Adler Financial Planning Limited

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Adler Financial Planning Limited

06848531Private Limited With Share Capital

Prudent House 50 Yardley Road, Acocks Green, Birmingham, B276LG
Incorporated

16/03/2009

Company Age

17 years

Directors

4

Employees

10

SIC Code

64999

Risk

very low risk

Company Overview

Registration, classification & business activity

Adler Financial Planning Limited (06848531) is a private limited with share capital incorporated on 16/03/2009 (17 years old) and registered in birmingham, B276LG. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Adler’s qualified independent financial advisers will provide you with practical, impartial and highly personalised advice on your monetary affairs, enabling you to obtain future financial security.adler financial planning was established in 1982 and have expanded our horizons ever since. our recent...

Private Limited With Share Capital
SIC: 64999
Small
Incorporated 16/03/2009
B276LG
10 employees

Financial Overview

Total Assets

£390.7K

Liabilities

£150.4K

Net Assets

£240.4K

Cash

£319.0K

Key Metrics

10

Employees

4

Directors

3

Shareholders

Board of Directors

4

Filed Documents

76
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:16-04-2026
Capital Name Of Class Of Shares
Category:Capital
Date:30-10-2025
Capital Name Of Class Of Shares
Category:Capital
Date:30-10-2025
Legacy
Category:Change Of Name
Date:30-10-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:30-07-2025
Capital Allotment Shares
Category:Capital
Date:18-07-2025
Capital Variation Of Rights Attached To Shares
Category:Capital
Date:14-07-2025
Capital Name Of Class Of Shares
Category:Capital
Date:14-07-2025
Memorandum Articles
Category:Incorporation
Date:07-07-2025
Resolution
Category:Resolution
Date:03-07-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:28-04-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:20-12-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:27-03-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:25-09-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-03-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:19-12-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:29-06-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:24-03-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:20-12-2021
Capital Alter Shares Consolidation
Category:Capital
Date:23-04-2021
Capital Alter Shares Consolidation
Category:Capital
Date:23-04-2021
Capital Name Of Class Of Shares
Category:Capital
Date:10-04-2021
Capital Name Of Class Of Shares
Category:Capital
Date:10-04-2021
Capital Name Of Class Of Shares
Category:Capital
Date:10-04-2021
Capital Name Of Class Of Shares
Category:Capital
Date:10-04-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:31-03-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:06-01-2021
Resolution
Category:Resolution
Date:03-06-2020
Memorandum Articles
Category:Incorporation
Date:03-06-2020
Capital Name Of Class Of Shares
Category:Capital
Date:14-05-2020
Capital Name Of Class Of Shares
Category:Capital
Date:14-05-2020
Capital Allotment Shares
Category:Capital
Date:07-05-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-05-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:30-03-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:25-03-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:25-03-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:24-03-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:24-03-2020
Change Person Director Company With Change Date
Category:Officers
Date:24-03-2020
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:24-03-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:24-03-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:11-12-2019
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:16-09-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-08-2019
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:20-08-2019
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-08-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:25-03-2019
Capital Return Purchase Own Shares
Category:Capital
Date:15-01-2019
Capital Cancellation Shares
Category:Capital
Date:04-01-2019
Resolution
Category:Resolution
Date:04-01-2019
Termination Secretary Company With Name Termination Date
Category:Officers
Date:28-11-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:27-11-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:27-11-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:31-10-2018
Confirmation Statement With Updates
Category:Confirmation Statement
Date:12-03-2018
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:11-09-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:20-03-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-11-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-03-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-06-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-03-2015
Accounts With Accounts Type Full
Category:Accounts
Date:08-09-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:20-03-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:27-08-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:19-03-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:27-07-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-03-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:08-08-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:04-05-2011
Change Person Director Company With Change Date
Category:Officers
Date:04-05-2011
Change Person Director Company With Change Date
Category:Officers
Date:23-02-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:18-08-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:31-03-2010
Resolution
Category:Resolution
Date:22-10-2009
Legacy
Category:Address
Date:16-04-2009
Incorporation Company
Category:Incorporation
Date:16-03-2009

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typetotal exemption full
Due Date31/12/2026
Filing Date30/07/2025
Latest Accounts31/03/2025

Trading Addresses

Prudent House, 50 Yardley Road, Acocks Green, Birmingham, West Midlands, B276LGRegistered

Related Companies

1

Contact

01217645500
adlerinsurance.co.uk
Prudent House 50 Yardley Road, Acocks Green, Birmingham, B276LG