# Positive Independent Financial Planning Limited

## Details

- **Company number:** [05492767](https://find-and-update.company-information.service.gov.uk/company/05492767)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 28 Jun 2005
- **Registered office:** 12 STOKE PARK ROAD, STOKE BISHOP, BS9 1LF
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified, [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c., [66220](/sic/66220) Activities of insurance agents and brokers, [66290](/sic/66290) Other activities auxiliary to insurance and pension funding


## Previous names

- Pinnacle Independent Financial Services Limited (until 31 Jul 2020)
- Positive Solutions Independent Financial Planning Limited (until 31 Dec 2021)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Matthew Edward Burman | ownership-of-shares-50-to-75-percent | 29 Jun 2017 |  |
| Mrs Hazel Marie Burman | ownership-of-shares-25-to-50-percent | 29 Jun 2017 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £1,317,308 | - | 3 |
| 31 Mar 2024 | £1,117,959 | - | 3 |
| 31 Mar 2023 | £1,052,560 | - | 2 |
| 31 Mar 2022 | £932,556 | - | 2 |
| 31 Mar 2021 | £745,113 | - | 2 |
| 31 Mar 2020 | £540,202 | - | 3 |
| 31 Mar 2019 | £423,734 | - | 2 |
| 30 Jun 2018 | £331,108 | - | 2 |
| 30 Jun 2017 | £237,538 | - | - |
| 30 Jun 2016 | £131,214 | - | - |
| 30 Jun 2015 | £96,435 | £138,805 | - |
| 30 Jun 2014 | £57,126 | £110,481 | - |