Register entry · No. 08456186
JOSEPH F STEVENS FINANCIAL PLANNING LIMITED
Checks
No warning signs 10 clear · 4 can't tell yet
What was checked
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Can't tell
Insolvency
The filing history can't be read just now.
Filing history -
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Strike-off notices
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Filing history (The Gazette notices) · What this means -
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Year-end changes
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Filing history (form AA01) -
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Office moves
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Filing history (form AD01) -
Clear
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 4 Apr 2027.
Companies House register -
Clear
Disqualified directors
None of the 2 current officers checked are disqualified.
Companies House disqualified directors register · See it -
Clear
Directors
1 current director.
Officers on the register · See it -
Clear
Owners
1 owner on file.
People with significant control · See it -
Clear
Last filed accounts
Net assets £267,021.
Accounts to 31 Mar 2025 · See it -
Clear
Charges
None registered.
Companies House register -
Clear
Trading history
Incorporated 21 Mar 2013 (13 years ago).
Companies House register -
Clear
Name changes
Never renamed.
Names over time
From the public register, filing history, officers, owners and filed accounts, as of 7 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON
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Registered office
4 HESKIN HALL BARN, OFF HESKIN LANE, ORMSKIRK, WEST LANCASHIRE, ENGLAND, L39 1LT
As filed with Companies House. -
Nature of business
- 66220 Activities of insurance agents and brokers
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Accounts
- Next due
- 31 Dec 2026
- Last made up to
- 31 Mar 2025
- Type
- TOTAL EXEMPTION FULL
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Confirmation statement
- Next due
- 4 Apr 2027
- Last made up to
- 21 Mar 2026
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Charges
- Outstanding
- 0
- All time
- 0
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Names
- JOSEPH F STEVENS FINANCIAL PLANNING LIMITED current
Figures
| Year end | Turnover | Profit | Cash | Net assets | Staff |
|---|---|---|---|---|---|
| 31 Mar 2025 | not published | not published | £92,058 | £267,021 | 2 |
| 31 Mar 2024 | not published | not published | £54,395 | £215,244 | 4 |
| 31 Mar 2023 | not published | not published | £82,858 | £188,468 | 4 |
| 31 Mar 2022 | not published | not published | £93,483 | £155,556 | 4 |
| 31 Mar 2021 | not published | not published | £98,936 | £157,583 | 4 |
| 31 Mar 2020 | not published | not published | £82,538 | £141,389 | 4 |
* 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 3, with past →
| Name | Role | Appointed | Resigned | Born | Nationality · lives in |
|---|---|---|---|---|---|
| Joseph Frederick Stevens Independent Financial Advisor | Director | 21 Mar 2013 | — | January 1962 | British · England |
| Jane Helen Stevens | Secretary | 21 Mar 2013 | — | — |
Owners and controllers All 1, with past →
| Name | Control | Notified | Ceased | Born | Nationality · lives in |
|---|---|---|---|---|---|
| Mr Joseph Frederick Stevens | Significant influence or control | 21 Apr 2016 | — | January 1962 | British · England |
From the public register. We show month and year of birth only, and no addresses. Privacy and your data
Ask about this company
Questions
Is JOSEPH F STEVENS FINANCIAL PLANNING LIMITED still trading?
The register shows JOSEPH F STEVENS FINANCIAL PLANNING LIMITED as active.
What does JOSEPH F STEVENS FINANCIAL PLANNING LIMITED do?
It files the industry code 66220 (Activities of insurance agents and brokers).
When was JOSEPH F STEVENS FINANCIAL PLANNING LIMITED set up?
It was incorporated on 21 March 2013.
When are JOSEPH F STEVENS FINANCIAL PLANNING LIMITED's accounts due?
Next accounts are due by 31 December 2026. The last accounts were made up to 31 March 2025.
When is JOSEPH F STEVENS FINANCIAL PLANNING LIMITED's next confirmation statement due?
By 4 April 2027.
Who runs JOSEPH F STEVENS FINANCIAL PLANNING LIMITED?
JOSEPH F STEVENS FINANCIAL PLANNING LIMITED has 1 current director and 1 other current officer. They're listed under People on this page.
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The file
3 of 3 free downloads left today · Last 5 years' accounts as one zip (1 credit a PDF)
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Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House