Wallace Financial Planning Limited
Registered name: WALLACE FINANCIAL PLANNING LIMITED
Part of Gilson Gray LLP groupWallace Financial Planning Limited does not publish its revenue or profit. Its accounts to 31 Aug 2025 show net assets of £373k.
Wallace 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 Aug 2025 showed net assets of £373k and 0 employees. The company is classified under “activities of financial services holding companies” and is based in Edinburgh; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Edinburgh, Scotland
- Age
- 12 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. From the filing: “Gilson Gray Financial Limited”
Key figures
Revenue not disclosed
Wallace Financial Planning Limited’s accounts for the year to 31 Aug 2025 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
- 0
- Net assets
- £373k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Aug 2022 | 31 Aug 2023 | 31 Aug 2024 | 31 Aug 2025 |
|---|---|---|---|---|
| Disclosure | No P&L | Profit only | Profit only | No P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | — | — |
| Profit after tax | — | −£5.8k | −£3.2k | — |
| Profit (best available) | — | −£5.8k | −£3.2k | — |
| Employees (average) | 3 | 0 | 0 | 0 |
| Ratios | ||||
| Profit margin | — | — | — | — |
| Growth (year on year) | ||||
| Headcount growth | — | ▼100% | — | — |
| Balance sheet — indirect signals, not revenue | ||||
| Net assets | £382k | £376k | £373k | £373k |
| Fixed assets | £116k | £0 | — | — |
| Current assets | £353k | £393k | £390k | £390k |
| Source | Accounts · bulk data Oct 2024 | Accounts · bulk data Oct 2024 | FullAccounts · bulk data Jun 2025 | FullAccounts · bulk data Jan 2026 |
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
- ▼0%
- Now £373k
- Cash at bank
- —
- Now —
- Headcount
- —
- Now 0
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now —
Group structure
Ownership chain
- Gilson Gray LLPultimate parent50–75%
- Gilson Gray Financial Limited75–100%
- Wallace Financial Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (2)
- R.S. Robertson & Co. (Pensions) & Investments) LtdRev. — · Profit £203k
- Sarah Hughes Wealth Management Ltd.Figures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Aug 2025, from the Companies House accounts bulk data published Jan 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.