opendata.bot
Company number
12293559

WE ARE FINANCIAL PLANNERS LIMITED

Officer · FORBES, Kevin Barrie and 2 others
Active
Filing history Order extract (PDF) Monitor
✓ Active company on the official register. Next accounts due 31 August 2027.

Company details

South West, England Contains OS data © Crown copyright and database right. Contains Royal Mail data © Royal Mail copyright and database right. Source: Office for National Statistics licensed under the Open Government Licence v.3.0.
Registered name
WE ARE FINANCIAL PLANNERS LIMITED
Company number
12293559
Registered office
9 AXIUM CENTRE DORCHESTER ROAD, LYTCHETT MINSTER, POOLE, DORSET, BH16 6FE, UNITED KINGDOM · 80 other companies at this postcode
Company type
Private Limited Company
Incorporated on
1 November 2019
Status
Active
Age
6 years
Nature of business (SIC)
64999 — Financial intermediation not elsewhere classified
Accounts — next due
31 Aug 2027
Accounts — last made up to
30 Nov 2025
Confirmation statement — next due
14 Nov 2026
Confirmation statement — last
31 Oct 2025

What the register says

Facts from the register, with the dates they are filed under. Not a score: what they mean is for you to judge, and every line can be checked against Companies House itself.

Companies House register snapshot, read 02/09/2026.

Officers

3 active

FORBES, Kevin Barrie
director
Appointed 01/11/2019
Active
HICKSON, Jonathan
director
Appointed 01/11/2019
Active
ROBERTS, Paul
director
Appointed 01/11/2019
Active

People with significant control

Beneficial owners holding over 25% of shares, voting rights or the right to appoint directors

Mr Jonathan Hickson
owns 25–50% of shares · holds 25–50% of voting rights
Notified 01/11/2019
Mr Kevin Barrie Forbes
owns 25–50% of shares · holds 25–50% of voting rights
Notified 01/11/2019
Mr Paul Roberts
owns 25–50% of shares · holds 25–50% of voting rights
Notified 01/11/2019

Corporate structure

Who controls this company, and who they control in turn

3 controllers Drag to move · scroll to zoom · double-click to expand
Company Person Current control Ended

Connections

Mr Jonathan Hickson
born 10/1990 · United Kingdom owns 25–50% of shares · holds 25–50% of votes Notified 01/11/2019 Controls 2 companies
Mr Kevin Barrie Forbes
born 09/1968 · United Kingdom owns 25–50% of shares · holds 25–50% of votes Notified 01/11/2019 Controls 5 companies
Mr Paul Roberts
born 01/1983 · United Kingdom owns 25–50% of shares · holds 25–50% of votes Notified 01/11/2019 Controls 2 companies

Serving officers

FORBES, Kevin Barrie
director Appointed 01/11/2019
HICKSON, Jonathan
director Appointed 01/11/2019
ROBERTS, Paul
director Appointed 01/11/2019

Change history

Reconstructed from the dated records Companies House publishes

DateChangeWasNow
01/11/2019 Person with significant control added — Mr Paul Roberts
01/11/2019 Person with significant control added — Mr Kevin Barrie Forbes
01/11/2019 Person with significant control added — Mr Jonathan Hickson
01/11/2019 Director appointed — ROBERTS, Paul
01/11/2019 Director appointed — HICKSON, Jonathan
01/11/2019 Director appointed — FORBES, Kevin Barrie

Financial highlights

Parsed from the filed statutory accounts (£ thousands, except employees)

Source: Companies House bulk data filed accounts (iXBRL)
Metric FY2025FY2024
Net assets 0 0

Documents for WE ARE FINANCIAL PLANNERS LIMITED

Need this one company on file? Buy the document on its own — no plan required.

Company extract£1.99

The full registration record as held today — name, number, status, registered office, company type, previous names, officers, PSC and SIC codes, timestamped for your file.

PDF Order
Financial statements£3.99

Every figure the company’s own accounts state, across each filed period, with year-on-year movement. Most UK companies file small or micro-entity accounts — a balance sheet and a headcount, no turnover or profit.

PDF + CSV Order
Ownership report£3.99

Who controls the company: persons with significant control, the nature of that control, the ownership graph and every other company those controllers hold.

PDF Order

Filing history

Most recent filings

AA — accounts-with-accounts-type-dormant
accounts
PSC04 — change-to-a-person-with-significant-control
persons-with-significant-control
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-dormant
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-dormant
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-dormant
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-dormant
accounts
CH01 — change-person-director-company-with-change-date
officers
CH01 — change-person-director-company-with-change-date
officers
CH01 — change-person-director-company-with-change-date
officers
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-dormant
accounts
CS01 — confirmation-statement-with-updates
confirmation-statement
NEWINC — incorporation-company
incorporation

Data protection register

No entry found on the ICO register of fee payers under this name.

Not every organisation has to register — some are exempt. An absent entry is a question to ask, not a finding.

Get this company via API

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GET /v1/company/gb/12293559
X-Api-Key: $OPENDATA_KEY
Read the API docs

Frequently asked questions

What is the company number of WE ARE FINANCIAL PLANNERS LIMITED?▾
According to the official registry, the company number of WE ARE FINANCIAL PLANNERS LIMITED is 12293559.
Where is WE ARE FINANCIAL PLANNERS LIMITED registered?▾
The registered office is 9 AXIUM CENTRE DORCHESTER ROAD, LYTCHETT MINSTER, POOLE, DORSET, BH16 6FE, UNITED KINGDOM.
Who runs WE ARE FINANCIAL PLANNERS LIMITED?▾
FORBES, Kevin Barrie is listed among the officers of WE ARE FINANCIAL PLANNERS LIMITED.
What is the SIC code of WE ARE FINANCIAL PLANNERS LIMITED?▾
The nature of business is recorded under SIC code 64999 — Financial intermediation not elsewhere classified.
Who controls WE ARE FINANCIAL PLANNERS LIMITED?▾
Mr Jonathan Hickson is recorded as a person with significant control, and owns 25–50% of shares, holds 25–50% of voting rights.
When are the next accounts of WE ARE FINANCIAL PLANNERS LIMITED due?▾
The next annual accounts are due by 31 August 2027, and the last accounts were made up to 30 November 2025.

About WE ARE FINANCIAL PLANNERS LIMITED (12293559)

WE ARE FINANCIAL PLANNERS LIMITED is a private limited company incorporated on 1 November 2019 and registered in the United Kingdom under company number 12293559. Its registered office is at 9 AXIUM CENTRE DORCHESTER ROAD, LYTCHETT MINSTER, POOLE, DORSET, BH16 6FE, UNITED KINGDOM. The recorded nature of business is financial intermediation not elsewhere classified (SIC 64999). The company is currently active , with statutory accounts last made up to 30 November 2025. 3 active officers are on record , and the person with significant control is Mr Jonathan Hickson. This profile is provided by opendata.bot by Noetikos, aggregating official data from Companies House bulk data , last refreshed 12 September 2026.

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