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Activities of financial services holding companies · Plymouth

True Wealth Planning Solutions

True Wealth Planning Solutions Limited

ActiveLatest figures: 2024Abridged accountsCompany only10 years on the register

Private limited company registered in Plymouth, classed under “Activities of financial services holding companies”.

Headline figures

FY to Oct 2024 · 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
£20212022202320242024
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 sheet2022202320242024
Fixed assets
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

7 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 2026-10-22

  1. Accounts
    Previous accounting period shortened from 29 April 2027 to 30 September 2026
  2. Accounts
    Consolidated accounts of parent company for subsidiary company period ending 29/04/26
  3. Filing
    Audit exemption statement of guarantee by parent company for period ending 29/04/26 (and 1 more like it since 4 February 2026)
  4. Accounts
    Notice of agreement to exemption from audit of accounts for period ending 29/04/26
  5. Directors
    Termination of appointment of Susan Marie Puddephatt as a director on 31 March 2026
  6. Directors
    Appointment of Adrian Webb as a director on 31 March 2026
  7. Shares
    Statement of capital on 4 February 2026 · GBP 0.01
  8. Notice
    Solvency Statement dated 12/01/26
  9. Filing
    Resolutions (and 3 more like it since 18 August 2017)
  10. Accounts
    Current accounting period extended from 29 October 2025 to 29 April 2026
  11. Accounts
    Total exemption full accounts made up to 29 October 2024
  12. Address
    Registered office address changed from Stonyroyd House 8 Cumberland Road Leeds LS6 2EF England to The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL on 1 Jul…
  13. 26 earlier
    1. Accounts
      Previous accounting period shortened from 28 February 2025 to 29 October 2024
    2. Directors
      Director's details changed for Ms Susan Marie Puddephatt on 12 December 2024
    3. Shares
      Second filing of a statement of capital following an allotment of shares on 30 October 2024 · GBP 4,895,389.82
    4. Shares
      Statement of capital following an allotment of shares on 2 December 2024 · GBP 4,895,389.82 (and 5 more like it since 1 March 2016)
    5. Filing
      Memorandum and Articles of Association
    6. Address
      Register(s) moved to registered inspection location
    7. Directors
      Appointment of Ms Susan Marie Puddephatt as a director on 30 October 2024
    8. Shares
      Particulars of variation of rights attached to shares (and 1 more like it since 22 August 2017)
    9. Ownership
      Cessation of Timothy Peter Crew as a person with significant control on 30 October 2024
    10. Ownership
      Cessation of John Baxter as a person with significant control on 30 October 2024
    11. Ownership
      Notification of Succession Group Limited as a person with significant control on 30 October 2024
    12. Directors
      Termination of appointment of John Baxter as a director on 30 October 2024
    13. Directors
      Termination of appointment of Timothy Peter Crew as a director on 30 October 2024
    14. Directors
      Appointment of Mr Stephen David Willis as a director on 30 October 2024
    15. Directors
      Appointment of Michelmores Secretaries Limited as a secretary on 30 October 2024
    16. Address
      Register inspection address has been changed
    17. Accounts
      Total exemption full accounts made up to 29 February 2024
    18. Accounts
      Total exemption full accounts made up to 28 February 2023
    19. Accounts
      Total exemption full accounts made up to 28 February 2022
    20. Accounts
      Total exemption full accounts made up to 28 February 2021
    21. Accounts
      Total exemption full accounts made up to 29 February 2020
    22. Accounts
      Total exemption full accounts made up to 28 February 2019
    23. Accounts
      Total exemption full accounts made up to 28 February 2018
    24. Shares
      Statement of capital on 5 June 2018 · GBP 165.15
    25. Accounts
      Micro company accounts made up to 28 February 2017
    26. Shares
      Change of share class name or designation

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 True Wealth Planning Solutions do?

Private limited company registered in Plymouth, classed under “Activities of financial services holding companies”.

›How much turnover does True Wealth Planning Solutions make?

Answered in the full report

›Is True Wealth Planning Solutions profitable?

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

›How many people work at True Wealth Planning Solutions?

Answered in the full report

›Who runs and owns True Wealth Planning Solutions?

Its directors are Michelmores Secretaries Limited, Adrian Webb, Stephen David Willis. Its owners are shown to subscribers.

›Where is True Wealth Planning Solutions based?

Its registered office is The Apex Brest Road Derriford Business Park, Derriford, Plymouth, PL6 5FL, in Plymouth.

›When was True Wealth Planning Solutions founded?

True Wealth Planning Solutions Limited was incorporated on 18 February 2016.

›Is True Wealth Planning Solutions still trading?

The register lists True Wealth Planning Solutions Limited as active.

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