FIVEWAYS FINANCIAL PLANNING LIMITED
Company number 07879034 · Monitor this company
Executive summary
Fiveways Financial Planning Limited is a profitable, cash-generative IFA firm with an exemplary balance sheet — net assets of £931k, no long-term debt, and cash of £506k covering total liabilities 2.8 times over. The company has demonstrated consistent growth since 2017, with the only notable decline (FY2024) attributable to a shareholder dividend rather than trading deterioration. Credit risk is low, supported by strong liquidity, minimal leverage, and a well-established trading history. The principal considerations are the intangible-heavy asset base and key person dependency inherent to owner-managed advisory firms.
Shareholders' funds
£931,038
Balance sheet as at 2025-03-31
What it does
The principal activity of the company in the year under review was that of independent financial advisors.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2011-12-12
- Employees
- 21 (2026 accounts · was 18 in 2025)
- Registered office
- 2nd Floor, South One Castle Park, Tower Hill, Bristol, England, BS2 0JA
- Postcode
- BS2 0JA
- Capital
- 11 GBP
- Accounts category
- Total Exemption Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2026-03-31
- Next due by
- 2027-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2025-12-12
- Next due by
- 2026-12-26
Nature of business (SIC)
- 66110 Administration of financial markets
Officers 2 current · 4 resigned
Group structure 3 subsidiaries
-
DAWN RICHARDS ASSOCIATES LTD Dissolved
From persons-with-significant-control filings on the public register.
Contact details
- Website
- fiveways.co.uk
Previous registered addresses 1
| Address | Changed on |
|---|---|
| 8 UNITY STREET, COLLEGE GREEN, BRISTOL, AVON, BS1 5HH | 2017-10-12 |
Among its peers
Top 25%
by shareholders' funds, of 15 similar companies in BS
The largest employer among its local peers (21 staff).
Among the oldest 25% of its local peers, trading since 2011.
Competitors Bristol
This company ranks 2 among administration of financial markets in Bristol.
The class of 2011
21%
of the 450,455 companies incorporated in 2011 are still active today; 77% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 1 title
- Leasehold
- 1
- Most recent registration
- 2018-03-26
- Where
- North Somerset
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| ST343250 | North Somerset | Leasehold | 2018-03-26 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
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.