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Activities of financial services holding companies · Wimborne
Kaizen Financial Planning
Kaizen Financial Planning Limited
Private limited company registered in Wimborne, classed under “Activities of financial services holding companies”.
Headline figures
FY to Jun 2025 · Company only
Turnover
For subscribers
Profit after tax
£127k
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | £127k | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves | |||||
| Dividends paid |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| of which debtors | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Ratios | ||||
| Return on equityProfit after tax as a share of net assets | ||||
| Dividends to profitDividends paid as a share of profit after tax, in a year with a profit | ||||
3 balance-sheet lines and 2 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Kaizen Financial Planning do?
Private limited company registered in Wimborne, classed under “Activities of financial services holding companies”.
›How much turnover does Kaizen Financial Planning make?
Answered in the full report
›Is Kaizen Financial Planning profitable?
Yes: it made a profit after tax of £127k in the year to 30 June 2025, its latest filed accounts.
›How many people work at Kaizen Financial Planning?
Answered in the full report
›Where is Kaizen Financial Planning based?
Its registered office is 6 Poole Road, Wimborne, BH21 1QE, in Wimborne.
›When was Kaizen Financial Planning founded?
Kaizen Financial Planning Limited was incorporated on 23 November 2020.
›Is Kaizen Financial Planning still trading?
The register lists Kaizen Financial Planning Limited as active.