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Buchanan & Associates Financial Planning Limited

Buchanan & Associates Financial Planning Limited is an active company incorporated on 15 September 2009 with the registered office located in Edinburgh, City of Edinburgh. Buchanan & Associates Financial Planning Limited was registered 16 years ago.
Status
Active
Active since 14 years ago
Company No
SC365574
Private limited company
Scottish Company
Age
16 years
Incorporated 15 September 2009
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 15 September 2025 (1 month ago)
Next confirmation dated 15 September 2026
Due by 29 September 2026 (11 months remaining)
Last change occurred 1 year 1 month ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
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Contact Update Details
Address
36 North Castle Street
Edinburgh
EH2 3BN
Scotland
Address changed on 13 Oct 2025 (18 days ago)
Previous address was Skybrae House 28 David Street Stonehaven Kincardineshire AB39 2AL Scotland
Telephone
01569765535
Email
Available in Endole App
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Jason Allan Betteridge
Director • British • Lives in Scotland • Born in Dec 1971
Helen Michele Thornton
Director • British • Lives in England • Born in May 1976
Stephen John Roberts
Director • British • Lives in England • Born in Nov 1973
Andrew James Buchanan
Director • Independent Financial Advisor • British • Lives in Scotland • Born in Feb 1969
Alexander John Dominic Easton
Director • British • Lives in England • Born in Jan 1976
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Shareholders, PSCs & Group Structure
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Mutual Companies
AGL Wealth Management Limited
Helen Michele Thornton, Jason Allan Betteridge, and 1 more are mutual people.
Active
Alex M Grant & Company Limited
Helen Michele Thornton, Jason Allan Betteridge, and 1 more are mutual people.
Active
Edinburgh Wealth Management Limited
Stephen John Roberts, Jason Allan Betteridge, and 1 more are mutual people.
Active
Sutherland Independent Limited
Alexander John Dominic Easton, Helen Michele Thornton, and 1 more are mutual people.
Active
Rixon Matthews Appleyard (Financial Services) Limited
Helen Michele Thornton and Alexander John Dominic Easton are mutual people.
Active
Kelsall Steele Investment Services Limited
Stephen John Roberts and Alexander John Dominic Easton are mutual people.
Active
Premier Wealth Management Limited
Alexander John Dominic Easton and Stephen John Roberts are mutual people.
Active
IWP Financial Planning Limited
Helen Michele Thornton and Alexander John Dominic Easton are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£268.9K
Increased by £95.61K (+55%)
Turnover
£1.5M
Increased by £132.4K (+10%)
Employees
10
Increased by 1 (+11%)
Total Assets
£4.23M
Increased by £853.61K (+25%)
Total Liabilities
-£117.39K
Increased by £46.85K (+66%)
Net Assets
£4.11M
Increased by £806.76K (+24%)
Debt Ratio (%)
3%
Increased by 0.69% (+33%)
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Latest Activity
Registered Address Changed
18 Days Ago on 13 Oct 2025
Mr Stephen John Roberts Appointed
18 Days Ago on 13 Oct 2025
Confirmation Submitted
1 Month Ago on 23 Sep 2025
Andrew James Buchanan Resigned
6 Months Ago on 30 Apr 2025
Jason Allan Betteridge Resigned
6 Months Ago on 15 Apr 2025
Subsidiary Accounts Submitted
6 Months Ago on 9 Apr 2025
Confirmation Submitted
1 Year 1 Month Ago on 25 Sep 2024
Iwp Advisory Group Limited (PSC) Appointed
1 Year 4 Months Ago on 1 Jul 2024
Iwp Aberdeen Limited (PSC) Resigned
1 Year 4 Months Ago on 1 Jul 2024
Subsidiary Accounts Submitted
1 Year 6 Months Ago on 24 Apr 2024
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Documents
Appointment of Mr Stephen John Roberts as a director on 13 October 2025
Submitted on 13 Oct 2025
Registered office address changed from Skybrae House 28 David Street Stonehaven Kincardineshire AB39 2AL Scotland to 36 North Castle Street Edinburgh EH2 3BN on 13 October 2025
Submitted on 13 Oct 2025
Confirmation statement made on 15 September 2025 with no updates
Submitted on 23 Sep 2025
Termination of appointment of Andrew James Buchanan as a director on 30 April 2025
Submitted on 13 May 2025
Termination of appointment of Jason Allan Betteridge as a director on 15 April 2025
Submitted on 15 Apr 2025
Notice of agreement to exemption from audit of accounts for period ending 31/03/24
Submitted on 9 Apr 2025
Audit exemption statement of guarantee by parent company for period ending 31/03/24
Submitted on 9 Apr 2025
Consolidated accounts of parent company for subsidiary company period ending 31/03/24
Submitted on 9 Apr 2025
Audit exemption subsidiary accounts made up to 31 March 2024
Submitted on 9 Apr 2025
Confirmation statement made on 15 September 2024 with updates
Submitted on 25 Sep 2024
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Repayment History
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