Loading the map…

Activities auxiliary to financial intermediation n.e.c. · Broadstone

Suitable Finlife Planning

Suitable Finlife Planning Ltd

Net liabilitiesStaff down 100%ActiveLatest figures: 2025Abridged accountsCompany only9 years on the register

Private limited company registered in Broadstone, classed under “Activities auxiliary to financial intermediation n.e.c.” and 2 other activities.

Headline figures

FY to Mar 2025 · 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

Pro
£20212022202320242025
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 sheet2022202320242025
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 2026-10-24

  1. Ownership
    Notification of Jonathan Michael Rose as a person with significant control on 15 February 2017
  2. Ownership
    Withdrawal of a person with significant control statement on 6 October 2026
  3. Accounts
    Total exemption full accounts made up to 31 March 2025
  4. Directors
    Director's details changed for Mrs Claire Louise Rose on 27 August 2025
  5. Directors
    Director's details changed for Mr Jon Rose on 27 August 2025
  6. Address
    Registered office address changed from 4 Stroud Close Wimborne, Dorset, BH21 2NX, United Kingdom to 33 Lower Golf Links Road Broadstone BH18 8BQ on 13 August 2025
  7. Accounts
    Previous accounting period extended from 28 February 2025 to 31 March 2025
  8. Accounts
    Total exemption full accounts made up to 29 February 2024
  9. Accounts
    Total exemption full accounts made up to 28 February 2023
  10. Directors
    Appointment of Mrs Claire Louise Rose as a director on 1 March 2023
  11. Directors
    Termination of appointment of Nicholas Rose as a director on 1 March 2023
  12. Directors
    Termination of appointment of David Drodge as a director on 1 March 2023
  13. 15 earlier
    1. Directors
      Director's details changed for Mr Jon Rose on 17 January 2023
    2. Address
      Registered office address changed from 15 North Lodge Road, Poole, BH14 9BA, United Kingdom to 33 Lower Golf Links Road Broadstone BH18 8BQ on 18 January 2023
    3. Accounts
      Total exemption full accounts made up to 28 February 2022
    4. Accounts
      Total exemption full accounts made up to 28 February 2021
    5. Directors
      Appointment of Mr David Drodge as a director on 10 June 2021
    6. Directors
      Appointment of Mr Nicholas Rose as a director on 10 June 2021
    7. Accounts
      Total exemption full accounts made up to 29 February 2020
    8. Accounts
      Accounts for a dormant company made up to 28 February 2019
    9. Filing
      Resolutions (and 1 more like it since 4 March 2019)
    10. Shares
      Particulars of variation of rights attached to shares
    11. Name
      Change of name notice
    12. Name
      Certificate of change of name
    13. Accounts
      Accounts for a dormant company made up to 28 February 2018
    14. Directors
      Termination of appointment of Daniel John Coe as a director on 1 May 2018
    15. 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 Suitable Finlife Planning do?

Private limited company registered in Broadstone, classed under “Activities auxiliary to financial intermediation n.e.c.” and 2 other activities.

›How much turnover does Suitable Finlife Planning make?

Answered in the full report

›Is Suitable Finlife Planning profitable?

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

›How many people work at Suitable Finlife Planning?

Answered in the full report

›Who runs and owns Suitable Finlife Planning?

Its directors are Claire Louise Rose, Jon Rose. Its owners are shown to subscribers.

›Where is Suitable Finlife Planning based?

Its registered office is 33 Lower Golf Links Road, Broadstone, BH18 8BQ, in Broadstone.

›When was Suitable Finlife Planning founded?

Suitable Finlife Planning Ltd was incorporated on 15 February 2017.

›Is Suitable Finlife Planning still trading?

The register lists Suitable Finlife Planning Ltd as active.