Company
Forvis Mazars Financial Planning Limited
Official record Companies House · updated 4th October 2026 · Sources
Network
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Who leads it
Previous officers 21
- Lindsay Roy Pentelow 2019-2021 View profile
- Glyn Mark Williams 2017-2019 View profile
- Lorraine Mary Olley 2013-2021 View profile
- Nigel Healy Hutchinson 2013-2017 View profile
- Alistair John Fraser 2008-2019 View profile
- Paul George Willans 2004-2010 View profile
- Andrew Jonathan Green 2003-2005 View profile
- Steven Stanley Scales 2003-2005 View profile
- David Manery Bowen 2002-2003 View profile
- Derek William Adams 2002-2009 View profile
- John Stanley Mellows 2001-2002 View profile
- Robin Geoffrey Oakes 2001-2002 View profile
- Simon David Kempell 1996-1997 View profile
- Ian John Pickford 1996-2025 View profile
- Derek Graham Smith 1996-2002 View profile
- Roderick Robertson 1996-2001 View profile
- Clive Richard Hounsfield 1996-2002 View profile
- Andrew Colin Burgess 1996-2001 View profile
- Mazars Company Secretaries Limited 2009-2017 View profile
- Stuart Peter Law 1996-1996 View profile
- David Victor Gibbons 1996-2009 View profile
Directors and secretaries as filed at Companies House.
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About
- Incorporated
- 13/03/1996
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.
- Forvis Mazars Services Limited
75-100% shares, 75-100% voting, appoints directors · notified 2016-04-06
Group
- Forvis Mazars Financial Planning Limited
is controlled by Forvis Mazars Services Limited
Evidence
active 75-100% shares, 75-100% voting, appoints directors · notified 2016-04-06 · source: Companies House PSC register - Forvis Mazars Services Limited
is controlled by Forvis Mazars LLP
Evidence
active 75-100% shares, 75-100% voting, appoints directors · notified 2016-04-06 · source: Companies House PSC register
Ultimately controlled by Forvis Mazars LLP.
20 other companies in this group
- Rowanmoor Consultancy Limited
- Forvis Mazars Services Limited
- Cartwright House Licencing Limited
- Competitionrx LTD
- Forvis Mazars Corporate Finance Limited
- Forvis Mazars Holdings (Australia) Limited
- Forvis Mazars Trustee Company Limited
- Neville Russell Nominees
- Forvis Mazars Company Secretaries Limited
- Forvis Mazars Trust Corporation Limited
- Forvis Mazars Public Sector Internal Audit Limited
- Forvis Mazars CYB Services Limited
- Forvis Mazars London Limited
- Forvis Mazars MR Limited
- Forvis Mazars Trustee Company (London) Limited
- Mazars GB Limited
- ARX Investments Limited
- Forvis Mazars Holdings (US) Limited
- Independent Women Limited
- Forvis Mazars LLP
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
- Net assets
- £9,159,000
- Total assets
- £9,309,000
- Cash
- £1,100,000
- Employees
- 123
- Turnover
- £21,609,000
- Profit/loss
- £5,566,000
Filed as Full accounts.
Figures from accounts filed at Companies House (iXBRL), period ending 2025-08-31. 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.
4 directors on the board
- Alan Duley Director · appointed 2020
- Margaret Laidlaw Director · appointed 2021
- David John Baker Director · appointed 2017
- Natalie Dawn Van Horning Director · appointed 2025
Directors past 6 years
- David John Baker Director · appointed 2017
First-time vs portfolio directors
Portfolio (4)
- Alan Duley Director · appointed 2020
- Margaret Laidlaw Director · appointed 2021
- David John Baker Director · appointed 2017
- Natalie Dawn Van Horning Director · appointed 2025
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.
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.
Gaps to watch
- Narrow spread of sectors across the board
Where to look Suggested search: directors from a wider range of sectors.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- 03172233
- Status
- Active
- Type
- Private Limited Company
- Edition
- Register edition compiled 4th October 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