Moffatt Financial Planning Limited
- Company number
- 03638891
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 25 Sep 1998
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| SMITH, John Christopher | Director | 17 Aug 2011 | |
| ROWBOTTOM, Adam Paul | Director | 22 Oct 2001 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Moffatt Wealth Management | Ownership Of Shares 75 To 100 Percent | 16 Feb 2021 | |
| Mr Adam Paul Rowbottom | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Right To Appoint And Remove Directors Significant Influence Or Control |
6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2026 | £104,979 | £204,883 | 11 |
| 31 Mar 2025 | £114,533 | £193,350 | 10 |
| 31 Mar 2024 | £74,605 | £143,432 | 10 |
| 31 Mar 2023 | £137,927 | £169,998 | 7 |
| 31 Mar 2022 | £146,120 | £130,903 | 8 |
| 31 Mar 2021 | £243,318 | £197,152 | 8 |
| 31 Mar 2020 | £210,386 | £164,230 | 6 |
| 31 Mar 2019 | £187,984 | £151,007 | 5 |
| 31 Mar 2018 | - | - | - |
| 31 Mar 2017 | £142,202 | - | - |
| 31 Mar 2016 | £105,844 | £89,522 | - |
| 31 Mar 2015 | £125,179 | £101,487 | - |
| 31 Mar 2014 | £148,421 | £120,409 | - |
| 31 Mar 2013 | - | - | - |
| 31 Mar 2012 | - | - | - |
| 31 Mar 2011 | - | - | - |
| 31 Mar 2010 | - | - | - |
| 31 Mar 2009 | - | - | - |
| 31 Mar 2008 | - | - | - |
| 31 Mar 2007 | - | - | - |
| 31 Mar 2006 | - | - | - |
| 31 Mar 2005 | - | - | - |
| 31 Mar 2004 | - | - | - |
| 31 Mar 2003 | - | - | - |
| 30 Sep 2001 | - | - | - |
| 30 Sep 2000 | - | - | - |
| 30 Sep 1999 | - | - | - |
Connections
Owned by
Moffatt Financial Planning Limited → Moffatt Wealth Management Limited