Ltd Facts The UK company register, as filed

Register entry · No. 07678565

MORRIS FINANCIAL PLANNING LIMITED

Active Private Limited Company Incorporated 22 Jun 2011

Checks

1 to look at 9 clear · 4 can't tell yet

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    Charges

    2 outstanding: a lender holds security over its assets and is paid first if it fails.

    Companies House register
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    Insolvency

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    Filing history (form AA01)
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    Office moves

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    Filing history (form AD01)
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    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Dec 2026.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 6 Jul 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 3 current officers checked are disqualified.

    Companies House disqualified directors register · See it
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    Directors

    3 current directors; 2 left in the last 12 months.

    Officers on the register · See it
  • Clear
    Owners

    1 owner on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £221,431.

    Accounts to 30 Nov 2025 · See it
  • Clear
    Trading history

    Incorporated 22 Jun 2011 (15 years ago).

    Companies House register
  • Clear
    Name changes

    1 earlier name, none in the last year.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 9 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    HARLOW COURT CARDALE PARK, OTLEY ROAD, HARROGATE, ENGLAND, HG3 1PU

    As filed with Companies House.

  2. Nature of business

    • 66290 Other activities auxiliary to insurance and pension funding

  3. Accounts

    Next due
    31 Dec 2026
    Last made up to
    30 Nov 2025
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    6 Jul 2027
    Last made up to
    22 Jun 2026

  5. Charges

    Outstanding
    2
    All time
    2

  6. Names

    1. MORRIS FINANCIAL PLANNING LIMITED current
    2. EDGAR WEALTH MANAGEMENT LIMITED earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
30 Nov 2025 not published not published — £221,431 5
30 Nov 2024 not published not published — £209,046 6
30 Nov 2023 not published not published — £203,658 6
30 Nov 2022 not published not published — £216,814 6
30 Nov 2021 not published not published — £160,241 6
30 Nov 2020 not published not published — £87,018 6

* From the following year's accounts (prior-year figures).

Public contracts

No contracts found on Find a Tender under this company number.

Matching is by Companies House number only, so contracts filed without the number are not shown.

Contains public sector information licensed under the Open Government Licence v3.0. Source: Find a Tender award notices. JSON

People

Officers All 5, with past →

NameRoleAppointedResignedBornNationality · lives in
Robert Nicholas Jason Schofield Director 2 Apr 2026 — September 1962 British · England
James William Schofield Director 2 Apr 2026 — August 1990 British · England
Liam John Healy Director 2 Apr 2026 — July 1988 British · England

Owners and controllers All 3, with past →

NameControlNotifiedCeasedBornNationality · lives in
Schofield Money Group Limited company · 07445631 · England Ownership of shares 75 to 100 percent; Voting rights 75 to 100 percent; Right to appoint and remove directors 2 Apr 2026 — —

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is MORRIS FINANCIAL PLANNING LIMITED still trading?

The register shows MORRIS FINANCIAL PLANNING LIMITED as active.

What does MORRIS FINANCIAL PLANNING LIMITED do?

It files the industry code 66290 (Other activities auxiliary to insurance and pension funding).

When was MORRIS FINANCIAL PLANNING LIMITED set up?

It was incorporated on 22 June 2011.

When are MORRIS FINANCIAL PLANNING LIMITED's accounts due?

Next accounts are due by 31 December 2026. The last accounts were made up to 30 November 2025.

When is MORRIS FINANCIAL PLANNING LIMITED's next confirmation statement due?

By 6 July 2027.

Who runs MORRIS FINANCIAL PLANNING LIMITED?

MORRIS FINANCIAL PLANNING LIMITED has 3 current directors. They're listed under People on this page.

Similar companies

Same industry code (66290), active, set up around the same time. More in this industry →

  1. SC413426 FUTURITY FINANCIAL SERVICES LTD Active Private Limited Company Inc. 19 Dec 2011 66290 · Other activities auxiliary to insurance and pension funding
  2. 07884075 BARK CONSULTING LTD Active Private Limited Company Inc. 15 Dec 2011 66290 · Other activities auxiliary to insurance and pension funding
  3. 07884082 L R FINANCE (NORTH WEST) LIMITED Active Private Limited Company Inc. 15 Dec 2011 66290 · Other activities auxiliary to insurance and pension funding
  4. 07878980 KLAPTON MANAGEMENT LIMITED Active Private Limited Company Inc. 12 Dec 2011 66290 · Other activities auxiliary to insurance and pension funding
  5. 07874995 CANDID FINANCIAL PLANNING LIMITED Active Private Limited Company Inc. 8 Dec 2011 66290 · Other activities auxiliary to insurance and pension funding

The file

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Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House