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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 36 years ago.
Status
Active
Active since incorporation
Company No
SC113651
Private limited company
Scottish Company
Age
36 years
Incorporated 30 September 1988
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 31 August 2025 (7 days ago)
Next confirmation dated 31 August 2026
Due by 14 September 2026 (1 year remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jul30 Jun 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2025
Due by 31 March 2026 (6 months remaining)
Contact
Address
100 West Regent Street
Glasgow
G2 2QD
Same address for the past 36 years
Telephone
0800132740
Email
Available in Endole App
People
Officers
8
Shareholders
1
Controllers (PSC)
1
Director • Secretary • British • Lives in Scotland • Born in May 1957
Director • British • Lives in Scotland • Born in Jul 1957
Director • Financial Adviser • British • Lives in Scotland • Born in Feb 1979
Director • British • Lives in England • Born in Nov 1963
Director • British • Lives in Scotland • Born in Sep 1971
Shareholders, PSCs & Group Structure
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Mutual Companies
Save & Invest Group Limited
Mary Katherine Marsh, , and 2 more are mutual people.
Active
Save & Invest FT Limited
Mary Katherine Marsh, Grant Thomas Hotson, 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
Grant Thomas Hotson and Paul William Feeney 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
Grant Thomas Hotson and Paul William Feeney are mutual people.
Active
Fleming Financial Limited
Grant Thomas Hotson and Paul William Feeney are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Jun 2024
For period 30 Jun30 Jun 2024
Traded for 12 months
Cash in Bank
£524.67K
Decreased by £968.58K (-65%)
Turnover
Unreported
Same as previous period
Employees
21
Same as previous period
Total Assets
£5.16M
Increased by £711.97K (+16%)
Total Liabilities
-£326.73K
Decreased by £300.77K (-48%)
Net Assets
£4.83M
Increased by £1.01M (+27%)
Debt Ratio (%)
6%
Decreased by 7.78% (-55%)
Latest Activity
Confirmation Submitted
6 Days Ago on 1 Sep 2025
Grant Thomas Hotson Resigned
11 Days Ago on 27 Aug 2025
Paul William Feeney Resigned
11 Days Ago on 27 Aug 2025
Mr Paul William Feeney Appointed
5 Months Ago on 27 Mar 2025
Mr Grant Thomas Hotson Appointed
5 Months Ago on 13 Mar 2025
Full Accounts Submitted
7 Months Ago on 31 Jan 2025
David William Strachan Resigned
10 Months Ago on 29 Oct 2024
Lynsey Fraser Resigned
10 Months Ago on 29 Oct 2024
Paul William Fincham Resigned
10 Months Ago on 29 Oct 2024
Jeffrey William Deans Resigned
10 Months Ago on 29 Oct 2024
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Documents
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
Appointment of Mr Paul William Feeney as a director on 27 March 2025
Submitted on 27 Mar 2025
Appointment of Mr Grant Thomas Hotson as a director on 13 March 2025
Submitted on 20 Mar 2025
Total exemption full accounts made up to 30 June 2024
Submitted on 31 Jan 2025
Resolutions
Submitted on 4 Nov 2024
Memorandum and Articles of Association
Submitted on 4 Nov 2024
Termination of appointment of Mary Katherine Marsh as a secretary on 29 October 2024
Submitted on 2 Nov 2024
Termination of appointment of Jeffrey William Deans as a director on 29 October 2024
Submitted on 2 Nov 2024
Repayment History
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