ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Fern Financial Planning Limited

Fern Financial Planning Limited is an active company incorporated on 31 May 2016 with the registered office located in Ludlow, Shropshire. Fern Financial Planning Limited was registered 9 years ago.
Status
Active
Active since incorporation
Company No
10205768
Private limited company
Age
9 years
Incorporated 31 May 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 13 June 2025 (3 months ago)
Next confirmation dated 13 June 2026
Due by 27 June 2026 (9 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jun ⟶ 31 May 2025 (12 months)
Accounts type is Unaudited Abridged
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 5 months remaining)
Learn more about Fern Financial Planning Limited
Contact
Address
Mile End
Overton Road
Ludlow
Shropshire
SY8 4AA
England
Address changed on 10 Dec 2021 (3 years ago)
Previous address was James Stanley & Co Limited 1733 Coventry Road Birmingham B26 1DT United Kingdom
Telephone
01584 817272
Email
Unreported
See All Contacts
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Mrs Julie Anne Morris
Director • PSC • Administrator • British • Lives in UK • Born in Jul 1973
Mr Kevin John Morris
Director • PSC • Financial Adviser • British • Lives in UK • Born in Oct 1971
See Key People
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
See All Shareholders, PSCs & Group Structure
Mutual Companies
No mutual companies found
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2017–2025)
Period Ended
31 May 2025
For period 31 May ⟶ 31 May 2025
Traded for 12 months
Cash in Bank
£82.58K
Increased by £20.88K (+34%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£106.06K
Increased by £11.38K (+12%)
Total Liabilities
-£60.46K
Decreased by £10.98K (-15%)
Net Assets
£45.6K
Increased by £22.36K (+96%)
Debt Ratio (%)
57%
Decreased by 18.45% (-24%)
See 10 Year Full Financials
Latest Activity
Abridged Accounts Submitted
2 Months Ago on 4 Jul 2025
Confirmation Submitted
3 Months Ago on 16 Jun 2025
Abridged Accounts Submitted
1 Year 2 Months Ago on 10 Jul 2024
Confirmation Submitted
1 Year 2 Months Ago on 20 Jun 2024
Abridged Accounts Submitted
2 Years 1 Month Ago on 26 Jul 2023
Confirmation Submitted
2 Years 3 Months Ago on 14 Jun 2023
Abridged Accounts Submitted
3 Years Ago on 6 Jul 2022
Confirmation Submitted
3 Years Ago on 15 Jun 2022
Mr Kevin John Morris (PSC) Details Changed
3 Years Ago on 9 Jun 2022
Mr Kevin John Morris Details Changed
3 Years Ago on 9 Jun 2022
Get Alerts
Get Credit Report
Discover Fern Financial Planning Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Unaudited abridged accounts made up to 31 May 2025
Submitted on 4 Jul 2025
Confirmation statement made on 13 June 2025 with no updates
Submitted on 16 Jun 2025
Unaudited abridged accounts made up to 31 May 2024
Submitted on 10 Jul 2024
Confirmation statement made on 13 June 2024 with no updates
Submitted on 20 Jun 2024
Unaudited abridged accounts made up to 31 May 2023
Submitted on 26 Jul 2023
Confirmation statement made on 13 June 2023 with no updates
Submitted on 14 Jun 2023
Unaudited abridged accounts made up to 31 May 2022
Submitted on 6 Jul 2022
Confirmation statement made on 13 June 2022 with no updates
Submitted on 15 Jun 2022
Change of details for Mr Kevin John Morris as a person with significant control on 9 June 2022
Submitted on 9 Jun 2022
Change of details for Mrs Julie Anne Morris as a person with significant control on 9 June 2022
Submitted on 9 Jun 2022
Explore All Documents
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
See All Charges & CCJs