis is a mutual person.
Active
BKD Wealth Management Limited
Peter Robert Ellis is a mutual person.
Active
Shipman Holdings Limited
Peter Robert Ellis is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£275.86K
Increased by £221.54K (+408%)
Turnover
£3.31M
Decreased by £279.72K (-8%)
Employees
2
Decreased by 18 (-90%)
Total Assets
£6.85M
Decreased by £331.21K (-5%)
Total Liabilities
-£4.62M
Decreased by £403.08K (-8%)
Net Assets
£2.23M
Increased by £71.87K (+3%)
Debt Ratio (%)
68%
Decreased by 2.5% (-4%)
Latest Activity
Full Accounts Submitted
26 Days Ago on 24 Sep 2025
Confirmation Submitted
2 Months Ago on 13 Aug 2025
Michael Anthony Williams Resigned
7 Months Ago on 11 Mar 2025
Mrs Amanda Hilary Browning Appointed
7 Months Ago on 11 Mar 2025
Full Accounts Submitted
1 Year Ago on 7 Oct 2024
Confirmation Submitted
1 Year 2 Months Ago on 9 Aug 2024
Lucy Jane Ernest Resigned
1 Year 5 Months Ago on 30 Apr 2024
Small Accounts Submitted
2 Years Ago on 5 Oct 2023
Confirmation Submitted
2 Years 2 Months Ago on 9 Aug 2023
Shipman Holdings Limited (PSC) Details Changed
2 Years 10 Months Ago on 14 Dec 2022
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Documents
Full accounts made up to 31 December 2024
Submitted on 24 Sep 2025
Change of details for Shipman Holdings Limited as a person with significant control on 14 December 2022
Submitted on 9 Sep 2025
Confirmation statement made on 7 August 2025 with no updates
Submitted on 13 Aug 2025
Termination of appointment of Michael Anthony Williams as a director on 11 March 2025
Submitted on 13 Mar 2025
Appointment of Mrs Amanda Hilary Browning as a director on 11 March 2025
Submitted on 13 Mar 2025
Full accounts made up to 31 December 2023
Submitted on 7 Oct 2024
Confirmation statement made on 7 August 2024 with no updates
Submitted on 9 Aug 2024
Termination of appointment of Lucy Jane Ernest as a director on 30 April 2024
Submitted on 21 May 2024
Accounts for a small company made up to 31 December 2022
Submitted on 5 Oct 2023
Confirmation statement made on 7 August 2023 with updates
Submitted on 9 Aug 2023
Repayment History
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