Skip to content
Governance Register

Company · Stratford-upon-Avon

Self Financial Planners Limited

Activities auxiliary to financial intermediation n.e.c.

Official record Companies House · updated 27th September 2026 · Sources

Network

The large node is Self Financial Planners Limited. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 11

  1. Louise Rebecca Igoe 2017-2020 Director View profile
  2. Richard William Ollis 2008-2017 Director View profile
  3. Martin Peter Green 2004-2020 Director View profile
  4. David Stuart Degge Lodder 2004-2010 Director View profile
  5. Adrian Pickersgill 2000-2010 Director View profile
  6. Jennifer Smith 1993-1999 Director View profile
  7. Hilary Self 1991-1998 Director View profile
  8. Michael Barns Taylor 2000 Director View profile
  9. Victor Geoffrey Flavel Matts 2020-2023 Secretary View profile
  10. Lodders Nominees Limited 2004-2020 Corporate-secretary View profile
  11. Roger Douglas Self 2004 Secretary View profile

Directors and secretaries as filed at Companies House.

Do you help lead this organisation? Set up its network · How it works

About

What it does
Activities auxiliary to financial intermediation n.e.c.; Other activities auxiliary to insurance and pension funding
Incorporated
10/10/1977
Registered office
Stratford-upon-Avon
Previous names
Roger Self Limited (until 16/11/2006)

Ownership

Owned by (1) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.

Group

  1. Self Financial Planners Limited is controlled by William Roger James Self
    Evidence
    active 25-50% shares · notified 2016-04-06 · source: Companies House PSC register

Ultimately controlled by William Roger James Self.

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Financials

Total assets
£470,349
Cash
£632,279
Employees
0.07
Turnover
Not reported (small or micro-entity accounts)
Profit/loss
£274,402

Figures from accounts filed at Companies House (iXBRL), period ending 2025-03-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.

Board analysis

Board DNA

How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.

2 directors on the board

15.2y median 15.2y
average tenure
26.4y
longest tenure

Directors past 6 years

First-time vs portfolio directors

First-time (1)

Portfolio (1)

1
also govern a charity
0
left in the last 12 months

Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.

Property 3Business services 2Education 2Professional services 2Arts and leisure 1

The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
01333235
Status
Active
Type
Private Limited Company
Accounts next due
31/12/2026
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data