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Activities of insurance agents and brokers · Helensburgh
Personal Investment Planning
Personal Investment Planning Limited
Private limited company registered in Helensburgh, classed under “Activities of insurance agents and brokers”.
Headline figures
FY to Feb 2026 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
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 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Creditors due after a year | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
8 balance-sheet lines and 3 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 Personal Investment Planning do?
Private limited company registered in Helensburgh, classed under “Activities of insurance agents and brokers”.
›How much turnover does Personal Investment Planning make?
Answered in the full report
›Is Personal Investment Planning profitable?
Personal Investment Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Personal Investment Planning?
Answered in the full report
›Where is Personal Investment Planning based?
Its registered office is Gareloch House, Clynder, Helensburgh, G84 0PY, in Helensburgh.
›When was Personal Investment Planning founded?
Personal Investment Planning Limited was incorporated on 6 November 1998.
›Is Personal Investment Planning still trading?
The register lists Personal Investment Planning Limited as active.