Isis Financial Planners Limited
Company Profile
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MicroIsis Financial Planners Limited
04284325•Private Limited With Share Capital
2 Red House Farm Eynsham Road, Farmoor, Oxford, OX29NH
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Incorporated
10/09/2001
Company Age
24 years
Directors
6
Employees
7
SIC Code
64999
Risk
very low risk
Company Overview
Registration, classification & business activity
Isis Financial Planners Limited (04284325) is a private limited with share capital incorporated on 10/09/2001 (24 years old) and registered in oxford, OX29NH. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.
Isis financial planners, chartered financial planners, and members of step (the society of trust and estate practitioners) provide wealth management services to private and corporate clients. founded in february 2002 by louis letourneau, maggie fleming and jane mudge, isis aims to deliver quality, h...
Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 10/09/2001
OX29NH
7 employees
Financial Overview
Total Assets
£373.9K
Liabilities
£156.7K
Net Assets
£217.2K
Est. Turnover
£6.52M
AI Estimated
Unreported
Cash
£188.0K
Key Metrics
7
Employees
6
Directors
1
Shareholders
1
PSCs
Board of Directors
5
Name
Position
director
director
director
director
director
Charges
1
Registered
1
Outstanding
0
Part Satisfied
0
Satisfied
Filed Documents
100
Document Name
Category
Date
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:26-11-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:08-09-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:05-09-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:05-09-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:05-09-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:05-09-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:05-09-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:05-09-2025
Termination Secretary Company With Name Termination Date
Category:Officers
Date:05-09-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:10-02-2025
Change Person Director Company With Change Date
Category:Officers
Date:18-10-2024
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:10-10-2024
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:10-10-2024
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:10-10-2024
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:10-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:10-10-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:10-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:10-10-2024
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:07-10-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:01-10-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:12-08-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:12-08-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:12-06-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:12-06-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:04-01-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:03-10-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:30-01-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:24-09-2022
Capital Allotment Shares
Category:Capital
Date:12-05-2022
Change Person Director Company With Change Date
Category:Officers
Date:13-04-2022
Change Person Director Company With Change Date
Category:Officers
Date:13-04-2022
Change Person Director Company With Change Date
Category:Officers
Date:13-04-2022
Change Person Director Company With Change Date
Category:Officers
Date:13-04-2022
Change Person Secretary Company With Change Date
Category:Officers
Date:13-04-2022
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:15-02-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:01-12-2021
Capital Allotment Shares
Category:Capital
Date:22-11-2021
Resolution
Category:Resolution
Date:06-11-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-09-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:19-11-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:15-09-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:19-12-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:13-09-2019
Capital Name Of Class Of Shares
Category:Capital
Date:15-01-2019
Resolution
Category:Resolution
Date:14-01-2019
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:03-12-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:13-09-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:29-11-2017
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-09-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:17-02-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:15-09-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:30-12-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:05-10-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:19-01-2015
Capital Allotment Shares
Category:Capital
Date:10-10-2014
Auditors Resignation Company
Category:Auditors
Date:10-10-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-09-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:25-11-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-09-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:21-11-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:19-09-2012
Change Person Director Company With Change Date
Category:Officers
Date:19-09-2012
Change Person Director Company With Change Date
Category:Officers
Date:19-09-2012
Change Person Secretary Company With Change Date
Category:Officers
Date:19-09-2012
Change Person Director Company With Change Date
Category:Officers
Date:19-09-2012
Change Person Director Company With Change Date
Category:Officers
Date:19-09-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:06-03-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:26-09-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:12-01-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:19-10-2010
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:15-01-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:22-10-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:21-12-2008
Legacy
Category:Annual Return
Date:25-09-2008
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:01-12-2007
Legacy
Category:Annual Return
Date:19-10-2007
Legacy
Category:Capital
Date:31-03-2007
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:30-11-2006
Legacy
Category:Annual Return
Date:10-10-2006
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:31-01-2006
Legacy
Category:Annual Return
Date:14-09-2005
Accounts With Accounts Type Small
Category:Accounts
Date:18-01-2005
Legacy
Category:Address
Date:14-01-2005
Legacy
Category:Annual Return
Date:01-11-2004
Legacy
Category:Capital
Date:01-11-2004
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:23-12-2003
Legacy
Category:Annual Return
Date:22-09-2003
Legacy
Category:Address
Date:09-06-2003
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:10-05-2003
Legacy
Category:Annual Return
Date:20-09-2002
Certificate Change Of Name Company
Category:Change Of Name
Date:14-11-2001
Legacy
Category:Capital
Date:01-11-2001
Legacy
Category:Capital
Date:01-11-2001
Resolution
Category:Resolution
Date:01-11-2001
Legacy
Category:Officers
Date:19-10-2001
Legacy
Category:Officers
Date:19-10-2001
Legacy
Category:Capital
Date:05-10-2001
Legacy
Category:Officers
Date:05-10-2001
Legacy
Category:Officers
Date:05-10-2001
Legacy
Category:Officers
Date:05-10-2001
Risk Assessment
very low risk
International Score
Future Factor
fair
Performance Rating
Accounts
Typetotal exemption full
Due Date30/06/2027
Filing Date26/11/2025
Latest Accounts30/09/2025
Trading Addresses
2 Red House Farm, Eynsham Road, Farmoor, Oxford, OX29NHRegistered
Po Box 136, Brighton, East Sussex, BN16XH
Related Companies
3
Contact
03451300778contact@isis-financial-planners.co.ukpostbox@isis-financial-planners.co.ukisis-financial-planners.co.uk
2 Red House Farm Eynsham Road, Farmoor, Oxford, OX29NH