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The Financial Planning Group Limited

The Financial Planning Group Limited is an active company incorporated on 23 March 2017 with the registered office located in Aberdeen, City of Aberdeen. The Financial Planning Group Limited was registered 8 years ago.
Status
Active
Active since incorporation
Company No
SC561300
Private limited company
Scottish Company
Age
8 years
Incorporated 23 March 2017
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 2 June 2025 (3 months ago)
Next confirmation dated 2 June 2026
Due by 16 June 2026 (9 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Small
Next accounts for period 31 October 2025
Due by 31 July 2026 (10 months remaining)
Contact
Address
37 Albyn Place
Aberdeen
Aberdeen City
AB10 1YN
Scotland
Address changed on 6 Dec 2021 (3 years ago)
Previous address was , Commercial House 2 Rubislaw Terrace, Aberdeen, AB10 1XE, Scotland
Telephone
Unreported
Email
Unreported
People
Officers
7
Shareholders
5
Controllers (PSC)
1
Director • Financial Planner • British • Lives in Scotland • Born in Feb 1979
Director • Financial Planner • British • Lives in Scotland • Born in Mar 1983
Director • Certified Accountant • British • Lives in UK • Born in Aug 1952
Director • Financial Planner • British • Lives in UK • Born in Jul 1979
Director • Financial Planner • British • Lives in Scotland • Born in May 1968
Shareholders, PSCs & Group Structure
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Mutual Companies
Acumen Financial Planning Limited
Mr Kevin Murray Mackenzie, Mr Alexander George Robertson, and 2 more are mutual people.
Active
Medical And Dental Financial Planners Ltd
Mr Alexander George Robertson, Mr David Gow, and 1 more are mutual people.
Active
Forty Two Financial Planning Limited
Mr Alexander George Robertson, Mr David Gow, and 1 more are mutual people.
Active
Loch Fyne Financial Management Limited
Mr Alexander George Robertson, Mr David Gow, and 1 more are mutual people.
Active
Acumen Employee Benefits Limited
Mr Alexander George Robertson and Mr Keith Mackie are mutual people.
Active
JPM Recruitment Agency Limited
Shepherd & Wedderburn Secretaries Limited is a mutual person.
Active
Quad Operations Limited
Shepherd & Wedderburn Secretaries Limited is a mutual person.
Active
Sysmax Holdings Limited
Shepherd & Wedderburn Secretaries Limited is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
£154K
Decreased by £45.42K (-23%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£12.26M
Increased by £1.25M (+11%)
Total Liabilities
-£3.23M
Decreased by £186.14K (-5%)
Net Assets
£9.04M
Increased by £1.44M (+19%)
Debt Ratio (%)
26%
Decreased by 4.68% (-15%)
Latest Activity
Small Accounts Submitted
1 Month Ago on 31 Jul 2025
Confirmation Submitted
3 Months Ago on 2 Jun 2025
Small Accounts Submitted
1 Year 1 Month Ago on 10 Jul 2024
Laura Crowe Appointed
1 Year 2 Months Ago on 30 Jun 2024
Confirmation Submitted
1 Year 3 Months Ago on 3 Jun 2024
Charge Satisfied
1 Year 10 Months Ago on 6 Nov 2023
Small Accounts Submitted
2 Years 1 Month Ago on 31 Jul 2023
Confirmation Submitted
2 Years 3 Months Ago on 22 May 2023
Small Accounts Submitted
3 Years Ago on 18 Jul 2022
Acumen Holdings (Aberdeen) Limited (PSC) Details Changed
8 Years Ago on 23 Mar 2017
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Documents
Accounts for a small company made up to 31 October 2024
Submitted on 31 Jul 2025
Change of details for Acumen Holdings (Aberdeen) Limited as a person with significant control on 23 March 2017
Submitted on 18 Jul 2025
Confirmation statement made on 2 June 2025 with updates
Submitted on 2 Jun 2025
Accounts for a small company made up to 31 October 2023
Submitted on 10 Jul 2024
Appointment of Laura Crowe as a director on 30 June 2024
Submitted on 3 Jul 2024
Confirmation statement made on 22 May 2024 with no updates
Submitted on 3 Jun 2024
Satisfaction of charge SC5613000008 in full
Submitted on 6 Nov 2023
Accounts for a small company made up to 31 October 2022
Submitted on 31 Jul 2023
Confirmation statement made on 22 May 2023 with no updates
Submitted on 22 May 2023
Accounts for a small company made up to 31 October 2021
Submitted on 18 Jul 2022
Repayment History
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