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INTELLIGENT FINANCE PLANNING LIMITED

134 Sandon Road, Bearwood, Birmingham, West Midlands, England, B66 4AB

ActiveltdINC 2001SIC 64999

Company Information

Registered Address134 Sandon Road, Bearwood, Birmingham, West Midlands, England, B66 4AB

Incorporated18 July 2001

Company Typeltd

Country of OriginUnited Kingdom

SIC Codes

64999 — Financial intermediation not elsewhere classified
65110 — Life insurance
65120 — Non-life insurance

Accounts & Filings

Accounts Next Due30 September 2026

Accounts Last Filed30 September 2024

Accounts Type30

Confirmation Next Due20 July 2027

Confirmation Last Filed6 July 2026

Financial history

Financial figures for INTELLIGENT FINANCE PLANNING LIMITED by accounting year, in pounds (employees as headcount).
Metric	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Net assets	£10,417	£8,637	£7,722	£41,099	£25,047	£13,091	£11,620	£11,329	£15,991	£3,000	£2,175
Cash	—	—	—	—	—	—	—	—	£22,942	£3,847	£2,002
Current assets	£49,097	£41,718	£42,318	£111,239	£80,153	£38,670	£38,981	£30,698	£27,142	£12,227	£24,202
Fixed assets	£8,767	£9,031	£10,034	£11,149	£9,561	£8,968	£10,579	£11,754	£13,060	£7,526	£7,618
Creditors	£84,985	£60,221	£32,402	£43,405	£34,006	£31,292	£32,967	£24,290	£24,211	£13,927	£24,922
Employees	4	6	6	5	5	4	3	—	—	—	—

Extracted from filed iXBRL accounts. Paper-filed years have no structured data and appear as gaps. Figures in £ (employees as headcount).

Officers Example

Officer	Role	Appointed	ID check
Ms Sarah Whitfield	Director	2015-03-11	Verified
Mr David Okoro	Director	2018-09-02	Verified
Mrs Helen Marsh	Director	2021-06-30	Verify due
Mr James Fitzgerald	Secretary	2012-01-18	-

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Persons with significant control Example

Person	Nature of control	Notified	ID check
Ms Sarah Whitfield	Ownership of shares 75%+	2016-04-06	Verified
Marsh Holdings Limited	Ownership of shares 25-50%	2021-06-30	Corporate

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Identity verification (ECCTA) Example

Companies House identity verification status for each director and PSC under ECCTA 2023.

Person	Role	Status
Ms Sarah Whitfield	Director	Verified
Mr David Okoro	Director	Verified
Mrs Helen Marsh	Director	Verify due

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Charges & mortgages Example

Code	Status	Created	Description
000000000002	Outstanding	2022-11-04	A registered charge
000000000001	Fully satisfied	2016-02-19	A registered charge

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Filing history Example

Date	Type	Description
2026-05-01	CS01	Confirmation statement made on 2026-05-01
2025-09-27	AA	Accounts for a small company made up to 2025-05-31
2025-06-30	AP01	Appointment of a director
2025-01-14	PSC02	Notification of a person with significant control

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Previous Names

MORTGAGE LINK (MIDLANDS) LIMITED 18 July 2001 to 13 February 2009

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