Financial Management Bureau Limited

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Financial Management Bureau Limited

02089786Private Limited With Share Capital

Shenstone House, Helsington, Kendal, LA88AA
Incorporated

15/01/1987

Company Age

39 years

Directors

4

Employees

31

SIC Code

64999

Risk

very low risk

Company Overview

Registration, classification & business activity

Financial Management Bureau Limited (02089786) is a private limited with share capital incorporated on 15/01/1987 (39 years old) and registered in kendal, LA88AA. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Established in 1987, financial management bureau (fmb) is a family owned and managed firm offering independent, holistic financial planning advice to both individuals and businesses. with over 30 staff, we're big enough to provide an extensive service but still small enough to get to know you person...

Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 15/01/1987
LA88AA
31 employees

Financial Overview

Total Assets

£1.98M

Liabilities

£286.2K

Net Assets

£1.70M

Est. Turnover

£6.52M

AI Estimated
Unreported
Cash

£315.8K

Key Metrics

31

Employees

4

Directors

1

Shareholders

2

PSCs

Board of Directors

3
director
director

Charges

8

Registered

3

Outstanding

0

Part Satisfied

5

Satisfied

Filed Documents

100
Change Person Director Company With Change Date
Category:Officers
Date:03-03-2026
Confirmation Statement With Updates
Category:Confirmation Statement
Date:17-02-2026
Change Person Director Company With Change Date
Category:Officers
Date:16-02-2026
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:05-01-2026
Legacy
Category:Accounts
Date:05-01-2026
Legacy
Category:Other
Date:05-01-2026
Legacy
Category:Other
Date:05-01-2026
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:23-12-2025
Change Person Director Company With Change Date
Category:Officers
Date:20-12-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-12-2024
Legacy
Category:Accounts
Date:22-12-2024
Legacy
Category:Other
Date:22-12-2024
Legacy
Category:Other
Date:22-12-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:20-12-2024
Accounts With Accounts Type Audit Exemption Subsiduary
Category:Accounts
Date:17-01-2024
Legacy
Category:Accounts
Date:17-01-2024
Legacy
Category:Other
Date:17-01-2024
Legacy
Category:Other
Date:17-01-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:15-12-2023
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:25-09-2023
Change Person Director Company With Change Date
Category:Officers
Date:20-09-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:16-01-2023
Change Person Director Company With Change Date
Category:Officers
Date:16-01-2023
Change Person Director Company With Change Date
Category:Officers
Date:16-01-2023
Change Person Director Company With Change Date
Category:Officers
Date:13-01-2023
Change Person Director Company With Change Date
Category:Officers
Date:13-01-2023
Change Person Secretary Company With Change Date
Category:Officers
Date:13-01-2023
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:17-11-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:17-11-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:17-11-2022
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:15-11-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-09-2022
Change Account Reference Date Company Current Extended
Category:Accounts
Date:20-09-2022
Memorandum Articles
Category:Incorporation
Date:02-09-2022
Resolution
Category:Resolution
Date:02-09-2022
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:23-08-2022
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:22-08-2022
Mortgage Satisfy Charge Full
Category:Mortgage
Date:11-08-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:08-07-2022
Change To A Person With Significant Control Without Name Date
Category:Persons With Significant Control
Date:27-06-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:24-06-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:24-06-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:24-06-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:23-02-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:23-02-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-12-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:30-06-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:07-12-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:09-06-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:05-12-2019
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:04-09-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-12-2018
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:18-10-2018
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:18-10-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:09-10-2018
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:28-09-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-12-2017
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-05-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-12-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:06-05-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:04-12-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:24-04-2015
Capital Statement Capital Company With Date Currency Figure
Category:Capital
Date:21-01-2015
Legacy
Category:Capital
Date:12-01-2015
Legacy
Category:Insolvency
Date:12-01-2015
Resolution
Category:Resolution
Date:12-01-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:05-12-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:19-03-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:09-12-2013
Change Person Director Company With Change Date
Category:Officers
Date:12-11-2013
Capital Alter Shares Reconversion Statement Of Capital
Category:Capital
Date:17-07-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:03-06-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:13-12-2012
Change Person Director Company With Change Date
Category:Officers
Date:10-12-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:07-06-2012
Termination Director Company With Name
Category:Officers
Date:05-03-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:09-12-2011
Capital Alter Shares Reconversion Statement Of Capital
Category:Capital
Date:18-05-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:26-04-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:06-12-2010
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:05-08-2010
Change Person Director Company With Change Date
Category:Officers
Date:11-03-2010
Change Person Director Company With Change Date
Category:Officers
Date:11-03-2010
Change Person Director Company With Change Date
Category:Officers
Date:09-02-2010
Change Person Secretary Company With Change Date
Category:Officers
Date:09-02-2010
Change Person Director Company With Change Date
Category:Officers
Date:20-01-2010
Capital Alter Shares Redemption Statement Of Capital
Category:Capital
Date:08-01-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:17-12-2009
Resolution
Category:Resolution
Date:13-11-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-10-2009
Legacy
Category:Annual Return
Date:24-12-2008
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:12-12-2008
Legacy
Category:Officers
Date:05-09-2008
Legacy
Category:Officers
Date:05-09-2008
Legacy
Category:Officers
Date:05-09-2008
Legacy
Category:Officers
Date:05-09-2008
Legacy
Category:Mortgage
Date:27-05-2008
Legacy
Category:Mortgage
Date:27-05-2008
Legacy
Category:Mortgage
Date:26-03-2008
Legacy
Category:Officers
Date:25-01-2008

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typetotal exemption full
Due Date31/12/2026
Filing Date23/12/2025
Latest Accounts31/03/2025

Trading Addresses

Shenstone House, Helsington, Kendal, Cumbria, LA88AA

Contact

01539725855
info@finman.co.uk
finman.co.uk
Shenstone House, Helsington, Kendal, LA88AA