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SIMPLE FINANCIAL PLANNING LTD Active

Foreign Insurance Companies Service Offices


Contact information


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Financial statements of SIMPLE FINANCIAL PLANNING LTD

According to SIMPLE FINANCIAL PLANNING LTD latest financial report submitted on 2026-08-31, the company has a Cash of £160,554.00, Total-Assets of £513,386.00 while the Working-Capital is £200,800.00. Compared with the previous year, the company reported a Cash increase of 88.97%, which is an equivalent of -142841. At the same time, the Total-Assets went up by 92.29%, or by -473820.


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

    £ 200800

Total Liabilities

SIMPLE FINANCIAL PLANNING LTD Business Credit Report

A Business Credit Report for SIMPLE FINANCIAL PLANNING LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for SIMPLE FINANCIAL PLANNING LTD, 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

SIMPLE FINANCIAL PLANNING LTD

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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

SIMPLE FINANCIAL PLANNING LTD Directors and key executives

SIMPLE FINANCIAL PLANNING LTD currently employs 47 people. Compared with the previous year, the company has reported a staff increase of 42%, which is an equivalent of 14 employees.
In order to view contact information, including emails and phone numbers for all the employees working at SIMPLE FINANCIAL PLANNING LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

47

142%

1y growth

206%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Bobby Welsh Chartered ALIBF AdvDipFA PETR CeMAP CeRER Principal Director And Chartered Financial Planner
***********@simplefp.co.uk
- GB
Bobby Cerer Principal Director And Certified Financial Planner
-
- GB
David White Insurance Advisor
-
- GB
Paul Tomany Mortgage And Protection Consultant
-
- GB
Will Mulholland Paraplanner
-
- GB

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SIMPLE FINANCIAL PLANNING LTD Ownership and Group Structure

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SIMPLE FINANCIAL PLANNING LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 1 people with significant control at SIMPLE FINANCIAL PLANNING LTD. One of of major shareholders of SIMPLE FINANCIAL PLANNING LTD is ROBERT WELSH, which owns 100 ORDINARY shares, with a total value of 100 GBP.


Name Quantity Share Type Value
ROBERT WELSH
100 ORDINARY 100 GBP

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SIMPLE FINANCIAL PLANNING LTD competitors:

Top 5 similar companies of SIMPLE FINANCIAL PLANNING LTD are VSA CAPITAL GROUP PLC, INSURE & GO INSURANCE SERVICES LIMITED, ARAG PLC, MERIDIAN RISK SOLUTIONS LIMITED, JB DRAX HONORE (UK) LIMITED. View and export all the competitor list of SIMPLE FINANCIAL PLANNING LTD by upgrading your account here.


VSA CAPITAL GROUP PLC


Revenue
2,420,153.0
Age
23 years
Employees
17
Industry
View Management Services
Website
View https://www.vs*************

INSURE & GO INSURANCE SERVICES LIMITED


Revenue
10,032,336.0
Age
26 years
Employees
112
Industry
View Foreign Insurance Companies Service Offices
Website
View https://insur***********

ARAG PLC


Revenue
23,242,084.0
Age
35 years
Employees
146
Industry
View Foreign Insurance Companies Service Offices
Website
View https://www.***********

MERIDIAN RISK SOLUTIONS LIMITED


Revenue
8,951,268.0
Age
25 years
Employees
66
Industry
View Financial Services
Website
View https://www.mer*************

JB DRAX HONORE (UK) LIMITED


Revenue
72,182,814.0
Age
14 years
Employees
100
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.*********

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SIMPLE FINANCIAL PLANNING LTD news & activities:


Employees

SIMPLE FINANCIAL PLANNING LTD number of employees has increased by 42% compared with previous year and now represents a total number of 47.

uk.globaldatabase.com

2026-08-31

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Frequently Asked Questions regarding SIMPLE FINANCIAL PLANNING LTD


Where is SIMPLE FINANCIAL PLANNING LTD registered office?

SIMPLE FINANCIAL PLANNING LTD is located at Red Tree Business Suites (suite 1.17) 33 Dalmarnock Road Bridgeton, United Kingdom.

How can I contact SIMPLE FINANCIAL PLANNING LTD?

You can call SIMPLE FINANCIAL PLANNING LTD at the following number +441413******

What is the website of SIMPLE FINANCIAL PLANNING LTD?

SIMPLE FINANCIAL PLANNING LTD website is https://www.simplefp.co.uk/

How many people work at SIMPLE FINANCIAL PLANNING LTD?

According to the latest account statement, there are currently 47 of employees working for SIMPLE FINANCIAL PLANNING LTD.

What is the Business Credit Score of SIMPLE FINANCIAL PLANNING LTD and how reliable is the company?

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

Does SIMPLE FINANCIAL PLANNING LTD pay their invoices on time?

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

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