OLD MILL FINANCIAL PLANNING LIMITED

Company number 13565826 ·

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Shareholders' funds

£7,610,864

Balance sheet as at 2025-10-30

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What it does

The principal activity of the company in the period under review was that of financial advisers.

The company's own description, from its latest filed accounts.

Overview

Company type
Private Limited Company
Incorporated
2021-08-13
Employees
62 (2025 accounts · was 67 in 2024)
Registered office
Maltravers House, Petters Way, Yeovil, United Kingdom, BA20 1SH
Postcode
BA20 1SH
Capital
5 GBP
Accounts category
Full
Charges
0 outstanding

Accounts

Last made up to
2025-10-30
Next due by
2026-12-31
Financial year end
31 March

Confirmation statement

Last statement dated
2026-08-12
Next due by
2027-08-26
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified
  • 66190 Activities auxiliary to financial intermediation not elsewhere classified

Officers 5 current · 3 resigned

Appointed 2025-01-01
Matthew CLARK Director
Appointed 2025-01-01
Jamie Louise RUDGE Secretary
Appointed 2022-10-11
Appointed 2022-04-01
Appointed 2021-08-13

View all officers and resignations →

Group structure

Controlled by OLD MILL TOPCO LIMITED — since 2021-10-25

From persons-with-significant-control filings on the public register.

Previous company names

NameDate changed
OLD MILL FINANCIAL PLANNING 2021 LIMITED2022-10-10

Among its peers

Top 1%

by shareholders' funds, of 113 similar companies in BA

2nd largest employer among its local peers (62 staff).

Trading since 2021.

No.1 of the largest financial intermediation not elsewhere classified companies in Bath →

204 companies are registered at this postcode →

Competitors Bath

This company ranks 1 among financial intermediation not elsewhere classified in Bath.

Full league table →

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.