Founded in 2013, Strategic Wealth And Financial Planning, classified under reg no. 08511549 is an active company. Currently registered at 37 Upcott Valley EX20 1UX, Okehampton the company has been in the business for 11 years. Its financial year was closed on March 31 and its latest financial statement was filed on 31st March 2023.
At the moment there are 2 directors in the the firm, namely Abigail M. and Russell M.. In addition one secretary - Abigail M. - is with the company. As of 9 June 2024, our data shows no information about any ex officers on these positions.
| Office Address | 37 Upcott Valley |
| Town | Okehampton |
| Post code | EX20 1UX |
| Country of origin | United Kingdom |
| Registration Number | 08511549 |
| Date of Incorporation | Tue, 30th Apr 2013 |
| Industry | Financial intermediation not elsewhere classified |
| End of financial Year | 31st March |
| Company age | 11 years old |
| Account next due date | Tue, 31st Dec 2024 (205 days left) |
| Account last made up date | Fri, 31st Mar 2023 |
| Next confirmation statement due date | Tue, 14th May 2024 (2024-05-14) |
| Last confirmation statement dated | Sun, 30th Apr 2023 |
Position: Director
Appointed: 06 May 2022
Position: Secretary
Appointed: 30 April 2013
Position: Director
Appointed: 30 April 2013
The register of PSCs that own or control the company is made up of 2 names. As BizStats established, there is Abigail M. This PSC has 25-50% voting rights and has 25-50% shares. Another one in the PSC register is Russell M. This PSC owns 25-50% shares and has 25-50% voting rights.
Abigail M.
| Notified on | 6 April 2016 |
| Nature of control: |
25-50% voting rights 25-50% shares |
Russell M.
| Notified on | 6 April 2016 |
| Nature of control: |
25-50% voting rights 25-50% shares |
| Profit & Loss | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Accounts Information Date | 2015-03-31 | 2016-03-31 | 2017-03-31 | 2018-03-31 | 2019-03-31 | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 |
| Net Worth | 2 792 | 4 243 | ||||||||
| Balance Sheet | ||||||||||
| Cash Bank On Hand | 22 834 | 20 544 | 45 085 | 30 465 | 8 621 | 37 691 | 79 580 | 82 971 | 89 359 | |
| Current Assets | 22 834 | 20 636 | 51 054 | 80 083 | 60 235 | 76 255 | 125 152 | 136 925 | 167 445 | |
| Debtors | 92 | 5 969 | 49 618 | 51 614 | 30 901 | 45 572 | 53 954 | 78 086 | ||
| Other Debtors | 92 | 5 969 | 49 618 | 51 614 | 30 901 | 45 572 | 53 954 | 78 086 | ||
| Property Plant Equipment | 466 | 832 | 1 050 | 570 | 665 | 411 | 816 | 453 | 201 | |
| Cash Bank In Hand | 35 344 | 22 834 | ||||||||
| Tangible Fixed Assets | 954 | 466 | ||||||||
| Reserves/Capital | ||||||||||
| Called Up Share Capital | 10 | 10 | ||||||||
| Profit Loss Account Reserve | 2 782 | 4 233 | ||||||||
| Shareholder Funds | 2 792 | 4 243 | ||||||||
| Other | ||||||||||
| Accumulated Depreciation Impairment Property Plant Equipment | 1 228 | 1 874 | 2 355 | 2 950 | 3 284 | 3 612 | 3 496 | 3 859 | 4 111 | |
| Average Number Employees During Period | 2 | 2 | 2 | 2 | 2 | 2 | ||||
| Corporation Tax Payable | 5 485 | 4 519 | ||||||||
| Creditors | 19 057 | 8 895 | 10 289 | 9 705 | 6 789 | 14 345 | 30 703 | 24 026 | 33 586 | |
| Future Minimum Lease Payments Under Non-cancellable Operating Leases | 15 965 | 10 754 | ||||||||
| Increase From Depreciation Charge For Year Property Plant Equipment | 646 | 481 | 595 | 334 | 328 | 244 | 363 | 252 | ||
| Net Current Assets Liabilities | 1 838 | 3 777 | 11 741 | 40 765 | 70 378 | 53 446 | 60 454 | 94 449 | 112 899 | 133 859 |
| Number Shares Issued Fully Paid | 1 000 | 1 000 | 1 000 | |||||||
| Other Creditors | 13 572 | 4 376 | 1 110 | 1 145 | 1 485 | 1 410 | 1 965 | 2 215 | 1 999 | |
| Other Disposals Decrease In Depreciation Impairment Property Plant Equipment | 360 | |||||||||
| Other Disposals Property Plant Equipment | 360 | |||||||||
| Other Taxation Social Security Payable | 4 519 | 9 179 | 8 560 | 5 304 | 14 391 | 28 738 | 21 811 | 31 587 | ||
| Par Value Share | 1 | 1 | 1 | 1 | ||||||
| Property Plant Equipment Gross Cost | 1 694 | 2 706 | 3 405 | 3 520 | 3 949 | 4 023 | 4 312 | 4 312 | ||
| Total Additions Including From Business Combinations Property Plant Equipment | 1 012 | 699 | 115 | 429 | 74 | 649 | ||||
| Total Assets Less Current Liabilities | 2 792 | 4 243 | 12 573 | 41 815 | 70 948 | 54 111 | 54 658 | 95 265 | 113 352 | 134 060 |
| Advances Credits Directors | 12 501 | |||||||||
| Advances Credits Made In Period Directors | 42 940 | |||||||||
| Advances Credits Repaid In Period Directors | 28 329 | |||||||||
| Creditors Due Within One Year | 33 506 | 19 057 | ||||||||
| Number Shares Allotted | 1 000 | |||||||||
| Share Capital Allotted Called Up Paid | 10 | 10 | ||||||||
| Type | Category | Free download | |
|---|---|---|---|
| CS01 |
Confirmation statement with no updates 30th April 2024 filed on: 30th, April 2024 |
confirmation statement | Free Download (3 pages) |
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