TF

TRILLIUM FINANCIAL PLANNING LTD.

Active

Company number 04158423

Norwich, England · Incorporated 12 February 2001

7a Alkmaar Way, Norwich, NR6 6BF, England

Last updated on 20 September 2026

Activities of insurance agents and brokers · SIC 66220

Status
Active
Company age
25 years
Company type
Private limited
Accounts
Up to date

Company overview

TRILLIUM FINANCIAL PLANNING LTD. is an active private limited company incorporated on 12 February 2001 and registered in England and Wales. Its registered office is at 7a Alkmaar Way, Norwich, NR6 6BF, England. Its principal activity is activities of insurance agents and brokers (SIC 66220).

It is controlled by Insight Financial Associates Limited, which holds 75-100% of the shares and voting rights and has the right to appoint and remove directors. The board consists of two British directors: HOWARD, Antony Peter (appointed 31 October 2022) and HOWARD, Jason Richard (appointed 31 October 2022). Five former officers have previously served the company. One person previously held significant control and has since ceased.

No charges are registered against the company, and it has neither an insolvency history nor a past liquidation. Its most recent total-exemption-full accounts, made up to 31 August 2025, were filed on 21 August 2026. The next accounts are due by 29 May 2027. The latest confirmation statement was made up to 12 February 2026. The next is due by 26 February 2027. Companies House holds 83 filings for this company, most recently an accounts filing on 27 August 2026.

Compliance

Annual accounts Up to date
Last filed
31 August 2025
Next due
29 May 2027
9 months left
Confirmation statement Up to date
Last filed
12 February 2026
Next due
26 February 2027
6 months left

Financial snapshot

Last accounts type
Total Exemption Full
Period end
31 August 2025
Fixed assets
—
Current assets
—
Net current assets/liabilities
—
Total assets less current liabilities
—
Creditors (due within one year)
—
Creditors (due after one year)
—
Net assets/liabilities
—
Capital and reserves
—
Financial trend
Year ended Fixed assets Current assets Net assets/liabilities Change
— — — — —
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— — — — —
— — — — —
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Capital table

Updated on 20 September 2026
  • INSIGHT FINANCIAL ASSOCIATES LIMITED (100.0%)
  • DAVID TAYLOR (0.0%)
  • DIANE STANNARD (0.0%)
Total shares
80
Nominal value
—
AI confidence
(—%)
Data quality
-

Share classes

Class Allocated shares Currency Nominal value Voting Dividend Transfer Anti-dilution
ORDINARY 80 — —
Total 80

Shareholders

Shareholder Share class Shares Shareholding Votes Voting
DAVID TAYLOR ORDINARY 0 0.00% 0 0.00%
DIANE STANNARD ORDINARY 0 0.00% 0 0.00%
INSIGHT FINANCIAL ASSOCIATES LIMITED ORDINARY 80 100.00% 80 100.00%
Total 80 100% 80 100%

Officers

HJ
HOWARD, Jason Richard
Director
31 October 2022
HA
HOWARD, Antony Peter
Director
31 October 2022
SD
STANNARD, Diane
Secretary · Resigned
23 October 2007
LA
LAING, Angela Marie
Secretary · Resigned
1 April 2006
CS
CHETTLEBURGHS SECRETARIAL LTD
Corporate Nominee Secretary · Resigned
12 February 2001
TD
TAYLOR, David Adrian
Director · Resigned
12 February 2001
TF
TAYLOR, Fiona
Secretary · Resigned
12 February 2001

Persons with significant control

PS
Insight Financial Associates Limited
Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors
31 October 2022

Funding

0 funding rounds

No funding rounds on record.

Filing history

Legacy
Accounts
27 August 2026 View
Legacy
Other
27 August 2026 View
Legacy
Other
27 August 2026 View
Accounts With Accounts Type Total Exemption Full
Accounts
21 August 2026 View
Change Account Reference Date Company Previous Shortened
Accounts
22 May 2026 View
Confirmation Statement With No Updates
Confirmation Statement
16 February 2026 View
Accounts With Accounts Type Total Exemption Full
Accounts
27 August 2025 View
Legacy
Other
8 August 2025 View
Legacy
Other
8 August 2025 View
Change Account Reference Date Company Previous Shortened
Accounts
28 May 2025 View
Confirmation Statement With No Updates
Confirmation Statement
14 February 2025 View
Accounts With Accounts Type Small
Accounts
27 March 2024 View
Change Account Reference Date Company Previous Shortened
Accounts
5 March 2024 View
Confirmation Statement With No Updates
Confirmation Statement
23 February 2024 View
Accounts With Accounts Type Total Exemption Full
Accounts
2 October 2023 View
Confirmation Statement With Updates
Confirmation Statement
28 March 2023 View
Termination Director Company With Name Termination Date
Officers
28 March 2023 View
Appoint Person Director Company With Name Date
Officers
27 March 2023 View
Appoint Person Director Company With Name Date
Officers
27 March 2023 View
Notification Of A Person With Significant Control
Persons With Significant Control
27 March 2023 View
Cessation Of A Person With Significant Control
Persons With Significant Control
27 March 2023 View
Termination Secretary Company With Name Termination Date
Officers
27 March 2023 View
Change Registered Office Address Company With Date Old Address New Address
Address
9 November 2022 View
Accounts With Accounts Type Total Exemption Full
Accounts
9 May 2022 View
Confirmation Statement With No Updates
Confirmation Statement
2 March 2022 View
Accounts With Accounts Type Total Exemption Full
Accounts
30 April 2021 View
Confirmation Statement With No Updates
Confirmation Statement
9 March 2021 View
Accounts With Accounts Type Total Exemption Full
Accounts
14 May 2020 View
Confirmation Statement With No Updates
Confirmation Statement
17 February 2020 View
Accounts With Accounts Type Total Exemption Full
Accounts
17 July 2019 View
Change Registered Office Address Company With Date Old Address New Address
Address
16 July 2019 View
Confirmation Statement With No Updates
Confirmation Statement
26 February 2019 View
Accounts With Accounts Type Total Exemption Full
Accounts
14 June 2018 View
Confirmation Statement With No Updates
Confirmation Statement
15 March 2018 View
Accounts With Accounts Type Total Exemption Full
Accounts
21 November 2017 View
Confirmation Statement With Updates
Confirmation Statement
9 March 2017 View
Accounts With Accounts Type Total Exemption Small
Accounts
11 November 2016 View
Change Account Reference Date Company Previous Shortened
Accounts
8 November 2016 View
Accounts With Accounts Type Total Exemption Small
Accounts
28 April 2016 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
23 February 2016 View
Accounts With Accounts Type Total Exemption Small
Accounts
30 April 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
24 February 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
30 April 2014 View
Accounts With Accounts Type Total Exemption Small
Accounts
30 April 2014 View
Accounts With Accounts Type Total Exemption Small
Accounts
26 April 2013 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
6 March 2013 View
Legacy
Mortgage
6 March 2013 View
Accounts With Accounts Type Total Exemption Small
Accounts
30 April 2012 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
13 March 2012 View
Accounts With Accounts Type Total Exemption Small
Accounts
11 March 2011 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
25 February 2011 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
31 March 2010 View
Change Person Director Company With Change Date
Officers
31 March 2010 View
Accounts With Accounts Type Total Exemption Small
Accounts
5 March 2010 View
Accounts With Accounts Type Total Exemption Full
Accounts
22 May 2009 View
Legacy
Annual Return
29 April 2009 View
Legacy
Address
29 April 2009 View
Legacy
Address
29 April 2009 View
Accounts With Accounts Type Total Exemption Full
Accounts
28 May 2008 View
Legacy
Annual Return
20 May 2008 View
Legacy
Officers
20 May 2008 View
Legacy
Officers
8 November 2007 View
Accounts With Accounts Type Full
Accounts
21 May 2007 View
Legacy
Annual Return
2 May 2007 View
Legacy
Officers
2 May 2007 View
Legacy
Annual Return
2 May 2007 View
Legacy
Address
4 August 2006 View
Accounts With Accounts Type Full
Accounts
24 May 2006 View
Legacy
Officers
26 April 2006 View
Legacy
Officers
26 April 2006 View
Accounts With Accounts Type Full
Accounts
2 September 2005 View
Legacy
Annual Return
16 March 2005 View
Accounts With Accounts Type Full
Accounts
4 June 2004 View
Accounts Amended With Accounts Type Full
Accounts
4 June 2004 View
Legacy
Annual Return
23 February 2004 View
Accounts With Accounts Type Full
Accounts
12 June 2003 View
Legacy
Annual Return
12 February 2003 View
Legacy
Accounts
15 August 2002 View
Legacy
Annual Return
11 April 2002 View
Legacy
Mortgage
26 May 2001 View
Legacy
Capital
28 February 2001 View
Legacy
Officers
20 February 2001 View
Incorporation Company
Incorporation
12 February 2001 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges
  • Credit score
  • Recommended limit
  • Payment risk

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