Verified AccountantsUK firms, verified against the public record
Plan A Financials Limited website icon

Plan A Financials Limited

Accountant in Station Rd, Upminster RM14

Trust Score65/100Good

Companies House: 09268620Ste 17, Station Rd, Upminster, RM14 2SJData updated 07 Jul 2026

In the local market

Plan A Financials Limited is one of 27 accountancy practices we verify in Upminster. It is one of only 7 ACCA-regulated firms among them, rather than under the default HMRC scheme.

Verified Accountants assessment

Plan A Financials Limited is a UK limited company based in Upminster, incorporated in 2014 and trading for 12 years.

Public records confirm it is up to date with its accounts (last filed 31 Mar 2025) and running a confirmed website. Its most recent filed accounts, for the year to 31 Mar 2025, report net assets of £101,339, down from £185,852 the year before. Its website shows it handles Self Assessment, Payroll, Bookkeeping, and Limited company accounts and works with Xero and Sage.

How we verify →

Verification record and Trust Score

65/100

Trust Score

Good
Public record
AML supervisedpending
Active company
Filing compliant
Trading 11 years
Professional qualification
  • ICAEW
  • ACCA
  • AAT
Contact
Website
Phone
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 09268620 (opens in new tab)incorporated 2014Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 Mar 2025 (opens in new tab)Companies House · checked 07 Jul
Sources: Companies House (opens in new tab)
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Good fit for

  • Works in Xero and Sage
  • Handles Self Assessment, Payroll, Bookkeeping and Limited company accounts

Specialisms and services

Certified
Xero Gold Partner - since 2011
Services
AccountantSelf AssessmentPayrollBookkeepingLimited company accountsContractor
Software
Sage

Message this firm

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People at Plan A Financials Limited

Directors and officers (1)

  • Mrs Devaki ShanbhagDirector · since 2024

Source: Companies House register (opens in new tab).

Related companies

Companies sharing an active director with Plan A Financials Limited on the Companies House register.

Shared directorships from the Companies House register. A shared director can mean a family or group structure; it does not by itself indicate anything adverse.

Financials (as filed)

Companies House filing history (opens in new tab) | 2022 to 2025
Net assets
£101k
as at 31 Mar 2025-£85k vs 2024
Current assets
£275k
as at 31 Mar 2025-£65k vs 2024
Cash at bank
£17k
as at 31 Mar 2025-£21k vs 2024
Average employees
8
as at 31 Mar 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
2025202420232022
CashDebtorsOtherNet assets
Full figures
As filed31 Mar 20258 Apr 202431 Mar 202331 Mar 2022
Average employees8888
Net assets£101,339£185,852£94,510£70,592
Cash at bank£17,212£38,461£26,918£25,832
Current assets£275,334£340,129£339,288£357,066
Fixed assets£1,892£1,892£1,855£21,880
Debtors£258,122£264,261£312,370£331,234
Creditors£175,887£122,818£213,300£259,021

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2014Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

What services does Plan A Financials Limited offer?

Based on its own website, Plan A Financials Limited offers Self Assessment, Payroll, Bookkeeping, Limited company accounts, and Contractor. Confirm current services and availability with the firm before engaging. Message this firm →

What accounting software does Plan A Financials Limited use?

Plan A Financials Limited is Xero (Gold partner), so it works with Xero. Certified partners are trained on the software and listed in the vendor's own advisor directory.

How long has Plan A Financials Limited been established?

Plan A Financials Limited was incorporated at Companies House in 2014, so it has been on the register for about 12 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Plan A Financials Limited file its accounts on time?

Yes. According to Companies House, Plan A Financials Limited's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Plan A Financials Limited?

We build this record only from public, authoritative sources - for this firm, Companies House, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Plan A Financials Limited scores 65/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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