# Trillium Financial Planning Ltd

## Details

- **Company number:** [04158423](https://find-and-update.company-information.service.gov.uk/company/04158423)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 12 Feb 2001
- **Registered office:** 7A ALKMAAR WAY, NORWICH, NR6 6BF
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [Insight Financial Associates Limited](/group/16445) (12 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr David Adrian Taylor | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 31 Oct 2022 |
| Insight Financial Associates Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 31 Oct 2022 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Aug 2025 | - | £11,987 | 0 |
| 31 Aug 2024 | £42,754 | £26,498 | 0 |
| 31 Aug 2023 | £19,861 | £17,894 | 2 |
| 31 Mar 2023 | £17,847 | £40,512 | 2 |
| 31 Mar 2022 | £69,180 | £59,931 | 2 |
| 31 Mar 2021 | £28,692 | £102,279 | 2 |
| 31 Mar 2020 | £41,082 | £52,771 | 2 |
| 31 Mar 2019 | £35,771 | £56,717 | 2 |
| 31 Mar 2018 | £83,612 | £75,837 | 2 |
| 31 Mar 2017 | - | £111,309 | 2 |
| 31 Mar 2016 | - | £191,497 | - |
| 31 Jul 2015 | - | £33,527 | - |
| 31 Jul 2014 | - | £57,855 | - |
| 31 Jul 2013 | - | £22,261 | - |
| 31 Jul 2012 | - | £34,738 | - |
| 31 Jul 2011 | £35,542 | £37,835 | - |
| 31 Jul 2010 | £28,945 | £28,512 | - |
| 31 Jul 2009 | £51,978 | £39,037 | - |



## Owned by

Trillium Financial Planning Ltd → [Insight Financial Associates Limited](/company/05054886)





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