Morris Financial Planning Limited
- Company number
- 07678565
- Status
- Active
- Type
- Ltd
- Incorporated
- 22 Jun 2011
- Nature of business
- Other activities auxiliary to insurance and pension funding
- Corporate group
- Schofield Money Group Limited (5 companies)
Registered office
Previous names
- Edgar Wealth Management Limited (until 14 Jul 2011)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| MORRIS, Joanne Lisa | Director | 1 Dec 2023 | 2 Apr 2026 |
| MORRIS, Edward | Director | 22 Jun 2011 | 2 Apr 2026 |
| SCHOFIELD, Robert Nicholas Jason | Director | 2 Apr 2026 | |
| SCHOFIELD, James William | Director | 2 Apr 2026 | |
| HEALY, Liam John | Director | 2 Apr 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Joanne Lisa Morris | Ownership Of Shares 25 To 50 Percent | 23 Jun 2025 | 2 Apr 2026 |
| Mr Edward Mark Morris | Ownership Of Shares 25 To 50 Percent | 22 Jun 2016 | 2 Apr 2026 |
| Schofield Money Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
2 Apr 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Nov 2025 | £221,431 | - | 6 |
| 30 Nov 2024 | £209,046 | - | 6 |
| 30 Nov 2023 | £203,658 | - | 6 |
| 30 Nov 2022 | £216,814 | - | 6 |
| 30 Nov 2021 | £160,241 | - | 6 |
| 30 Nov 2020 | £87,018 | - | 6 |
| 30 Nov 2019 | £64,502 | - | - |
| 30 Nov 2018 | £67,475 | - | - |
| 30 Nov 2017 | £65,194 | - | - |
| 30 Nov 2016 | £45,231 | £52,341 | - |
| 30 Nov 2015 | £45,460 | £54,345 | - |
| 30 Nov 2014 | £28,890 | £39,245 | - |
| 30 Nov 2013 | £3,788 | £28,994 | - |
| 30 Nov 2012 | £1,237 | £11,150 | - |
Connections
Owned by
Morris Financial Planning Limited → Schofield Money Group Limited
Directors’ other companies
- HEALY, Liam John - Director at Schofield Money Limited
- SCHOFIELD, James William - Director at Schofield Money Limited
Companies at the same address
- Schofield Money Advice Limited (14570667)
- Schofield Money Group Limited (07445631)
- Schofield Money Investments Limited (11629369)
- Schofield Money Limited (05168310)
- Schofield Money Planning Limited (14571410)