A To Z Financial Planning Limited
- Company number
- 05714997
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 20 Feb 2006
- Nature of business
- Dormant Company
- Corporate group
- 1 Clinical Ltd (50742 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WARD, Sam Philip | Director | 24 Mar 2026 | |
| HESKETH, David John Philip | Director | 8 Jun 2023 | 24 Mar 2026 |
| HEPWORTH, Julie Suzanne | Director | 8 Jun 2023 | 16 Aug 2024 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Pfm Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
8 Jun 2023 | |
| Mrs Margaret Zivkovic | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
15 Mar 2020 | 8 Jun 2023 |
| Mr Andria Zivkovic | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 8 Jun 2023 |
Accounts
| Year ended | Net assets | Employees |
|---|---|---|
| 31 Dec 2025 | - | - |
| 31 Dec 2024 | - | - |
| 31 Dec 2023 | - | - |
| 31 Mar 2023 | £193,761 | 0 |
| 31 Mar 2022 | £148,455 | 0 |
| 31 Mar 2021 | £147,413 | 0 |
| 31 Mar 2020 | £149,652 | 0 |
| 31 Mar 2019 | £121,566 | - |
| 31 Mar 2018 | £89,455 | - |
| 31 Mar 2017 | £73,271 | - |
| 31 Mar 2016 | - | - |
| 31 Mar 2015 | - | - |
| 31 Mar 2014 | - | - |
| 31 Mar 2013 | - | - |
| 31 Mar 2012 | - | - |
| 31 Mar 2011 | - | - |
| 31 Mar 2010 | - | - |
| 31 Mar 2009 | - | - |
| 31 Mar 2008 | - | - |
| 31 Mar 2007 | - | - |
| 31 Mar 2006 | - | - |
Connections
Owned by
A To Z Financial Planning Limited → PFM Group Limited → Perspective Financial Group Limited
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at JRT Wealth Management Limited
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
Companies at the same address
- Abbey Meads Financial Ltd (03005688)
- Accord Financial Management Limited (05195534)
- Airedale Pfs Limited (05316639)
- Avon Financial Advisers Limited (04355884)
- Beanland Financial Services Limited (06733970)
- Belper Independent Financial Solutions Limited (08028528)
- BLM Partnership Limited (03577162)
- Bowman Financial Planning Limited (02848374)
- Bsqfa Limited (05313715)
- Cambridge Investments Limited (01370458)