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Octo Financial Planning Ltd

Octo Financial Planning Ltd is an active company incorporated on 17 February 2022 with the registered office located in Dartford, Kent. Octo Financial Planning Ltd was registered 3 years ago.
Status
Active
Active since incorporation
Company No
13922409
Private limited company
Age
3 years
Incorporated 17 February 2022
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 8 September 2025 (1 month ago)
Next confirmation dated 8 September 2026
Due by 22 September 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 29 Feb28 Feb 2025 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 28 February 2026
Due by 30 November 2026 (1 year remaining)
Address
Charles Lake House Claire Causeway
Crossways Business Park
Dartford
DA2 6QA
England
Address changed on 19 Sep 2024 (1 year 1 month ago)
Previous address was 127 Unthank Road Norwich Norfolk NR2 2PE England
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
PSC • Director • British • Lives in UK • Born in Nov 1984
PSC • Director • British • Lives in UK • Born in Apr 1962
Shareholders, PSCs & Group Structure
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Mutual Companies
Octo Mortgages Ltd
Alan Pearson and Jason Summerfield are mutual people.
Active
Octo Wealth Management Ltd
Alan Pearson and Jason Summerfield are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2023–2025)
Period Ended
28 Feb 2025
For period 28 Feb28 Feb 2025
Traded for 12 months
Cash in Bank
£205.21K
Decreased by £55.23K (-21%)
Turnover
Unreported
Same as previous period
Employees
2
Increased by 2 (%)
Total Assets
£399.25K
Increased by £78.33K (+24%)
Total Liabilities
-£368.35K
Increased by £49.04K (+15%)
Net Assets
£30.9K
Increased by £29.29K (+1816%)
Debt Ratio (%)
92%
Decreased by 7.24% (-7%)
Latest Activity
Confirmation Submitted
1 Month Ago on 22 Sep 2025
Mr Alan Pearson (PSC) Details Changed
2 Months Ago on 21 Aug 2025
Mr Alan Pearson Details Changed
2 Months Ago on 21 Aug 2025
Full Accounts Submitted
3 Months Ago on 15 Jul 2025
Confirmation Submitted
1 Year 1 Month Ago on 19 Sep 2024
Mr Alan Pearson (PSC) Details Changed
1 Year 1 Month Ago on 19 Sep 2024
Mr Alan Pearson Details Changed
1 Year 1 Month Ago on 19 Sep 2024
Registered Address Changed
1 Year 1 Month Ago on 19 Sep 2024
Mr Alan Pearson (PSC) Details Changed
3 Years Ago on 8 Sep 2022
Mr Jason Summerfield (PSC) Details Changed
3 Years Ago on 8 Sep 2022
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Documents
Statement of capital following an allotment of shares on 9 September 2022
Submitted on 22 Sep 2025
Confirmation statement made on 8 September 2025 with updates
Submitted on 22 Sep 2025
Statement of capital following an allotment of shares on 8 September 2022
Submitted on 22 Sep 2025
Director's details changed for Mr Alan Pearson on 21 August 2025
Submitted on 10 Sep 2025
Change of details for Mr Alan Pearson as a person with significant control on 21 August 2025
Submitted on 10 Sep 2025
Total exemption full accounts made up to 28 February 2025
Submitted on 15 Jul 2025
Change of details for Mr Jason Summerfield as a person with significant control on 8 September 2022
Submitted on 20 Sep 2024
Change of details for Mr Alan Pearson as a person with significant control on 8 September 2022
Submitted on 20 Sep 2024
Director's details changed for Mr Alan Pearson on 19 September 2024
Submitted on 19 Sep 2024
Confirmation statement made on 8 September 2024 with no updates
Submitted on 19 Sep 2024
Repayment History
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