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Financial intermediation not elsewhere classified · Sturminster Newton, Dorset

Upper Street Financial Planning

Upper Street Financial Planning Limited

ActiveLatest figures: 2025Abridged accountsCompany only10 years on the register

Private limited company registered in Sturminster Newton, classed under “Financial intermediation not elsewhere classified”.

Headline figures

FY to Nov 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
Fixed assets
Current assets
of which debtors
of which cash
Net current assets
Net assets

6 balance-sheet lines, 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 2026-10-27

  1. Accounts
    Previous accounting period shortened from 30 November 2026 to 29 September 2026
  2. Accounts
    Total exemption full accounts made up to 30 November 2025
  3. Address
    Registered office address changed from Bartley House Upper Street Child Okeford Blandford Forum Dorset DT11 8EF United Kingdom to Sturminster House Market Place Sturminster Newt…
  4. Accounts
    Total exemption full accounts made up to 30 November 2024
  5. Accounts
    Total exemption full accounts made up to 30 November 2023
  6. Accounts
    Total exemption full accounts made up to 30 November 2022
  7. Accounts
    Total exemption full accounts made up to 30 November 2021
  8. Accounts
    Total exemption full accounts made up to 30 November 2020
  9. Accounts
    Total exemption full accounts made up to 30 November 2019
  10. Accounts
    Micro company accounts made up to 30 November 2018
  11. Accounts
    Total exemption full accounts made up to 30 November 2017
  12. Accounts
    Total exemption full accounts made up to 30 November 2016
  13. 3 earlier
    1. Directors
      Appointment of Mrs Alexandra Carolyn Cotton as a secretary on 1 September 2016
    2. Shares
      Statement of capital following an allotment of shares on 2 December 2015 · GBP 100
    3. 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 Upper Street Financial Planning do?

Private limited company registered in Sturminster Newton, classed under “Financial intermediation not elsewhere classified”.

›How much turnover does Upper Street Financial Planning make?

Answered in the full report

›Is Upper Street Financial Planning profitable?

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

›How many people work at Upper Street Financial Planning?

Answered in the full report

›Who runs and owns Upper Street Financial Planning?

Its directors are Alexandra Carolyn Cotton, Timothy Charles Cotton. Its owners are shown to subscribers.

›Where is Upper Street Financial Planning based?

Its registered office is Sturminster House, Market Place, Sturminster Newton, Dorset, DT10 1AS, in Sturminster Newton, Dorset.

›When was Upper Street Financial Planning founded?

Upper Street Financial Planning Limited was incorporated on 17 November 2015.

›Is Upper Street Financial Planning still trading?

The register lists Upper Street Financial Planning Limited as active.