# Morris Financial Planning Limited

## Details

- **Company number:** [07678565](https://find-and-update.company-information.service.gov.uk/company/07678565)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 22 Jun 2011
- **Registered office:** HARLOW COURT CARDALE PARK, OTLEY ROAD, HARROGATE, HG3 1PU
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding
- **Corporate group:** [Schofield Money Group Limited](/group/22982) (5 companies)


## 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 | - |



## Owned by

Morris Financial Planning Limited → [Schofield Money Group Limited](/company/07445631)




## Directors' other companies

- [HEALY, Liam John](/person/5519971) - director at [Schofield Money Limited](/company/05168310)
- [SCHOFIELD, James William](/person/5519983) - director at [Schofield Money Limited](/company/05168310)



## Companies at the same address

- [Schofield Money Advice Limited](/company/14570667) (14570667)
- [Schofield Money Group Limited](/company/07445631) (07445631)
- [Schofield Money Investments Limited](/company/11629369) (11629369)
- [Schofield Money Limited](/company/05168310) (05168310)
- [Schofield Money Planning Limited](/company/14571410) (14571410)