Step-By-Step Financial Planners Limited

Active07220022Financial servicesIncorporated 12 Apr 2010 · Rugeley

The principal activity of the company in the year under review was that of provision of other professional services including financial advisory services.

Revenue

£326k

▼ -11.1% vs prior ~12m period

Profit after tax

-£9k

Margin -2.7%

Employees

5

– 0.0% vs prior ~12m period

Net assets

£98k

Total assets £117k

Financial history

Revenue by accounting period

5 periods available · ▲ growth ▼ decline

Apr 2021
Not available
Apr 2022
Not available
Apr 2023
£297k
Jun 2024
£367k▲ +23.4%
Jun 2025
£326k▼ -11.1%
Period endRevenueGrowthProfit before taxEmployeesNet assets
30 Jun 2025£326k▼ -11.1%-£8k5£98k
30 Jun 2024£367k▲ +23.4%£135k5£207k
30 Apr 2023£297k—£129k4£149k
30 Apr 2022———4£108k
30 Apr 2021———3£74k

Latest available figures

Period ending 30 Jun 2025. “Not available” means the figure is not in the accounts we hold. We do not estimate missing figures.

Profit & loss

Revenue
£326k
Gross profit
£289k
Operating profit
-£9k
Profit before tax
-£8k
Profit after tax
-£9k

Balance sheet

Total assets
£117k
Cash
£69k
Total liabilities
£18k
Net assets
£98k
Revenue per employee
£65k

Similar companies

CompanyRevenueGrowth
Reeves Financial Services Limited
03586020
£996k—
Zodiac Partners Ltd
10647615
£995k▲ +206.1%
Mcl Hcc Propco Limited
12133900
£994k▼ -1.0%
Stream 789 Limited
14419267
£988k▲ +32.3%
Mama Money UK Limited
09208336
£987k▼ -46.5%

Other financial services companies in West Midlands

CompanyRevenueGrowth
Speller Metcalfe Group Limited
16010645
£245.3m—
Ludgate Hill Properties Limited
13024472
£182.6m▲ +39.6%
Sunshine Care Topco Limited
10800773
£136.4m▲ +38.7%
Eurostar Group Holdings Limited
11589803
£124.6m▼ -0.2%
Little Wenlock Enterprises Limited
11091121
£97.3m▲ +18.0%