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Adler Financial Planning Limited BIRMINGHAM

Founded in 2009, Adler Financial Planning, classified under reg no. 06848531 is an active company. Currently registered at Prudent House 50 Yardley Road B27 6LG, Birmingham the company has been in the business for 15 years. Its financial year was closed on March 31 and its latest financial statement was filed on 2023/03/31.

The firm has 3 directors, namely Eamonn S., Stuart B. and Barrie V.. Of them, Stuart B., Barrie V. have been with the company the longest, being appointed on 16 March 2009 and Eamonn S. has been with the company for the least time - from 1 April 2021. Currently there are a few former directors listed by the firm. Their names might be found in the list below. In addition, there is one former secretary - Shirley A. who worked with the the firm until 22 November 2018.

Adler Financial Planning Limited Address / Contact

Office Address Prudent House 50 Yardley Road
Office Address2 Acocks Green
Town Birmingham
Post code B27 6LG
Country of origin United Kingdom

Company Information / Profile

Registration Number 06848531
Date of Incorporation Mon, 16th Mar 2009
Industry Financial intermediation not elsewhere classified
End of financial Year 31st March
Company age 15 years old
Account next due date Tue, 31st Dec 2024 (248 days left)
Account last made up date Fri, 31st Mar 2023
Next confirmation statement due date Wed, 3rd Apr 2024 (2024-04-03)
Last confirmation statement dated Mon, 20th Mar 2023

Company staff

Eamonn S.

Position: Director

Appointed: 01 April 2021

Stuart B.

Position: Director

Appointed: 16 March 2009

Barrie V.

Position: Director

Appointed: 16 March 2009

Shirley A.

Position: Secretary

Appointed: 16 March 2009

Resigned: 22 November 2018

Shirley A.

Position: Director

Appointed: 16 March 2009

Resigned: 22 November 2018

Andre A.

Position: Director

Appointed: 16 March 2009

Resigned: 22 November 2018

People with significant control

The list of PSCs that own or have control over the company consists of 3 names. As we researched, there is Stuart B. This PSC has 25-50% voting rights and has 25-50% shares. Another entity in the persons with significant control register is Barrie V. This PSC owns 25-50% shares and has 25-50% voting rights. The third one is Andre A., who also meets the Companies House requirements to be indexed as a person with significant control. This PSC has significiant influence or control over the company,.

Stuart B.

Notified on 6 April 2016
Nature of control: 25-50% voting rights
right to appoint and remove directors
25-50% shares

Barrie V.

Notified on 22 November 2018
Nature of control: 25-50% voting rights
25-50% shares

Andre A.

Notified on 6 April 2016
Ceased on 22 November 2018
Nature of control: significiant influence or control

Annual reports financial information

Profit & Loss
Accounts Information Date 2014-03-312015-03-312016-03-312017-03-312018-03-312019-03-312020-03-312021-03-312022-03-312023-03-31
Net Worth115 163124 55080 389       
Balance Sheet
Cash Bank In Hand195 964129 07262 100       
Cash Bank On Hand  62 100169 047439 136158 299242 232312 254434 237352 289
Current Assets198 192132 63368 336174 484445 029163 926260 905335 094464 448394 113
Debtors2 2283 5616 2375 4375 8935 62718 67322 84030 21141 824
Intangible Fixed Assets 125 83391 484       
Net Assets Liabilities    307 33761 708149 402223 593318 370335 815
Net Assets Liabilities Including Pension Asset Liability115 163124 55080 389       
Property Plant Equipment  11 61212 5399 29913 56912 4618 87654 105101 480
Tangible Fixed Assets6 78113 89211 612       
Reserves/Capital
Called Up Share Capital100100100       
Profit Loss Account Reserve115 063124 45080 289       
Shareholder Funds115 163124 55080 389       
Other
Accrued Liabilities Deferred Income   18 10025 84018 10018 10020 13418 97418 100
Accumulated Amortisation Impairment Intangible Assets  54 32983 492112 655141 817145 813145 813  
Accumulated Depreciation Impairment Property Plant Equipment  34 92540 29944 28450 09955 44059 24467 321102 600
Additional Provisions Increase From New Provisions Recognised     2 578-211 11 84011 844
Average Number Employees During Period  1211111010101010
Corporation Tax Payable   48 26786 96793 48567 92961 05276 92659 237
Creditors  91 043105 956180 149117 205121 597118 691186 657134 408
Creditors Due After One Year 20 500        
Creditors Due Within One Year89 810127 30891 044       
Fixed Assets6 781139 725103 09674 86042 45717 56512 4618 87654 105 
Increase From Amortisation Charge For Year Intangible Assets   29 16329 16329 1623 996   
Increase From Depreciation Charge For Year Property Plant Equipment   5 3743 9855 8155 3413 8048 07735 279
Intangible Assets  91 48462 32133 1583 996    
Intangible Assets Gross Cost  145 813145 813145 813145 813145 813145 813  
Intangible Fixed Assets Additions 151 000        
Intangible Fixed Assets Aggregate Amortisation Impairment 25 16754 329       
Intangible Fixed Assets Amortisation Charged In Period 25 16729 162       
Intangible Fixed Assets Cost Or Valuation 151 000145 813       
Intangible Fixed Assets Disposals  5 187       
Net Current Assets Liabilities108 3825 325-22 70768 528264 88046 721139 308216 403277 791259 705
Number Shares Allotted 3030       
Number Shares Issued Fully Paid   30303053530530530
Other Creditors     2 9341 2111 1653 0683 222
Other Taxation Social Security Payable   4 2005 272  991960300
Par Value Share 111111000
Prepayments Accrued Income   5 4375 8935 62718 67322 84030 21141 824
Property Plant Equipment Gross Cost  46 53752 83853 58363 66867 90168 120121 426204 080
Provisions     2 5782 3671 68613 52625 370
Provisions For Liabilities Balance Sheet Subtotal     2 5782 3671 68613 52625 370
Share Capital Allotted Called Up Paid303030       
Tangible Fixed Assets Additions 13 0652 696       
Tangible Fixed Assets Cost Or Valuation30 77643 84146 537       
Tangible Fixed Assets Depreciation23 99529 94934 925       
Tangible Fixed Assets Depreciation Charged In Period 5 9544 976       
Total Additions Including From Business Combinations Property Plant Equipment   6 30174510 0854 23321953 30682 654
Total Assets Less Current Liabilities115 163145 05080 389143 388307 33764 286151 769225 279331 896361 185
Additional Provisions Increase From New Provisions Recognised In Profit Or Loss       -681  
Disposals Decrease In Amortisation Impairment Intangible Assets        145 813 
Disposals Intangible Assets        145 813 

Company filings

Filing category
Accounts Address Annual return Capital Confirmation statement Incorporation Officers Persons with significant control Resolution
Total exemption full accounts record for the accounting period up to 2023/03/31
filed on: 25th, September 2023 		Free Download (8 pages)

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