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Activities of financial services holding companies · Edinburgh

Wallace Financial Planning

Wallace Financial Planning Limited

ActiveLatest figures: 2025Abridged accountsCompany only12 years on the register

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

Headline figures

FY to Aug 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

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
£20212022*202320242025
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2022202320242025
Fixed assets
Current assets
Creditors due within a year
Net current assets
Net assets
Ratios
Return on equityProfit after tax as a share of net assets
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

5 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. Accounts
    Micro company accounts made up to 31 August 2025
  2. Accounts
    Micro company accounts made up to 31 August 2024
  3. Accounts
    Micro company accounts made up to 31 August 2023
  4. Notice
    Compulsory strike-off action has been discontinued
  5. Notice
    First Gazette notice for compulsory strike-off
  6. Accounts
    Amended micro company accounts made up to 31 August 2022
  7. Accounts
    Micro company accounts made up to 31 August 2022
  8. Accounts
    Previous accounting period extended from 31 May 2022 to 31 August 2022
  9. Ownership
    Notification of Gilson Gray Financial Limited as a person with significant control on 1 September 2022
  10. Directors
    Appointment of Mr Stuart John Lindsay as a director on 1 September 2022
  11. Address
    Registered office address changed from 36 Market Street Haddington East Lothian EH41 3JE to 29 Rutland Square Edinburgh EH1 2BW on 9 September 2022
  12. Ownership
    Cessation of Alastair James Lorimer Lindsay as a person with significant control on 1 September 2022
  13. 15 earlier
    1. Ownership
      Notification of Alastair James Lorimer Lindsay as a person with significant control on 1 September 2022
    2. Ownership
      Cessation of Melanie-Jane Wallace as a person with significant control on 1 September 2022
    3. Ownership
      Cessation of Scott Wallace as a person with significant control on 1 September 2022
    4. Directors
      Appointment of Mr Alastair James Lorimer Lindsay as a director on 1 September 2022
    5. Directors
      Termination of appointment of Scott Wallace as a director on 1 September 2022
    6. Directors
      Termination of appointment of Melanie-Jane Wallace as a director on 1 September 2022
    7. Accounts
      Micro company accounts made up to 31 May 2021
    8. Accounts
      Micro company accounts made up to 31 May 2020
    9. Accounts
      Micro company accounts made up to 31 May 2019
    10. Accounts
      Micro company accounts made up to 31 May 2018
    11. Accounts
      Micro company accounts made up to 31 May 2017
    12. Accounts
      Total exemption small company accounts made up to 31 May 2016
    13. Accounts
      Total exemption small company accounts made up to 31 May 2015
    14. Accounts
      Current accounting period extended from 31 December 2014 to 31 May 2015
    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 Wallace Financial Planning do?

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

›How much turnover does Wallace Financial Planning make?

Answered in the full report

›Is Wallace Financial Planning profitable?

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

›How many people work at Wallace Financial Planning?

Answered in the full report

›Who runs and owns Wallace Financial Planning?

Its directors are Alastair James Lorimer Lindsay, Stuart John Lindsay. Its owners are shown to subscribers.

›Where is Wallace Financial Planning based?

Its registered office is 29 Rutland Square, Edinburgh, EH1 2BW, in Edinburgh.

›When was Wallace Financial Planning founded?

Wallace Financial Planning Limited was incorporated on 5 December 2013.

›Is Wallace Financial Planning still trading?

The register lists Wallace Financial Planning Limited as active.

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