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Other activities auxiliary to insurance and pension funding · Dunfermline, Fife

Sound Wealth Planning

Sound Wealth Planning Limited

Net liabilitiesActiveLatest figures: 2025Abridged accountsCompany only2 years on the register

Private limited company registered in Dunfermline, classed under “Other activities auxiliary to insurance and pension funding”.

Headline figures

FY to Jul 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

1 finding from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£2025
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for the year

“—” 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 sheet2025
Current assets
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

5 balance-sheet lines and 1 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 Sound Wealth Planning do?

Private limited company registered in Dunfermline, classed under “Other activities auxiliary to insurance and pension funding”.

›How much turnover does Sound Wealth Planning make?

Answered in the full report

›Is Sound Wealth Planning profitable?

Sound Wealth Planning's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Sound Wealth Planning?

Answered in the full report

›Where is Sound Wealth Planning based?

Its registered office is C/O Ontax Accountants Ltd, Unit 4 Dewar House Carnegie Campus, Enterprise Way, Dunfermline, Fife, KY11 8PY, in Dunfermline, Fife.

›When was Sound Wealth Planning founded?

Sound Wealth Planning Limited was incorporated on 30 July 2024.

›Is Sound Wealth Planning still trading?

The register lists Sound Wealth Planning Limited as active.

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