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Adroit Financial Planning Limited
Adroit Financial Planning Limited is an active company incorporated on 7 March 2012 with the registered office located in London, City of London. Adroit Financial Planning Limited was registered 13 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
07980535
Private limited company
Age
13 years
Incorporated
7 March 2012
Size
Small
Turnover is under
£15M
Under
50 employees
Confirmation
Submitted
Dated
4 March 2025
(7 months ago)
Next confirmation dated
4 March 2026
Due by
18 March 2026
(4 months remaining)
Last change occurred
2 years 7 months ago
Accounts
Submitted
For period
1 Jul
⟶
30 Jun 2024
(1 year)
Accounts type is
Audit Exemption Subsidiary
Next accounts for period
30 June 2025
Due by
31 March 2026
(5 months remaining)
Learn more about Adroit Financial Planning Limited
Contact
Update Details
Address
21 Lombard Street
London
EC3V 9AH
England
Address changed on
6 Jul 2023
(2 years 3 months ago)
Previous address was
Companies in EC3V 9AH
Telephone
01618718720
Email
Available in Endole App
Website
Adroitfp.co.uk
See All Contacts
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Robin Thomas Eggar
Director • British • Lives in UK • Born in Aug 1977
Paul Edward Rosson
Director • Principal Financial Consultant • British • Lives in England • Born in May 1968
Mr Neil Arthur Jefferies
Director • Head Of Financial Planning Services • British • Lives in England • Born in Jul 1964
Laura Anne Morgan
Secretary
Brooks Macdonald Group Plc
PSC
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Brooks Macdonald Financial Consulting Limited
Robin Thomas Eggar is a mutual person.
Active
Brooks Macdonald Asset Management Limited
Robin Thomas Eggar is a mutual person.
Active
Brooks Macdonald Funds Limited
Robin Thomas Eggar is a mutual person.
Active
Levitas Investment Management Services Limited
Robin Thomas Eggar is a mutual person.
Active
Integrity Wealth Solutions Limited
Robin Thomas Eggar is a mutual person.
Active
Lucas Fettes Holdings Limited
Robin Thomas Eggar is a mutual person.
Active
Integrity Wealth (Holdings) Limited
Robin Thomas Eggar is a mutual person.
Active
Cornelian Asset Managers Limited
Robin Thomas Eggar is a mutual person.
Active
See All Mutual Companies
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
£766.78K
Increased by £341.02K (+80%)
Turnover
£2.12M
Decreased by £1.03M (-33%)
Employees
18
Increased by 18 (%)
Total Assets
£1.68M
Increased by £631.2K (+60%)
Total Liabilities
-£1.34M
Increased by £951.47K (+246%)
Net Assets
£337.86K
Decreased by £320.27K (-49%)
Debt Ratio (%)
80%
Increased by 42.81% (+116%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
7 Months Ago on 5 Mar 2025
Subsidiary Accounts Submitted
9 Months Ago on 7 Jan 2025
Confirmation Submitted
1 Year 7 Months Ago on 4 Mar 2024
Subsidiary Accounts Submitted
1 Year 9 Months Ago on 18 Jan 2024
Laura Anne Morgan Appointed
1 Year 11 Months Ago on 1 Nov 2023
Inspection Address Changed
2 Years 3 Months Ago on 6 Jul 2023
Registers Moved To Registered Address
2 Years 3 Months Ago on 6 Jul 2023
Mr Robin Thomas Eggar Appointed
2 Years 3 Months Ago on 30 Jun 2023
Accounting Period Extended
2 Years 6 Months Ago on 31 Mar 2023
Registered Address Changed
2 Years 6 Months Ago on 29 Mar 2023
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Get Credit Report
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See All Credit Score & Limits
Documents
Confirmation statement made on 4 March 2025 with no updates
Submitted on 5 Mar 2025
Notice of agreement to exemption from audit of accounts for period ending 30/06/24
Submitted on 7 Jan 2025
Audit exemption statement of guarantee by parent company for period ending 30/06/24
Submitted on 7 Jan 2025
Consolidated accounts of parent company for subsidiary company period ending 30/06/24
Submitted on 7 Jan 2025
Audit exemption subsidiary accounts made up to 30 June 2024
Submitted on 7 Jan 2025
Confirmation statement made on 4 March 2024 with no updates
Submitted on 4 Mar 2024
Audit exemption statement of guarantee by parent company for period ending 30/06/23
Submitted on 18 Jan 2024
Audit exemption subsidiary accounts made up to 30 June 2023
Submitted on 18 Jan 2024
Consolidated accounts of parent company for subsidiary company period ending 30/06/23
Submitted on 18 Jan 2024
Notice of agreement to exemption from audit of accounts for period ending 30/06/23
Submitted on 18 Jan 2024
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Repayment History
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