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Save & Invest (Financial Planning) Limited

Save & Invest (Financial Planning) Limited is an active company incorporated on 30 September 1988 with the registered office located in Glasgow, City of Glasgow. Save & Invest (Financial Planning) Limited was registered 37 years ago.
Status
Active
Active since incorporation
Company No
SC113651
Private limited company
Scottish Company
Age
37 years
Incorporated 30 September 1988
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 31 August 2025 (2 months ago)
Next confirmation dated 31 August 2026
Due by 14 September 2026 (10 months remaining)
Last change occurred 9 years ago
Accounts
Submitted
For period 1 Jul ⟶ 31 Dec 2024 (6 months)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (10 months remaining)
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Contact Update Details
Address
100 West Regent Street
Glasgow
G2 2QD
Same address for the past 36 years
Telephone
0800132740
Email
Available in Endole App
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People
Officers
9
Shareholders
1
Controllers (PSC)
1
Mary Katherine Marsh
Director • Secretary • British • Lives in Scotland • Born in May 1957
Grant Thomas Hotson
Director • Director • British • Lives in Scotland • Born in Sep 1971
Paul William Fincham
Director • Financial Adviser • British • Lives in UK • Born in Nov 1960
David William Strachan
Director • Financial Adviser • British • Lives in Scotland • Born in Nov 1974
Jeffrey William Deans
Director • British • Lives in Scotland • Born in Jul 1957
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Shareholders, PSCs & Group Structure
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Mutual Companies
Save & Invest Group Limited
Paul William Feeney, Mary Katherine Marsh, and 2 more are mutual people.
Active
Save & Invest FT Limited
Paul William Feeney, Mary Katherine Marsh, and 1 more are mutual people.
Active
Ellis Bates Financial Solutions Limited
Grant Thomas Hotson and Paul William Feeney are mutual people.
Active
Black Swan Capital Ltd
Paul William Feeney and Grant Thomas Hotson are mutual people.
Active
Im Asset Management Nominees Number Two Limited
Grant Thomas Hotson and Paul William Feeney are mutual people.
Active
Im Asset Management Nominees Limited
Grant Thomas Hotson and Paul William Feeney are mutual people.
Active
Shackleton Advisers Limited
Paul William Feeney and Grant Thomas Hotson are mutual people.
Active
Fleming Financial Limited
Paul William Feeney and Grant Thomas Hotson are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 1 Jul ⟶ 31 Dec 2024
Traded for 6 months
Cash in Bank
£609.5K
Increased by £84.83K (+16%)
Turnover
£2.16M
Increased by £2.16M (%)
Employees
23
Increased by 2 (+10%)
Total Assets
£3.38M
Decreased by £1.78M (-35%)
Total Liabilities
-£1.38M
Increased by £1.05M (+322%)
Net Assets
£2M
Decreased by £2.83M (-59%)
Debt Ratio (%)
41%
Increased by 34.5% (+545%)
See 10 Year Full Financials
Latest Activity
Subsidiary Accounts Submitted
10 Days Ago on 5 Nov 2025
Mr Grant Thomas Hotson Appointed
19 Days Ago on 27 Oct 2025
Mr Paul William Feeney Appointed
19 Days Ago on 27 Oct 2025
Accounting Period Shortened
2 Months Ago on 10 Sep 2025
Confirmation Submitted
2 Months Ago on 1 Sep 2025
Grant Thomas Hotson Resigned
2 Months Ago on 27 Aug 2025
Paul William Feeney Resigned
2 Months Ago on 27 Aug 2025
Mr Paul William Feeney Appointed
7 Months Ago on 27 Mar 2025
Mr Grant Thomas Hotson Appointed
8 Months Ago on 13 Mar 2025
Full Accounts Submitted
9 Months Ago on 31 Jan 2025
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Documents
Appointment of Mr Grant Thomas Hotson as a director on 27 October 2025
Submitted on 11 Nov 2025
Appointment of Mr Paul William Feeney as a director on 27 October 2025
Submitted on 11 Nov 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 5 Nov 2025
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 5 Nov 2025
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 5 Nov 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 5 Nov 2025
Previous accounting period shortened from 30 June 2025 to 31 December 2024
Submitted on 10 Sep 2025
Confirmation statement made on 31 August 2025 with no updates
Submitted on 1 Sep 2025
Termination of appointment of Paul William Feeney as a director on 27 August 2025
Submitted on 27 Aug 2025
Termination of appointment of Grant Thomas Hotson as a director on 27 August 2025
Submitted on 27 Aug 2025
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Repayment History
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