SW Financial Planning Limited
- Company number
- 03462625
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 7 Nov 1997
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
- Corporate group
- SW Law & Finance Limited (3 companies)
Registered office
Previous names
- PFS Asset Management Ltd (until 28 Apr 2011)
- Swlaw Investment & Financial Planning Ltd (until 19 Jul 2023)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Sw Law & Finance Limited | Ownership Of Shares 75 To 100 Percent | 30 Jun 2023 | |
| Sw Law & Finance | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
30 Jun 2023 | |
| Mr Eric John Cowsill | Ownership Of Shares 75 To 100 Percent | 6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | £159,998 | - | 6 |
| 30 Jun 2024 | £129,878 | - | 6 |
| 30 Jun 2023 | £128,588 | - | 6 |
| 30 Jun 2022 | £125,849 | - | 6 |
| 30 Jun 2021 | £125,973 | £7,628 | 6 |
| 30 Jun 2020 | £107,894 | - | 6 |
| 30 Jun 2019 | £80,681 | - | - |
| 30 Jun 2018 | £71,619 | - | - |
| 30 Jun 2017 | £68,822 | - | - |
| 30 Jun 2016 | £36,284 | £2,672 | - |
| 30 Jun 2015 | £41,486 | £3,013 | - |
| 30 Nov 2014 | £49,703 | £1,728 | - |
| 30 Nov 2013 | £45,857 | £2,111 | - |
| 30 Nov 2012 | - | - | - |
| 30 Nov 2011 | - | - | - |
| 30 Nov 2010 | - | - | - |
| 30 Nov 2009 | - | - | - |
| 30 Nov 2008 | - | - | - |
| 30 Nov 2007 | - | - | - |
| 30 Nov 2006 | - | - | - |
| 30 Nov 2005 | - | - | - |
| 30 Nov 2004 | - | - | - |
| 30 Nov 2003 | - | - | - |
| 30 Nov 2002 | - | - | - |
| 30 Nov 2001 | - | - | - |
| 30 Nov 2000 | - | - | - |
| 30 Nov 1999 | - | - | - |
| 30 Nov 1998 | - | - | - |
Connections
Owned by
SW Financial Planning Limited → SW Law & Finance Limited