Ltd Facts The UK company register, as filed

Register entry · No. 09747110

APEX INDEPENDENT FINANCIAL PLANNING LTD

Active Private Limited Company Incorporated 25 Aug 2015

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    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 May 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 7 Sep 2027.

    Companies House register
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    Owners

    1 owner on file.

    People with significant control · See it
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    Last filed accounts

    Net assets £14,191.

    Accounts to 31 Aug 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 25 Aug 2015 (11 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 1 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    ELM LODGE 14 ELBOW LANE, FORMBY, LIVERPOOL, ENGLAND, L37 4AF

    As filed with Companies House.

  2. Nature of business

    • 66300 Fund management activities

  3. Accounts

    Next due
    31 May 2027
    Last made up to
    31 Aug 2025
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    7 Sep 2027
    Last made up to
    24 Aug 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. APEX INDEPENDENT FINANCIAL PLANNING LTD current
    2. APEX FINANCIAL SERVICES LIMITED earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Aug 2025 not published not published — £14,191 3
31 Aug 2024 not published not published — £13,674 3
31 Aug 2023 not published not published — £342 2
31 Aug 2022 not published not published — £70 2
31 Aug 2021 not published not published — £71 2
31 Aug 2020 * not published not published — £40 1

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

People

Officers

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Named in the filed accounts meanwhile (not the register; no dates or whether still in office):

  • P Neave · Director, named in the accounts to 31 Aug 2025

Owners and controllers All 1, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Paul Jason Neave Ownership of shares 75 to 100 percent; Voting rights 75 to 100 percent; Right to appoint and remove directors; Significant influence or control as firm 1 Aug 2016 — August 1974 British · England

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 APEX INDEPENDENT FINANCIAL PLANNING LTD still trading?

The register shows APEX INDEPENDENT FINANCIAL PLANNING LTD as active.

What does APEX INDEPENDENT FINANCIAL PLANNING LTD do?

It files the industry code 66300 (Fund management activities).

When was APEX INDEPENDENT FINANCIAL PLANNING LTD set up?

It was incorporated on 25 August 2015.

When are APEX INDEPENDENT FINANCIAL PLANNING LTD's accounts due?

Next accounts are due by 31 May 2027. The last accounts were made up to 31 August 2025.

When is APEX INDEPENDENT FINANCIAL PLANNING LTD's next confirmation statement due?

By 7 September 2027.

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The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House