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Acumen Financial Planning Limited

Acumen Financial Planning Limited is an active company incorporated on 2 February 2001 with the registered office located in Westhill, Aberdeenshire. Acumen Financial Planning Limited was registered 24 years ago.
Status
Active
Active since 23 years ago
Company No
SC215343
Private limited company
Scottish Company
Age
24 years
Incorporated 2 February 2001
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 3 February 2025 (7 months ago)
Next confirmation dated 3 February 2026
Due by 17 February 2026 (4 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Medium
Next accounts for period 31 October 2025
Due by 31 July 2026 (10 months remaining)
Address
4 Kingshill Park
Venture Drive, Arnhall Business Park
Westhill
Aberdeenshire
AB32 6FL
Scotland
Same address for the past 4 years
Telephone
08450940928
Email
Available in Endole App
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Director • Financial Planner • British • Lives in Scotland • Born in May 1968
Director • Financial Planner • Welsh • Lives in Scotland • Born in Mar 1983
Director • Financial Planner • British • Lives in Scotland • Born in Feb 1979
Director • Financial Planner • British • Lives in Scotland • Born in Apr 1981
Director • Certified Accountant • British • Lives in UK • Born in Aug 1952
Shareholders, PSCs & Group Structure
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Mutual Companies
The Financial Planning Group Limited
Mr David Gow, Mr Keith Mackie, and 2 more are mutual people.
Active
Medical And Dental Financial Planners Ltd
Mr David Gow, Mr Keith Mackie, and 1 more are mutual people.
Active
Forty Two Financial Planning Limited
Mr David Gow, Mr Keith Mackie, and 1 more are mutual people.
Active
Loch Fyne Financial Management Limited
Mr David Gow, Mr Keith Mackie, and 1 more are mutual people.
Active
Acumen Employee Benefits Limited
Mr Keith Mackie and Mr Alexander George Robertson are mutual people.
Active
Acumen Holdings (Aberdeen) Limited
Mr Alexander George Robertson is a mutual person.
Active
D Ness Limited
Mr Alexander George Robertson is a mutual person.
Active
Enrich Financial Planning Limited
Mr Alexander George Robertson is a mutual person.
Active
Brands
Medical & Dental
Medical & Dental is a financial planning service for medical, dental, and NHS professionals.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
£350.78K
Increased by £113.71K (+48%)
Turnover
£8M
Increased by £1.48M (+23%)
Employees
79
Increased by 10 (+14%)
Total Assets
£1.94M
Increased by £289.05K (+17%)
Total Liabilities
-£888.04K
Increased by £259.7K (+41%)
Net Assets
£1.05M
Increased by £29.35K (+3%)
Debt Ratio (%)
46%
Increased by 7.72% (+20%)
Latest Activity
Medium Accounts Submitted
1 Month Ago on 31 Jul 2025
Mrs Laura Crowe Appointed
5 Months Ago on 7 Apr 2025
Confirmation Submitted
7 Months Ago on 7 Feb 2025
Full Accounts Submitted
1 Year 2 Months Ago on 11 Jul 2024
Confirmation Submitted
1 Year 7 Months Ago on 9 Feb 2024
Mr Kevin Murray Mackenzie Appointed
1 Year 10 Months Ago on 10 Nov 2023
Mrs Rhian Sarah Morgan Appointed
1 Year 10 Months Ago on 10 Nov 2023
Full Accounts Submitted
2 Years 1 Month Ago on 31 Jul 2023
Confirmation Submitted
2 Years 7 Months Ago on 9 Feb 2023
Full Accounts Submitted
3 Years Ago on 18 Jul 2022
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Documents
Accounts for a medium company made up to 31 October 2024
Submitted on 31 Jul 2025
Appointment of Mrs Laura Crowe as a director on 7 April 2025
Submitted on 7 Apr 2025
Confirmation statement made on 3 February 2025 with no updates
Submitted on 7 Feb 2025
Full accounts made up to 31 October 2023
Submitted on 11 Jul 2024
Confirmation statement made on 3 February 2024 with no updates
Submitted on 9 Feb 2024
Appointment of Mrs Rhian Sarah Morgan as a director on 10 November 2023
Submitted on 10 Nov 2023
Appointment of Mr Kevin Murray Mackenzie as a director on 10 November 2023
Submitted on 10 Nov 2023
Full accounts made up to 31 October 2022
Submitted on 31 Jul 2023
Confirmation statement made on 3 February 2023 with no updates
Submitted on 9 Feb 2023
Full accounts made up to 31 October 2021
Submitted on 18 Jul 2022
Repayment History
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