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Opus Independent Financial Planning Limited

Opus Independent Financial Planning Limited is an active company incorporated on 5 July 2010 with the registered office located in Sutton Coldfield, West Midlands. Opus Independent Financial Planning Limited was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07304649
Private limited company
Age
15 years
Incorporated 5 July 2010
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 9 October 2025 (1 month ago)
Next confirmation dated 9 October 2026
Due by 23 October 2026 (11 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Jul ⟶ 30 Jun 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2025
Due by 31 March 2026 (4 months remaining)
Learn more about Opus Independent Financial Planning Limited
Contact Update Details
Address
1 Coleshill Street
Sutton Coldfield
West Midlands
B72 1SD
England
Same address for the past 9 years
Telephone
01213544034
Email
Unreported
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People
Officers
3
Shareholders
7
Controllers (PSC)
2
Oliver Simon Codrington
Director • British • Lives in UK • Born in Jan 1980
Julian Mark Puddy
Director • British • Lives in UK • Born in Nov 1962
Benjamin James Rees
Director • British • Lives in England • Born in Mar 1982
Mr Benjamin James Rees
PSC • British • Lives in England • Born in Mar 1982
Mr Lee Thomas Axford
PSC • British • Lives in UK • Born in Jul 1973
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Shareholders, PSCs & Group Structure
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Mutual Companies
Eynsham House Ltd
Julian Mark Puddy and Oliver Simon Codrington are mutual people.
Active
Opus Business Pensions Limited
Julian Mark Puddy is a mutual person.
Active
OMC Advisory Limited
Oliver Simon Codrington is a mutual person.
Active
The Directors Pension Ltd
Julian Mark Puddy is a mutual person.
Active
Pension Led Finance Ltd
Julian Mark Puddy is a mutual person.
Dissolved
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Brands
Opus Business Pensions
Opus Business Pensions provides advice on Small Self-Administered Schemes (SSAS) to assist UK directors in managing tax liabilities and business cash flow.
Opus IFP
Opus Independent Financial Planning Limited provides financial planning services to individuals.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
30 Jun 2024
For period 30 Jun ⟶ 30 Jun 2024
Traded for 12 months
Cash in Bank
£68.7K
Increased by £47.57K (+225%)
Turnover
Unreported
Same as previous period
Employees
7
Decreased by 1 (-13%)
Total Assets
£795.71K
Decreased by £16.46K (-2%)
Total Liabilities
-£280.77K
Decreased by £203.75K (-42%)
Net Assets
£514.93K
Increased by £187.29K (+57%)
Debt Ratio (%)
35%
Decreased by 24.37% (-41%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
1 Month Ago on 9 Oct 2025
Confirmation Submitted
7 Months Ago on 2 Apr 2025
Julian Mark Puddy Resigned
1 Year Ago on 31 Oct 2024
Full Accounts Submitted
1 Year 1 Month Ago on 27 Sep 2024
Confirmation Submitted
1 Year 7 Months Ago on 2 Apr 2024
Full Accounts Submitted
1 Year 10 Months Ago on 15 Jan 2024
Simon White Resigned
2 Years 2 Months Ago on 16 Aug 2023
Confirmation Submitted
2 Years 7 Months Ago on 12 Apr 2023
Full Accounts Submitted
2 Years 7 Months Ago on 31 Mar 2023
Confirmation Submitted
3 Years Ago on 29 Mar 2022
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Get Credit Report
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Documents
Confirmation statement made on 9 October 2025 with updates
Submitted on 9 Oct 2025
Confirmation statement made on 28 March 2025 with updates
Submitted on 2 Apr 2025
Second filing of Confirmation Statement dated 29 March 2022
Submitted on 25 Nov 2024
Termination of appointment of Julian Mark Puddy as a director on 31 October 2024
Submitted on 5 Nov 2024
Total exemption full accounts made up to 30 June 2024
Submitted on 27 Sep 2024
Confirmation statement made on 28 March 2024 with no updates
Submitted on 2 Apr 2024
Total exemption full accounts made up to 30 June 2023
Submitted on 15 Jan 2024
Termination of appointment of Simon White as a director on 16 August 2023
Submitted on 28 Aug 2023
Confirmation statement made on 29 March 2023 with updates
Submitted on 12 Apr 2023
Total exemption full accounts made up to 30 June 2022
Submitted on 31 Mar 2023
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Repayment History
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