EQUITAS FINANCIAL LIMITED
Company number 06329410 · Monitor this company
Executive summary
Equitas Financial Limited is a sub-scale, family-owned financial advisory firm operating in the pension funding and insurance intermediation niche, with heritage in inheritance tax planning. While the 2025 financial year shows meaningful balance sheet improvement — net assets nearly quadrupled to £13,567 and total liabilities fell by 62.7% — the business remains materially below typical industry benchmarks for scale, liquidity, and balance sheet stability. The extreme net asset volatility over nine years (ranging from £429 to £45,312) and a current ratio well below sector norms raise questions about sustainable profitability. The firm's niche positioning in IHT and pension advice addresses a growing market, but its two-person structure leaves it vulnerable to rising regulatory costs and sector consolidation pressures that are reshaping the UK advisory landscape.
Shareholders' funds
£13,467
Balance sheet as at 2025-09-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 2007-07-31
- Employees
- 2 (2025 accounts)
- Registered office
- C/O Synergy Chartered Accountants Unit 6 Block 2 Barrack Court, 4a William Prance Road, Plymouth, England, PL6 5ZD
- Postcode
- PL6 5ZD
- Capital
- 100 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-09-30
- Next due by
- 2027-06-30
- Financial year end
- 30 September
Confirmation statement
- Last statement dated
- 2026-07-31
- Next due by
- 2027-08-14
Nature of business (SIC)
- 65300 Pension funding
- 66220 Activities of insurance agents and brokers
- 66290 Other activities auxiliary to insurance and pension funding
Officers 2 current · 4 resigned
Contact details
- Website
- equitasfinancial.net
- Phone
- 01752221188
Previous company names
| Name | Date changed |
|---|---|
| INHERITANCE TAX ADVICE BUREAU LIMITED | 2009-07-24 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| 19 PHOENIX STREET, PLYMOUTH, DEVON, PL1 3DN, ENGLAND | 2013-02-15 |
| 63 TRELAWNY ROAD, PLYMPTON, PLYMOUTH, DEVON, PL7 4LJ | 2010-05-27 |
The class of 2007
28%
of the 228,173 companies incorporated in 2007 are still active today; 69% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.