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Saltus Financial Planning Limited

Saltus Financial Planning Limited is an active company incorporated on 28 March 2015 with the registered office located in Fareham, Hampshire. Saltus Financial Planning Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09516087
Private limited company
Age
10 years
Incorporated 28 March 2015
Size
Large
Balance sheet is over £27M
Confirmation
Submitted
Dated 28 March 2025 (9 months ago)
Next confirmation dated 28 March 2026
Due by 11 April 2026 (3 months remaining)
Last change occurred 9 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Group
Next accounts for period 31 March 2026
Due by 31 December 2026 (12 months remaining)
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Contact
Address
4500 Parkway
Whiteley
Fareham
PO15 7AZ
England
Address changed on 16 Feb 2022 (3 years ago)
Previous address was 4500 Parkway Parkway Whiteley Fareham PO15 7AZ England
Telephone
01489663700
Email
Available in Endole App
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People
Officers
6
Shareholders
1
Controllers (PSC)
1
Kathryn Kendall
Director • British • Lives in England • Born in Oct 1981
Alistair Stuart
Director • British • Lives in UK • Born in Sep 1967
Jason Edwards
Director • Chief Compliance Officer • British • Lives in England • Born in Mar 1974
Alexander James Spreckley
Director • Managing Director • British • Lives in England • Born in Apr 1978
Jonathan Hugo Macintosh
Director • Chief Executive • British • Lives in England • Born in Aug 1968
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Shareholders, PSCs & Group Structure
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Mutual Companies
Saltus Partnership Limited
Daniel Robert Underwood, Jason Edwards, and 3 more are mutual people.
Active
Saltus Partners LLP
Daniel Robert Underwood, Jason Edwards, and 3 more are mutual people.
Active
Saltus Wealth Partnership Limited
Jason Edwards, Alexander James Spreckley, and 1 more are mutual people.
Active
Abacus Estate Planning Services Limited
Jason Edwards, Kathryn Kendall, and 1 more are mutual people.
Active
Delta Financial Management Limited
Jason Edwards and Daniel Robert Underwood are mutual people.
Active
Lowes Group Limited
Jason Edwards and Daniel Robert Underwood are mutual people.
Active
Lowes Investment Management Limited
Daniel Robert Underwood and Jason Edwards are mutual people.
Active
GM2 Limited
Daniel Robert Underwood and Jason Edwards are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£5.32M
Increased by £3.23M (+155%)
Turnover
£27.41M
Increased by £10.18M (+59%)
Employees
12
Increased by 10 (+500%)
Total Assets
£108.83M
Increased by £18.95M (+21%)
Total Liabilities
-£32.49M
Decreased by £3M (-8%)
Net Assets
£76.35M
Increased by £21.95M (+40%)
Debt Ratio (%)
30%
Decreased by 9.63% (-24%)
See 10 Year Full Financials
Latest Activity
Amended Group Accounts Submitted
5 Days Ago on 28 Dec 2025
Group Accounts Submitted
17 Days Ago on 16 Dec 2025
Mr Jonathan Hugo Macintosh Appointed
3 Months Ago on 23 Sep 2025
Mr Alistair Stuart Appointed
3 Months Ago on 23 Sep 2025
Confirmation Submitted
9 Months Ago on 28 Mar 2025
Alice Lording Resigned
11 Months Ago on 20 Jan 2025
Group Accounts Submitted
1 Year 1 Month Ago on 5 Nov 2024
Confirmation Submitted
1 Year 8 Months Ago on 11 Apr 2024
Group Accounts Submitted
2 Years Ago on 18 Dec 2023
Mrs Kathryn Kendall Appointed
2 Years 4 Months Ago on 5 Sep 2023
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Get Credit Report
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Documents
Amended group of companies' accounts made up to 31 March 2025
Submitted on 28 Dec 2025
Group of companies' accounts made up to 31 March 2025
Submitted on 16 Dec 2025
Statement of capital following an allotment of shares on 28 November 2025
Submitted on 1 Dec 2025
Appointment of Mr Jonathan Hugo Macintosh as a director on 23 September 2025
Submitted on 24 Sep 2025
Appointment of Mr Alistair Stuart as a director on 23 September 2025
Submitted on 24 Sep 2025
Statement of capital following an allotment of shares on 9 September 2025
Submitted on 11 Sep 2025
Statement of capital following an allotment of shares on 30 April 2025
Submitted on 7 May 2025
Statement of capital following an allotment of shares on 30 April 2025
Submitted on 7 May 2025
Confirmation statement made on 28 March 2025 with updates
Submitted on 28 Mar 2025
Termination of appointment of Alice Lording as a director on 20 January 2025
Submitted on 21 Jan 2025
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Repayment History
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