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Financial management · Poynton, Cheshire

Stratagem Financial Planning

Stratagem Financial Planning Limited

Staff down 25%ActiveLatest figures: 2026Abridged accountsCompany only8 years on the register

Private limited company registered in Poynton, classed under “Financial management”.

Headline figures

FY to Mar 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

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

Pro
£20222023202420252026
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 sheet2023202420252026
Current assets
of which debtors
of which cash
Creditors due within a year
Net current assets
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

6 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.

Timeline

Checked 2026-10-28

  1. Accounts
    Total exemption full accounts made up to 31 March 2026
  2. Accounts
    Total exemption full accounts made up to 31 March 2025
  3. Directors
    Termination of appointment of Paul Anthony Lindfield as a director on 6 January 2025
  4. Ownership
    Change of details for Mr David Spencer Shirley as a person with significant control on 6 January 2025
  5. Ownership
    Cessation of Paul Anthony Lindfield as a person with significant control on 6 January 2025
  6. Accounts
    Total exemption full accounts made up to 31 March 2024
  7. Accounts
    Total exemption full accounts made up to 31 March 2023
  8. Accounts
    Total exemption full accounts made up to 31 March 2022
  9. Accounts
    Total exemption full accounts made up to 31 March 2021
  10. Accounts
    Total exemption full accounts made up to 31 March 2020
  11. Accounts
    Total exemption full accounts made up to 31 March 2019
  12. Shares
    Statement of capital following an allotment of shares on 10 July 2018 · GBP 4,000 (and 1 more like it since 5 November 2019)
  13. 4 earlier
    1. Ownership
      Change of details for Mr Paul Anthony Lindfield as a person with significant control on 11 June 2019
    2. Directors
      Director's details changed for Mr Paul Anthony Lindfield on 11 June 2019
    3. Accounts
      Previous accounting period shortened from 31 July 2019 to 31 March 2019
    4. Incorporation
      Incorporation

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Stratagem Financial Planning do?

Private limited company registered in Poynton, classed under “Financial management”.

›How much turnover does Stratagem Financial Planning make?

Answered in the full report

›Is Stratagem Financial Planning profitable?

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

›How many people work at Stratagem Financial Planning?

Answered in the full report

›Who runs and owns Stratagem Financial Planning?

Its directors are David Spencer Shirley. Its owners are shown to subscribers.

›Where is Stratagem Financial Planning based?

Its registered office is 1 Park Lane, Poynton, Cheshire, SK12 1RD, in Poynton, Cheshire.

›When was Stratagem Financial Planning founded?

Stratagem Financial Planning Limited was incorporated on 10 July 2018.

›Is Stratagem Financial Planning still trading?

The register lists Stratagem Financial Planning Limited as active.