Founded in 1999, Axis Financial Planning, classified under reg no. 03816687 is an active company. Currently registered at C/o Apex Financial Services 220 Wharfedale Road RG41 5TP, Wokingham the company has been in the business for 25 years. Its financial year was closed on Tuesday 15th October and its latest financial statement was filed on Fri, 15th Oct 2021. Since Fri, 6th Aug 1999 Axis Financial Planning Limited is no longer carrying the name A & J Financial Planning.
The firm has one director. Matthew J., appointed on 15 October 2021. There are currently no secretaries appointed. At present there are a few former directors listed by the firm. Their names might be found in the table below. In addition, there is one former secretary - Diane J. who worked with the the firm until 15 October 2021.
| Office Address | C/o Apex Financial Services 220 Wharfedale Road |
| Office Address2 | Winnersh |
| Town | Wokingham |
| Post code | RG41 5TP |
| Country of origin | United Kingdom |
| Registration Number | 03816687 |
| Date of Incorporation | Fri, 30th Jul 1999 |
| Industry | Pension funding |
| Industry | Life insurance |
| End of financial Year | 15th October |
| Company age | 25 years old |
| Account next due date | Sat, 15th Jul 2023 (285 days after) |
| Account last made up date | Fri, 15th Oct 2021 |
| Next confirmation statement due date | Sun, 28th Jul 2024 (2024-07-28) |
| Last confirmation statement dated | Fri, 14th Jul 2023 |
Position: Director
Appointed: 15 October 2021
The register of persons with significant control who own or have control over the company includes 3 names. As we discovered, there is Apex Financial Services & Wealth Management Ltd from Cheltenham, England. The abovementioned PSC is classified as "a private limited company", has 75,01-100% voting rights and has 75,01-100% shares. The abovementioned PSC has 75,01-100% voting rights and has 75,01-100% shares. The second entity in the persons with significant control register is Diane J. This PSC owns 25-50% shares and has 25-50% voting rights. The third one is Alan J., who also meets the Companies House criteria to be indexed as a PSC. This PSC owns 25-50% shares and has 25-50% voting rights.
Apex Financial Services & Wealth Management Ltd
Midway House Herrick Way, Staverton, Cheltenham, GL51 6TQ, England
| Legal authority | Companies House 2006 |
| Legal form | Private Limited Company |
| Country registered | England And Wales |
| Place registered | Companies House |
| Registration number | 13153437 |
| Notified on | 15 October 2021 |
| Nature of control: |
75,01-100% shares 75,01-100% voting rights right to appoint and remove directors |
Diane J.
| Notified on | 1 November 2016 |
| Ceased on | 15 October 2021 |
| Nature of control: |
25-50% voting rights 25-50% shares |
Alan J.
| Notified on | 6 April 2016 |
| Ceased on | 15 October 2021 |
| Nature of control: |
25-50% voting rights right to appoint and remove directors 25-50% shares |
| A & J Financial Planning | August 6, 1999 |
| Profit & Loss | ||||
|---|---|---|---|---|
| Accounts Information Date | 2019-12-31 | 2020-12-31 | 2021-10-15 | 2022-10-15 |
| Balance Sheet | ||||
| Cash Bank On Hand | 39 433 | 32 389 | 389 219 | 2 339 |
| Current Assets | 74 263 | 166 189 | 645 540 | 2 339 |
| Debtors | 34 830 | 133 800 | 256 321 | |
| Net Assets Liabilities | 43 093 | 17 688 | 511 122 | |
| Other Debtors | 116 406 | 256 321 | ||
| Property Plant Equipment | 3 342 | 2 131 | 3 083 | |
| Other | ||||
| Accumulated Depreciation Impairment Property Plant Equipment | 9 061 | 10 272 | 4 142 | |
| Additions Other Than Through Business Combinations Property Plant Equipment | 2 042 | |||
| Average Number Employees During Period | 4 | 3 | 2 | 1 |
| Bank Borrowings | 17 754 | 45 833 | ||
| Creditors | 19 904 | 98 025 | 137 501 | 54 542 |
| Disposals Intangible Assets | -1 080 | |||
| Fixed Assets | 4 422 | 2 131 | ||
| Increase From Depreciation Charge For Year Property Plant Equipment | 1 211 | 1 090 | 1 358 | |
| Intangible Assets | 1 080 | |||
| Intangible Assets Gross Cost | 1 080 | |||
| Net Current Assets Liabilities | 58 575 | 113 987 | 508 039 | -52 203 |
| Other Creditors | 13 403 | 28 253 | 1 740 | 54 542 |
| Other Remaining Borrowings | 2 150 | 52 192 | ||
| Prepayments | 482 | |||
| Property Plant Equipment Gross Cost | 12 403 | 12 403 | 9 806 | |
| Provisions For Liabilities Balance Sheet Subtotal | 405 | |||
| Taxation Social Security Payable | 1 614 | |||
| Total Assets Less Current Liabilities | 62 997 | 116 118 | 511 122 | -52 203 |
| Total Borrowings | 19 904 | 98 025 | ||
| Trade Creditors Trade Payables | 671 | |||
| Trade Debtors Trade Receivables | 34 348 | 17 394 | ||
| Amount Specific Advance Or Credit Directors | -2 150 | 95 388 | 113 439 | |
| Amount Specific Advance Or Credit Made In Period Directors | 6 900 | 100 000 | 49 692 | |
| Amount Specific Advance Or Credit Repaid In Period Directors | -9 627 | -2 462 | -31 641 | |
| Disposals Decrease In Depreciation Impairment Property Plant Equipment | 8 578 | |||
| Disposals Property Plant Equipment | 9 806 | |||
| Other Taxation Social Security Payable | 135 761 | |||
| Type | Category | Free download | |
|---|---|---|---|
| AA |
Total exemption full company accounts data drawn up to Sat, 15th Oct 2022 filed on: 21st, December 2023 |
accounts | Free Download (7 pages) |
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