INTELLIGENT FINANCIAL PLANNING LIMITED
Active Company number 05149547
INTELLIGENT FINANCIAL PLANNING LIMITED (company number 05149547) is a private limited company incorporated on 9 June 2004. Its status on the Companies House register is Active. Its registered office is in Amersham, HP7 0PX. Its nature of business (SIC 2007) is activities of mortgage finance companies (64922). Its latest accounts we hold, for the period ending 31 August 2025, report net assets of £24k.
Source: Companies House register, as at 29 September 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on INTELLIGENT FINANCIAL PLANNING LIMITED (PDF)
Page 1 answers whether we would trade with it, and on what terms, by rules stated on the page. The register, the accounts and the people behind the company in one PDF, for your own business use.
- The verdict: would we trade with it, on what terms: a starting credit limit from the latest balance sheet, the risk grade with its reasons, and the checks to make before you sign
- Summary and Health Score: with the reasons behind the score
- Red flags: and what changed in the last 12 months
- Key figures: the accounts to 31 Aug 2025 against the year before
- Filing deadlines: accounts due 31 May 2027; confirmation statement due 23 Apr 2027
- Financials ledger: 19 years of filed accounts held (2007–2025)
- Who runs and owns it: 1 PSC
- Shareholders: the current register from the filings: each holder, class, shares and percentage
- Charges: none on the register
- Filing history and methodology: with sources and a disclaimer
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Company details
- Company number
- 05149547
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 9 June 2004
- Country of origin
- United Kingdom
- Registered office
- UNIT C2A COMET STUDIOS DE HAVILLAND COURT
PENN STREET
AMERSHAM
BUCKINGHAMSHIRE
HP7 0PX
ENGLAND
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 31 August
- Accounts category
- MICRO ENTITY
- Accounts last made up to
- 31 August 2025
- Next accounts due
- 31 May 2027
- Confirmation statement last made up to
- 9 April 2026
- Next confirmation statement due
- 23 April 2027
Financial summary
| Period ending | 31 August 2025 | 31 August 2024 | 31 August 2023 | 31 August 2022 | 31 August 2021 | 31 August 2020 | 31 August 2019 | 31 August 2018 | 31 August 2017 | 31 August 2016 | 31 August 2015 | 31 August 2014 | 31 August 2013 | 31 August 2012 | 31 August 2011 | 31 August 2010 | 31 August 2009 | 31 August 2008 | 31 August 2007 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total assets | £61k | £61k | £64k | £98k | £101k | £126k | £24k | £29k | £30k | £27k | £21k | £22k | £25k | £28k | £23k | £17k | £19k | £20k | £27k |
| Cash at bank | Not filed | — | — | — | — | — | — | — | — | −£741 | £111 | £1,118 | £159 | £149 | £0 | £1 | £1,871 | £25 | £6,901 |
| Current liabilities | £21k | £17k | £18k | £51k | £52k | £97k | £22k | £28k | £30k | £27k | £21k | £22k | £24k | £28k | £22k | £16k | £18k | £21k | £21k |
| Net current assets / (liabilities) | £36k | £40k | £42k | (£38k) | (£52k) | (£64k) | (£15k) | (£21k) | (£7,404) | (£8,464) | (£4,980) | (£7,346) | (£9,525) | (£13k) | (£16k) | (£16k) | (£13k) | (£21k) | (£13k) |
| Total liabilities | £37k | £37k | £40k | £74k | £78k | £124k | £22k | £28k | £30k | £27k | £21k | £22k | £24k | £28k | £22k | £16k | £18k | £21k | £21k |
| Net assets / (liabilities) | £24k | £24k | £24k | £24k | £24k | £2,673 | £1,593 | £1,218 | £217 | £136 | £133 | £510 | £811 | £130 | £1,170 | £1,018 | £827 | (£893) | £6,493 |
| Employees | 0 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — | — | — | — | — | — | — | — |
Not filed: the accounts do not give the figure. —: no figure read from the filing.
- Year to 31 August 2025: cash not filed. Micro-entity accounts give current assets as one total, without debtors, stock or cash.
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (1 including ceased)
Previous names
- DAVID WILKES FINANCIAL SERVICES LTD (changed 16 September 2016)
- WILKES WEALTH MANAGEMENT LTD (changed 29 July 2016)
- DAVID WILKES FINANCIAL SERVICES LIMITED (changed 20 July 2016)
Questions about INTELLIGENT FINANCIAL PLANNING LIMITED
Is INTELLIGENT FINANCIAL PLANNING LIMITED active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was INTELLIGENT FINANCIAL PLANNING LIMITED incorporated?
INTELLIGENT FINANCIAL PLANNING LIMITED was incorporated on 9 June 2004, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is INTELLIGENT FINANCIAL PLANNING LIMITED registered?
Its registered office is in Amersham, HP7 0PX. (Companies House register, as at 29 September 2026.)
Who controls INTELLIGENT FINANCIAL PLANNING LIMITED?
The register lists 1 current person with significant control (1 including those who have ceased). The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/05149547/persons-with-significant-control. (Companies House register, as at 29 September 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are INTELLIGENT FINANCIAL PLANNING LIMITED's next accounts due?
The register shows the next accounts as due by 31 May 2027. Its latest accounts on the register were made up to 31 August 2025. (Companies House register, as at 29 September 2026.)
Does INTELLIGENT FINANCIAL PLANNING LIMITED file dormant accounts?
Not in its latest accounts. The register gives their category as “Micro-entity accounts”, made up to 31 August 2025. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Is INTELLIGENT FINANCIAL PLANNING LIMITED on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 10 October 2026. A name screen is not legal clearance.
Related companies
More activities of mortgage finance companies companies
- INDEMNITY & GUARANTEE LIMITED
- LAZARI FINANCIAL HOLDINGS LIMITED
- OCTANE PROPERTY FINANCE LIMITED
- OCTANE PROPERTY FINANCE 4 LIMITED
- AFFIRMATIVE FINANCE LIMITED
- BUTTERFIELD MORTGAGES LIMITED
- VECTOR CAPITAL LIMITED
- APRIL MORTGAGES LIMITED
Industry overview: 5,024 active companies in SIC 64922
Other active companies registered at HP7 0PX
Related guides
Companies with similar names
Other companies, LLPs and partnerships on the Companies House register whose names begin “INTELLIGENT FINANCIAL”. Each is a separate legal entity from INTELLIGENT FINANCIAL PLANNING LIMITED: check the registered number before relying on a name. Register data as at 29 September 2026.
- INTELLIGENT FINANCIAL ADVISORY LTD (Company, Active, Lutterworth; 09186448)
- INTELLIGENT FINANCIAL ADVISORY SERVICES LTD (Company, Active, Loughborough; 16105350)
- INTELLIGENT FINANCIAL ANALYTICS LIMITED (Company, Active, Ilford; 08759911)
- INTELLIGENT FINANCIAL AND MANAGEMENT SERVICES LTD (Company, Active, Stafford; 13820867)
- INTELLIGENT FINANCIAL REPORTING LIMITED (Company, Active, Manchester; 13006005)
- INTELLIGENT FINANCIAL REPORTING SOLUTIONS LIMITED (Company, Active, Exeter; 06483039)
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Official register entry: INTELLIGENT FINANCIAL PLANNING LIMITED on Companies House.
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