Ltd Facts The UK company register, as filed

Register entry · No. SC450460

DALBEATH FINANCIAL PLANNING LTD

Active Private Limited Company Incorporated 21 May 2013

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    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 28 Feb 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 1 Jun 2027.

    Companies House register
  • Clear
    Owners

    2 owners on file.

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

    Net assets £680,995.

    Accounts to 31 May 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 21 May 2013 (13 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 31 Oct 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    HUDSON HOUSE, 8 ALBANY STREET, EDINBURGH, UNITED KINGDOM, EH1 3QB

    As filed with Companies House.

  2. Nature of business

    • 66290 Other activities auxiliary to insurance and pension funding

  3. Accounts

    Next due
    28 Feb 2027
    Last made up to
    31 May 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    1 Jun 2027
    Last made up to
    18 May 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. DALBEATH FINANCIAL PLANNING LTD current
    2. WENDY COCHRAN IFA LTD earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
31 May 2025 not published not published £119,898 £680,995 2
31 May 2024 not published not published £122,581 £657,066 2
31 May 2023 not published not published £223,183 £640,561 2
31 May 2022 not published not published £416,130 £604,597 2
31 May 2021 * not published not published £420,259 £492,482 2

* 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):

  • W A Cochran · Director, named in the accounts to 31 May 2025
  • M J Harris · Director, named in the accounts to 31 May 2025

Owners and controllers All 2, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Matthew John Harris Ownership of shares 25 to 50 percent 1 May 2017 — February 1974 British · England
Mrs Wendy Cochran Ownership of shares 25 to 50 percent 1 May 2017 — November 1971 Scottish · 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 DALBEATH FINANCIAL PLANNING LTD still trading?

The register shows DALBEATH FINANCIAL PLANNING LTD as active.

What does DALBEATH FINANCIAL PLANNING LTD do?

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

When was DALBEATH FINANCIAL PLANNING LTD set up?

It was incorporated on 21 May 2013.

When are DALBEATH FINANCIAL PLANNING LTD's accounts due?

Next accounts are due by 28 February 2027. The last accounts were made up to 31 May 2025.

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

By 1 June 2027.

Similar companies

Same industry code (64999), active, set up around the same time. More in this industry →

  1. 09046783 BRUNEL INDEPENDENT FINANCIAL PLANNERS LIMITED Active Private Limited Company Inc. 19 May 2014 64999 · Financial intermediation not elsewhere classified
  2. 09037179 MORE WEALTH PLANNING LTD Active Private Limited Company Inc. 13 May 2014 66290 · Other activities auxiliary to insurance and pension funding
  3. 09037711 STRATEGIC ENTERPRISE RISK ACTUARIES LIMITED Active Private Limited Company Inc. 13 May 2014 66290 · Other activities auxiliary to insurance and pension funding
  4. 09033799 TKJL SERVICES LIMITED Active Private Limited Company Inc. 12 May 2014 66290 · Other activities auxiliary to insurance and pension funding
  5. SC476833 AMICI ACTUARIAL CONSULTING LTD Active Private Limited Company Inc. 6 May 2014 66290 · Other activities auxiliary to insurance and pension funding

The file

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