CompanyCore
UK company intelligence
Company profile report
Prepared 20 June 2026
BALANCE: WEALTH PLANNING LIMITED
08552799 · ltd · incorporated 2013-06-03
1. Company facts
- Status
- active
- Lifecycle
- 🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.
- Jurisdiction
- england-wales
- Registered office
- The Point Loughborough Road, West Bridgford, Nottingham, NG2 7QW, England
- SIC codes
- 66190 — Other activities auxiliary to financial services, except insurance and pension funding
- Accounts next due
- 2027-03-31
- Confirmation statement next due
- 2026-06-17
2. Directors (3 active)
- ALDRIDGE, Rebecca Elizabeth
- director · appointed 2013-06-03 · born 7/1978 (age 48)
- KOTECHA, Krupesh Vipul
- director · appointed 2022-02-09 · born 7/1981 (age 45)
- TALKES-NICHOLLS, Carolyn Helen
- director · appointed 2022-01-06 · born 5/1973 (age 53)
3. Shareholders (1 active)
- Mrs Rebecca Elizabeth Aldridge
- 75-100% shares · 75-100% voting
Headline verdict
- Opportunity score
- 64/100 (Worth a look)
- Owner dependency
- moderate — 50/100
- Red flags
- 1 high · 0 medium · 0 low