Company Overview
Tag Financial Planning Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Monday 03 July 2017, so this is a well established company. Tag Financial Planning Limited has been in business for 8 years and 8 months. The accounts status is micro entity and the accounts are next due on Wednesday 29 July 2026.
Registered Address

Stonyroyd House, 8 Cumberland Road, Leeds, LS6 2EF
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Companies House Data
Company NameTAG FINANCIAL PLANNING LIMITED
Company Number10846528
Registered Office AddressStonyroyd House
 8 Cumberland Road
 LS6 2EF
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date03/07/2017
Accounting Reference Date Day29
Accounting Reference Date Month10
Accounts Next Due Date29/01/2027
Accounts Last Made Up Date29/10/2024
Accounts Account CategoryMICRO ENTITY
Returns Next Due Date31/07/2018
Directors & Members
Show Resigned
Susan Puddephatt - Director
(British, 64 years old, born October 1962)
Appointed 30 October 2024
 Active
Stephen Willis - Director
(British, 46 years old, born February 1980)
Appointed 30 October 2024
 Active
Michelmores Secretaries Limited - Secretary
Appointed 30 October 2024
 Active
Secretaries
Michelmores Secretaries Limited - Secretary
Appointed 30 October 2024
 Active
Other Company Directorships
Susan Puddephatt
A P ASSOCIATES FINANCIAL SERVICES LIMITED
BANKHOUSE FINANCIAL MANAGEMENT LIMITED
CUTTER & CO FINANCIAL PLANNING LIMITED
DESTINATION FINANCIAL PLANNING LIMITED
DFP HEALTH & WEALTH MANAGEMENT LIMITED
DFP WEALTH MANAGEMENT LTD
ELLABY POLLARD LIMITED
G & E PRIVATE WEALTH LIMITED
G & E WEALTH MANAGEMENT LIMITED
G&E WEALTH MANAGEMENT (HOLDINGS) LTD
HKA (F S) LIMITED
HKA HOLDINGS LIMITED
INVESTORS PLANNING ASSOCIATES LIMITED
JCF FINANCIAL SERVICES LIMITED
KILLERMONT INVESTMENTS LTD
LAW SOCIETY (NI) FINANCIAL ADVICE LIMITED
LEE STRATHY LIMITED
MACKENZIE INVESTMENT STRATEGIES LTD.
NAVIGATOR FINANCIAL PLANNING LIMITED
OAKLEA WEALTH MANAGEMENT LTD
PANNELLS FINANCIAL PLANNING LTD
PANNELLS HOLDINGS LIMITED
SPENCE AND SPENCE (SCOTLAND) LIMITED
SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED
SUCCESSION GROUP LTD
SUCCESSION HOLDINGS JERSEY LIMITED
THE OXFORD ADVISORY PARTNERSHIP LIMITED
TRUE FINANCIAL PARTNERSHIPS LIMITED
TRUE WEALTH MANAGEMENT LIMITED
TRUE WEALTH PLANNING SOLUTIONS LIMITED
VERACITY ASSET TRANSFORMATION SERVICE LIMITED
WARDE GRAHAM CONSULTING LIMITED
WARWICK BUTCHART ASSOCIATES LIMITED
WATSON LAIRD LIMITED
Stephen Willis
A P ASSOCIATES FINANCIAL SERVICES LIMITED
BANKHOUSE FINANCIAL MANAGEMENT LIMITED
CUTTER & CO FINANCIAL PLANNING LIMITED
DESTINATION FINANCIAL PLANNING LIMITED
DFP HEALTH & WEALTH MANAGEMENT LIMITED
DFP WEALTH MANAGEMENT LTD
FLOWERS MCEWAN LIMITED
G & E PRIVATE WEALTH LIMITED
G & E WEALTH MANAGEMENT LIMITED
G&E WEALTH MANAGEMENT (HOLDINGS) LTD
HKA (F S) LIMITED
HKA HOLDINGS LIMITED
JCF FINANCIAL SERVICES LIMITED
KF CONSULTING UK LTD
LAW SOCIETY (NI) FINANCIAL ADVICE LIMITED
LEE STRATHY LIMITED
NAVIGATOR FINANCIAL PLANNING LIMITED
OAKLEA WEALTH MANAGEMENT LTD
PANNELLS FINANCIAL PLANNING LTD
PANNELLS HOLDINGS LIMITED
SPENCE AND SPENCE (SCOTLAND) LIMITED
SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED
SUCCESSION FINANCE JERSEY LIMITED
SUCCESSION FINANCIAL MANAGEMENT LIMITED
SUCCESSION GROUP LTD
SUCCESSION HOLDINGS LTD
SUCCESSION NEWCO2 JERSEY LIMITED
SUCCESSION WEALTH MANAGEMENT LIMITED
THE OXFORD ADVISORY PARTNERSHIP LIMITED
TRUE FINANCIAL PARTNERSHIPS LIMITED
TRUE WEALTH MANAGEMENT LIMITED
TRUE WEALTH PLANNING SOLUTIONS LIMITED
VERACITY ASSET TRANSFORMATION SERVICE LIMITED
WATSON LAIRD LIMITED
Balance Sheet Unlock full report
Accounts Date 29-Oct-2024 31-Mar-2022 31-Mar-2021
Balance Sheet
Fixed Assets 0 0 0
Current Assets 245,058 245,058 160,655
Creditors Due Within One Year 156,890 156,890 119,853
Working Cap 88,168 88,168 40,802
Total Assets Less Current Liabilities 88,168 88,168 40,802
Long-term Liabilities 0 0 0
Net Assets 88,168 88,168 40,802
Share Capital & Reserves
Share Cap - - -
Profit & Loss Reserves - - -
Other Reserves - - -
Shareholders Funds 88,168 88,168 40,802
Common Size Financial Analysis Unlock full report
Accounts Date 29-Oct-2024 31-Mar-2022 31-Mar-2021
Tangible Fixed Assets - - -
Fixed Assets 0.0% 0.0% 0.0%
Stocks Inventory - - -
Debtors - - -
Cash Bank In Hand - - -
Current Assets 100.0% 100.0% 100.0%
Creditors Due Within One Year 64.0% 64.0% 74.6%
Net Current Assets Liabilities 36.0% 36.0% 25.4%
Creditors Due After One Year - - -
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability - - -
Called Up Share Capital - - -
Share Capital Allotted Called Up Paid - - -
Profit Loss Account Reserve - - -
Shareholder Funds 36.0% 36.0% 25.4%
Capital Employed - - -
Total Assets Less Current Liabilities 36.0% 36.0% 25.4%
Financial Ratio Analysis Unlock full report
Accounts Date 29-Oct-2024 31-Mar-2022 31-Mar-2021
Liquidity Ratio 1.6 1.6 1.3
Solvency Ratio 1.6 1.6 1.3
Reserves to Assets - - -
Secured Creditors Unlock full report
Mortgages Charges 0
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 29-Oct-2024 31-Mar-2022 31-Mar-2021
Assets 245,058 245,058 160,655
Debt 156,890 156,890 119,853
Net Assets/Debt 88,168 88,168 40,802

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. The balance sheet presents modest net assets. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. The balance sheet presents modest net assets. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.The company balance sheet displays a comfortable surplus of working capital. We would normally view this positively. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. The balance sheet presents modest net assets. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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Document Filings
Current accounting period extended from 29 October 2025 to 29 April 2026
Confirmation statement made on 11 October 2025 with updates
Change of details for True Wealth Planning Solutions Limited as a person with significant control on 1 July 2025
Registered office address changed from Stonyroyd House 8 Cumberland Road Leeds LS6 2EF England to The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL on 1 July 2025
Previous accounting period shortened from 31 March 2025 to 29 October 2024
Director's details changed for Ms Susan Marie Puddephatt on 12 December 2024
Appointment of Ms Susan Marie Puddephatt as a director on 30 October 2024
Register(s) moved to registered inspection location Woodwater House Pynes Hill Exeter EX2 5WR
Termination of appointment of Gavin Johnson as a director on 30 October 2024
Termination of appointment of John Baxter as a director on 30 October 2024
Termination of appointment of Timothy Peter Crew as a director on 30 October 2024
Appointment of Mr Stephen David Willis as a director on 30 October 2024
Appointment of Michelmores Secretaries Limited as a secretary on 30 October 2024
Register inspection address has been changed to Woodwater House Pynes Hill Exeter EX2 5WR
Confirmation statement made on 11 October 2024 with no updates
Memorandum and Articles of Association
Resolutions
Confirmation statement made on 11 October 2023 with updates
Cancellation of shares. Statement of capital on 10 March 2023
Purchase of own shares.
Confirmation statement made on 11 October 2022 with no updates
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