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Greenwood Financial Planning LLP

Greenwood Financial Planning LLP is an active company incorporated on 18 June 2009 with the registered office located in Saffron Walden, Essex. Greenwood Financial Planning LLP was registered 16 years ago.
Status
Active
Active since incorporation
Company No
OC346520
Limited liability partnership
Age
16 years
Incorporated 18 June 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 18 June 2025 (7 months ago)
Next confirmation dated 18 June 2026
Due by 2 July 2026 (5 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Oct31 Mar 2025 (6 months)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 March 2026
Due by 31 December 2026 (11 months remaining)
Contact
Address
The Barn London Road
Wendens Ambo
Saffron Walden
Essex
CB11 4JL
Same address for the past 10 years
Telephone
01799543222
Email
Available in Endole App
People
Officers
6
Shareholders
-
Controllers (PSC)
3
Lives in UK • Born in Jun 1968
British • Lives in England • Born in Jun 1956
British • Lives in England • Born in Jan 1963
Shareholders, PSCs & Group Structure
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Mutual Companies
Berkeley Charterhouse Limited
Paul James Tarran is a mutual person.
Active
IPS Financial Services Limited
Paul James Tarran is a mutual person.
Active
Greenwood Wealth Management Limited
Richard William Mumford and Michael John Passfield are mutual people.
Active
Greenwood Employee Benefits Ltd
Richard William Mumford and Michael John Passfield are mutual people.
Active
OLD Forge Property Management Ltd
Richard William Mumford and Michael John Passfield are mutual people.
Active
IPS Capital LLP
Michael John Passfield and Paul James Tarran are mutual people.
Active
Cranfield Court Limited
Paul James Tarran is a mutual person.
Active
PJT Services Ltd
Paul James Tarran is a mutual person.
Active
Brands
Greenwood Financial Planning LLP
Greenwood Financial Planning LLP is an independent financial advisory firm that offers financial planning services to individuals and businesses.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 1 Oct31 Mar 2025
Traded for 6 months
Cash in Bank
£232.83K
Increased by £83.27K (+56%)
Turnover
£638.64K
Increased by £638.64K (%)
Employees
7
Increased by 1 (+17%)
Total Assets
£243.21K
Increased by £60.38K (+33%)
Total Liabilities
-£26.73K
Increased by £11.15K (+72%)
Net Assets
£216.48K
Increased by £49.23K (+29%)
Debt Ratio (%)
11%
Increased by 2.47% (+29%)
Latest Activity
Subsidiary Accounts Submitted
1 Month Ago on 9 Dec 2025
Confirmation Submitted
6 Months Ago on 7 Jul 2025
Full Accounts Submitted
8 Months Ago on 21 May 2025
Accounting Period Shortened
10 Months Ago on 18 Mar 2025
Accounting Period Shortened
1 Year 3 Months Ago on 7 Oct 2024
Hlo Ltd Details Changed
1 Year 3 Months Ago on 2 Oct 2024
Mr Michael John Passfield Details Changed
1 Year 3 Months Ago on 2 Oct 2024
Mr Richard William Mumford Details Changed
1 Year 3 Months Ago on 2 Oct 2024
Greenwood Wealth Management Ltd Details Changed
1 Year 3 Months Ago on 2 Oct 2024
Hlo Ltd (PSC) Details Changed
1 Year 3 Months Ago on 2 Oct 2024
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Documents
Audit exemption subsidiary accounts made up to 31 March 2025
Submitted on 9 Dec 2025
Consolidated accounts of parent company for subsidiary company period ending 31/03/25
Submitted on 9 Dec 2025
Notice of agreement to exemption from audit of accounts for period ending 31/03/25
Submitted on 9 Dec 2025
Audit exemption statement of guarantee by parent company for period ending 31/03/25
Submitted on 22 Sep 2025
Confirmation statement made on 18 June 2025 with no updates
Submitted on 7 Jul 2025
Total exemption full accounts made up to 30 September 2024
Submitted on 21 May 2025
Current accounting period shortened from 30 September 2025 to 31 March 2025
Submitted on 18 Mar 2025
Member's details changed for Mr Richard William Mumford on 2 October 2024
Submitted on 16 Oct 2024
Member's details changed for Mr Michael John Passfield on 2 October 2024
Submitted on 16 Oct 2024
Member's details changed for Hlo Ltd on 2 October 2024
Submitted on 16 Oct 2024
Repayment History
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