# SW Financial Planning Limited

## Details

- **Company number:** [03462625](https://find-and-update.company-information.service.gov.uk/company/03462625)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 7 Nov 1997
- **Registered office:** KINGSLEY CLOSE KINGSLEY CLOSE, LEE MILL INDUSTRIAL ESTATE, IVYBRIDGE, PL21 9GD
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [SW Law & Finance Limited](/group/35403) (3 companies)


## 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 | - |



## Owned by

SW Financial Planning Limited → [SW Law & Finance Limited](/company/14687748)