Brooks Financial Planning Limited
Brooks Financial Planning Limited is an active company incorporated on 27 November 2018 with the registered office located in Truro, Cornwall. Brooks Financial Planning Limited was registered 6 years ago.
Status
Active
Active since 5 years ago
Company No
11698410
Private limited company
Age
6 years
Incorporated 27 November 2018
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 4 August 2025 (2 months ago)
Next confirmation dated 4 August 2026
Due by 18 August 2026 (9 months remaining)
Last change occurred 2 years 2 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Unaudited Abridged
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Adam Peter Brooks and Mr Peter Anthony Brooks are mutual people.
Dissolved
Brands
Brooks Financial Planning Limited is a financial advisory firm that provides services such as investment management, retirement planning, and corporate services to assist clients in achieving their financial goals..
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£219.12K
Increased by £190.88K (+676%)
Turnover
Unreported
Same as previous period
Employees
11
Same as previous period
Total Assets
£2.02M
Decreased by £162.31K (-7%)
Total Liabilities
-£1.23M
Decreased by £266.14K (-18%)
Net Assets
£788.1K
Increased by £103.83K (+15%)
Debt Ratio (%)
61%
Decreased by 7.66% (-11%)
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Repayment History
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