ATHENA WEALTH PLANNING LIMITED
ActiveKey figures
Like most small UK companies, ATHENA WEALTH PLANNING LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.
Ratios
2025/26Sector comparison
SIC 74909Where the company stands among the 58,503 active companies whose first SIC code is 74909 (Other professional, scientific and technical activities n.e.c.).
- KINTAIL TRUSTEES LIMITED£1.1bn
- VERTIV COMPANY GROUP LIMITED£853.3m
- NUCLEUS FINANCIAL PLATFORMS LIMITED£665.1m
- CHIVAS BROTHERS INTERNATIONAL LIMITED£645m
- JANE'S GROUP UK LIMITED£566.4m
- LEARNING TECHNOLOGIES GROUP LIMITED£477.9m
- ALMAC CLINICAL SERVICES LIMITED£477m
- TOWERS WATSON LIMITED£444.5m
- MAGI CAPITAL CREDIT LTD£399.9m
- NCC GROUP PLC£332.6m
Positions are approximate. Figures come from each company's latest accounts; money and employee figures are compared only with companies that filed accounts in pounds for a period ending in the last two and a half years and are not dormant, so those groups are smaller than 58,503. The line on each bar marks the median.
Summary: ATHENA WEALTH PLANNING LIMITED
What kind of company is it?
ATHENA WEALTH PLANNING LIMITED is a private limited company registered with Companies House under company number 09086612. It was incorporated on 16 Jun 2014. Its status is active. The registered office is in Epsom (KT18). Its nature of business (SIC 2007) is other professional, scientific and technical activities n.e.c. (74909).
How is the company doing financially?
The latest accounts in the database are for 2025/26 (period ending 31 May 2026); the company files small company accounts (filleted). Net assets were £626,453, up 86.7% on the previous year. Cash at bank and in hand was £399,515. Total assets were £800,750 and total liabilities £174,297. The company had an average of 12 employees. Figures are available for 6 financial years (2020/21–2025/26).
How does it compare with similar companies?
Compared with 58,503 active companies whose first SIC code is 74909: By net assets it ranks higher than 93% of them (median £12,925). By total assets it ranks higher than 91% of them (median £41,823). By cash it ranks higher than 88% of them (median £26,310). By number of employees it ranks higher than 96% of them (median 1). It is older than 63% of them (median age 9.4 years).
Who runs and controls the company?
The company has 2 current directors. One person with significant control is registered. 1 of 1 registered charges are outstanding.
When are its next filings due?
The next accounts are due by 28 Feb 2027. The next confirmation statement is due by 1 Oct 2027.
Filed accounts2020/21–2025/26
| 2021/22 | 2022/23 | 2023/24 | 2024/25 | 2025/26 | |
|---|---|---|---|---|---|
| Cash at bank and in hand | 247,268 | 210,359 | 264,478 | 374,167 | 399,515 |
| Total assets | 280,750 | 275,993 | 277,359 | 458,087 | 800,750 |
| Total liabilities | 101,022 | 95,483 | 87,720 | 122,582 | 174,297 |
| Net assets / total equity | 179,728 | 180,510 | 189,639 | 335,505 | 626,453 |
| Average number of employees | 10 | 11 | 9 | 9 | 12 |
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 202674909
As described in the company's latest filed accounts.
History
14 events- Financial year 2025/26 endedAccounts: net assets £626.5k, 12 employees
- Financial year 2024/25 endedAccounts: net assets £335.5k, 9 employees
- Mr Colin Enright ceased to be a person with significant control
- Financial year 2023/24 endedAccounts: net assets £189.6k, 9 employees
- Colin ENRIGHT resignedDirector
- Sarah Kate REVELL appointedDirector
- Financial year 2022/23 endedAccounts: net assets £180.5k, 11 employees
- Financial year 2021/22 endedAccounts: net assets £179.7k, 10 employees
Earlier events (6)
- Financial year 2020/21 endedAccounts: net assets £142.9k, 6 employees
- Mrs Caroline Elisabeth Devonshire registered as a person with significant control
- Mr Colin Enright registered as a person with significant control
- Caroline Elisabeth DEVONSHIRE appointedDirector
- Colin ENRIGHT appointedDirector
- Company incorporatedPrivate limited company
Dates as recorded at Companies House: incorporation, name changes, officer appointments and resignations, current and former persons with significant control, and the end of each financial year with figures in the database.