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Company No. 08474750 · Incorporated 5 Apr 2013

Purely Financial Planning Limited

Registered name: PURELY FINANCIAL PLANNING LIMITED

Part of Mottram Topco Limited group

Purely Financial Planning Limited does not publish its revenue or profit. Its accounts to 31 Mar 2026 show net assets of £65.2k and 6 employees.

Purely Financial Planning Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 Mar 2026 showed net assets of £65.2k and 6 employees. The company is classified under “activities auxiliary to financial intermediation” and is based in Walton-on-Thames; we hold 4 years of its filed accounts.

Balance sheet onlySection K · Financial and insurance activitiesSIC 66190Activities auxiliary to financial intermediation n.e.c.
Status
Active
Location
Walton-on-Thames, London
Age
13 yrs · since 2013
Type
Private Limited Company

Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.

Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.

Latest accounts · year to 31 Mar 2026

Key figures

Small team

Revenue not disclosed

Purely Financial Planning Limited’s accounts for the year to 31 Mar 2026 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.

We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.

Employees
6
Net assets
£65.2k

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

4 filed years

Financial history

Multi-year financials, oldest to newest
Year to31 Mar 202331 Mar 202431 Mar 202531 Mar 2026
DisclosureNo P&LNo P&LNo P&LNo P&L
Profit & loss
Revenue (turnover)————
Profit (best available)————
Employees (average)6766
Ratios
Profit margin————
Growth (year on year)
Headcount growth—▲16.7%▼14.3%0%
Balance sheet — indirect signals, not revenue
Net assets£114k£104k£133k£65.2k
Fixed assets£281£63.1k£91.3k£12.8k
Current assets£298k£235k£271k£196k
Deferred income£2.9k£3.2k£2.4k£3.9k
SourceFilletedAccounts · bulk data Sep 2024FilletedAccounts · bulk data Sep 2024FilletedAccounts · bulk data Sep 2025FilletedAccounts · bulk data Jul 2026
Indirect — not revenue

Balance-sheet signals

Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.

Net assets
▼51%
Now £65.2k
Cash at bank
—
Now —
Headcount
0%
Now 6
Deferred income
▲62%
Now £3.9k
Fixed assets
▼86%
Now £12.8k

Deferred income is reported together with accruals in this filing (“accruals and deferred income”), so it is an approximate signal only.

Corporate ownership

Group structure

Ownership chain

  1. Mottram Topco Limitedultimate parent75–100%
  2. Mottram Midco Limited75–100%
  3. Pivotal Growth Limited75–100%
  4. Purely Financial Planning Limitedthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (29)

From the Persons with Significant Control register (corporate controllers only).

Sources

Companies House profile Filing history & original accounts

Latest figures from FilletedAccounts for the year to 31 Mar 2026, from the Companies House accounts bulk data published Jul 2026. Spotted an error? Request a correction.

Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.