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COLLECTIVE FINANCIAL PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of COLLECTIVE FINANCIAL PLANNING LIMITED

According to COLLECTIVE FINANCIAL PLANNING LIMITED latest financial report submitted on 2026-03-31, the company has a Cash of £2M, Total-Assets of £2M while the Working-Capital is £1M. Compared with the previous year, the company reported a Cash increase of 9.69%, which is an equivalent of -146193. At the same time, the Total-Assets went up by 13.64%, or by -210194.


Year:
2025 Not available
2024 Not available
2023 Not available
2022 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 1.4 million

Total Liabilities

COLLECTIVE FINANCIAL PLANNING LIMITED Business Credit Report

A Business Credit Report for COLLECTIVE FINANCIAL PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for COLLECTIVE FINANCIAL PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

COLLECTIVE FINANCIAL PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

COLLECTIVE FINANCIAL PLANNING LIMITED Directors and key executives

COLLECTIVE FINANCIAL PLANNING LIMITED currently employs 17 people. Compared with the previous year, the company has reported a staff increase of 13%, which is an equivalent of 2 employees.
In order to view contact information, including emails and phone numbers for all the employees working at COLLECTIVE FINANCIAL PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

17

113%

1y growth

167%

2y growth

Management Level


33

Middle

33

Operational

Employee Job Title Email Phone Country
Aaron Dennis Paraplanner
************@colfinancial.co.uk
+447791****** GB
Jacqueline Hamlyn Office Manager
*****************@colfinancial.co.uk
- GB
Lucy Campin Junior Paraplanner
***********@colfinancial.co.uk
- GB
David Goddard Financial Planning Consultant
*************@colfinancial.co.uk
- GB
Nikki Pipping Financial Advisor
*************@colfinancial.co.uk
- GB

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COLLECTIVE FINANCIAL PLANNING LIMITED Ownership and Group Structure

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COLLECTIVE FINANCIAL PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 4 people with significant control at COLLECTIVE FINANCIAL PLANNING LIMITED. One of of major shareholders of COLLECTIVE FINANCIAL PLANNING LIMITED is JANET SONPAL, which owns 45 ORDINARY shares, with a total value of 45 GBP and SUNDIP RAMESH SONPAL, which owns 45 ORDINARY shares, with a total value of 45 GBP and ARUN SONPAL, which owns 5 ORDINARY shares, with a total value of 5 GBP and ELLA SONPAL, which owns 5 ORDINARY shares, with a total value of 5 GBP.


Name Quantity Share Type Value
JANET SONPAL
45 ORDINARY 45 GBP
SUNDIP RAMESH SONPAL
45 ORDINARY 45 GBP
ARUN SONPAL
5 ORDINARY 5 GBP
ELLA SONPAL
5 ORDINARY 5 GBP

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COLLECTIVE FINANCIAL PLANNING LIMITED competitors:

Top 5 similar companies of COLLECTIVE FINANCIAL PLANNING LIMITED are ARGENTEX GROUP PLC, NORTHERN VENTURE TRUST PLC, JARVIS SECURITIES PLC, LMS CAPITAL PLC, THE MERCANTILE INVESTMENT TRUST PLC. View and export all the competitor list of COLLECTIVE FINANCIAL PLANNING LIMITED by upgrading your account here.


ARGENTEX GROUP PLC


Revenue
50,300,000.0
Age
7 years
Employees
199
Industry
View Financial Services
Website
View https://www.a************

NORTHERN VENTURE TRUST PLC


Revenue
-966,000.0
Age
31 years
Employees
1-10
Industry
View Finance & Insurance
Website
View https://www.nvm.co.uk/i**********************

JARVIS SECURITIES PLC


Revenue
17,850,462.0
Age
22 years
Employees
56
Industry
View Financial Services
Website
View http://www.jarviss****************

LMS CAPITAL PLC


Revenue
-3,941,000.0
Age
20 years
Employees
7
Industry
View Property Development
Website
View https://www.lm*************

THE MERCANTILE INVESTMENT TRUST PLC


Revenue
66,227,000.0
Age
142 years
Employees
39
Industry
View Financial Services
Website
View https://mercan*************

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COLLECTIVE FINANCIAL PLANNING LIMITED news & activities:


Employees

COLLECTIVE FINANCIAL PLANNING LIMITED number of employees has increased by 13% compared with previous year and now represents a total number of 17.

uk.globaldatabase.com

2026-03-31

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Frequently Asked Questions regarding COLLECTIVE FINANCIAL PLANNING LIMITED


Where is COLLECTIVE FINANCIAL PLANNING LIMITED registered office?

COLLECTIVE FINANCIAL PLANNING LIMITED is located at 6 Parkside Court Greenhough Road, United Kingdom.

How can I contact COLLECTIVE FINANCIAL PLANNING LIMITED?

You can call COLLECTIVE FINANCIAL PLANNING LIMITED at the following number +441908******

What is the website of COLLECTIVE FINANCIAL PLANNING LIMITED?

COLLECTIVE FINANCIAL PLANNING LIMITED website is http://www.colfinancial.co.uk/

How many people work at COLLECTIVE FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 17 of employees working for COLLECTIVE FINANCIAL PLANNING LIMITED.

What is the Business Credit Score of COLLECTIVE FINANCIAL PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of COLLECTIVE FINANCIAL PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does COLLECTIVE FINANCIAL PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for COLLECTIVE FINANCIAL PLANNING LIMITED, you will be able to gain more insights about the COLLECTIVE FINANCIAL PLANNING LIMITED payment trends.

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