STEP-BY-STEP FINANCIAL PLANNERS LIMITEDActive
Key figures
Ratios
2024/25Balance sheet structure
Dividends
from the accountsDividends paid in the financial year: £100,000.
Filed accounts2020/21–2024/25
| 2020/21 | 2021/22 | 2022/23 | 2023/24 | 2024/25 | |
|---|---|---|---|---|---|
| Turnover | — | — | — | 366,702 | 325,967 |
| Profit for the year | — | — | — | 105,073 | -9,024 |
| Cash at bank and in hand | 92,448 | 135,840 | 157,605 | 213,557 | 68,824 |
| Total assets | 101,836 | 140,854 | 201,755 | 265,644 | 116,772 |
| Total liabilities | — | — | — | — | — |
| Net assets / total equity | 74,128 | 108,125 | 149,330 | 207,403 | 98,379 |
| Average number of employees | 3 | 4 | 4 | 5 | 5 |
| Average pay (per year) | — | — | — | 29,158 | 46,241 |
| Dividends paid | — | — | — | 47,000 | 100,000 |
A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.
Principal activity
Accounts 2025The principal activity of the company in the year under review was that of provision of other professional services including financial advisory services.
As described in the company's latest filed accounts.
Summary: STEP-BY-STEP FINANCIAL PLANNERS LIMITED
Company
STEP-BY-STEP FINANCIAL PLANNERS LIMITED is a private limited company registered with Companies House under company number 07220022. It was incorporated on 12 Apr 2010. Its status is active. The registered office is in Rugeley (WS15). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999).
Accounts
The latest accounts in the database are for 2024/25 (period ending 30 Jun 2025); the company files medium company accounts. Turnover was £325,967. Loss for the year was £9,024. Net assets were £98,379, down 52.6% on the previous year. Cash at bank and in hand was £68,824. The company had an average of 5 employees. Figures are available for 5 financial years (2020/21–2024/25).
Control and charges
One person with significant control is registered.
Filing deadlines
The next accounts are due by 31 Mar 2027. The next confirmation statement is due by 13 Aug 2027.