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Financial intermediation not elsewhere classified · Rotherham, South Yorkshire
Proactive Wealth Planning
Proactive Wealth Planning Ltd
Private limited company registered in Rotherham, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Sept 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
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
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees |
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 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
5 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 Proactive Wealth Planning do?
Private limited company registered in Rotherham, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Proactive Wealth Planning make?
Answered in the full report
›Is Proactive Wealth Planning profitable?
Proactive Wealth Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Proactive Wealth Planning?
Answered in the full report
›Where is Proactive Wealth Planning based?
Its registered office is Pkn Chartered Accountants 63 Bawtry Road, Bramley, Rotherham, South Yorkshire, S66 2TN, in Rotherham, South Yorkshire.
›When was Proactive Wealth Planning founded?
Proactive Wealth Planning Ltd was incorporated on 22 May 2019.
›Is Proactive Wealth Planning still trading?
The register lists Proactive Wealth Planning Ltd as active.