Fort Financial Planning Limited in Sheeplands Lane SHERBORNE - DT9 4FW

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Fort Financial Planning Limited SHERBORNE

Founded in 2004, Fort Financial Planning, classified under reg no. 05262921 is an active company. Currently registered at Etheridge House Barton View Business Park DT9 4FW, Sherborne the company has been in the business for 20 years. Its financial year was closed on March 31 and its latest financial statement was filed on 2023/03/31.

Currently there are 3 directors in the the firm, namely Emily F., Mark S. and Andrew F.. In addition one secretary - Emily F. - is with the company. Currenlty, the firm lists one former director, whose name is Clarissa F. and who left the the firm on 30 March 2012. In addition, there is one former secretary - Clarissa F. who worked with the the firm until 4 March 2019.

Fort Financial Planning Limited Address / Contact

Office Address	Etheridge House Barton View Business Park
Office Address2	Sheeplands Lane
Town	Sherborne
Post code	DT9 4FW
Country of origin	United Kingdom

Company Information / Profile

Registration Number	05262921
Date of Incorporation	Mon, 18th Oct 2004
Industry	Fund management activities
End of financial Year	31st March
Company age	20 years old
Account next due date	Tue, 31st Dec 2024 (198 days left)
Account last made up date	Fri, 31st Mar 2023
Next confirmation statement due date	Mon, 6th Nov 2023 (2023-11-06)
Last confirmation statement dated	Sun, 23rd Oct 2022

Company staff

Emily F.

Position: Secretary

Appointed: 04 March 2019

Emily F.

Position: Director

Appointed: 21 September 2018

Mark S.

Position: Director

Appointed: 06 April 2016

Andrew F.

Position: Director

Appointed: 18 October 2004

Clarissa F.

Position: Director

Appointed: 18 October 2004

Resigned: 30 March 2012

Formation Nominees Limited

Position: Nominee Director

Appointed: 18 October 2004

Resigned: 18 October 2004

Clarissa F.

Position: Secretary

Appointed: 18 October 2004

Resigned: 04 March 2019

Formation Secretaries Limited

Position: Corporate Nominee Secretary

Appointed: 18 October 2004

Resigned: 18 October 2004

People with significant control

The register of PSCs that own or have control over the company includes 1 name. As BizStats established, there is Andrew F. The abovementioned PSC has 50,01-75% voting rights and has 50,01-75% shares.

Andrew F.

Notified on	6 April 2016
Nature of control:	50,01-75% shares 50,01-75% voting rights right to appoint and remove directors

Annual reports financial information

Profit & Loss
Accounts Information Date	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31	2024-03-31

Balance Sheet
Cash Bank On Hand	170 196	171 586	152 619	127 417	139 728	96 962
Current Assets	173 569	243 775	215 530	222 993	219 573	189 196
Debtors	3 373	36 993	62 911	95 576	79 845	92 234
Net Assets Liabilities	157 688	242 381	211 138	212 815	204 584	171 915
Other Debtors	3 373	36 993	19 880	35 231	25 878	29 811
Property Plant Equipment	38 269	21 519	8 148	18 361	15 919	14 700
Total Inventories		35 196

Other
Accumulated Amortisation Impairment Intangible Assets	58 948	58 948	58 948	58 948	58 948
Accumulated Depreciation Impairment Property Plant Equipment	55 001	73 912	22 082	27 642	18 702	23 255
Average Number Employees During Period	9	9	10	9	10	12
Creditors	54 341	60 319	56 116	62 520	52 118	54 208
Fixed Assets	38 460	69 372	63 857	64 620	45 806	45 247
Increase From Depreciation Charge For Year Property Plant Equipment		18 911	9 400	5 560	4 815	4 553
Intangible Assets Gross Cost	58 948	58 948	58 948	58 948	58 948
Investments Fixed Assets	191	47 853	55 709	46 259	29 887	30 547
Net Current Assets Liabilities	119 228	183 456	159 414	160 473	167 455	134 988
Other Creditors	1 650	1 100	6 590	3 640	4 123	5 913
Other Disposals Decrease In Depreciation Impairment Property Plant Equipment					13 755
Other Disposals Property Plant Equipment					14 808
Other Investments Other Than Loans	191	47 853	55 709	46 259	29 887	30 547
Other Taxation Social Security Payable	50 571	59 123	49 296	48 623	47 403	48 293
Property Plant Equipment Gross Cost	93 270	95 431	30 230	46 003	34 621	37 955
Provisions For Liabilities Balance Sheet Subtotal		10 447	12 133	12 278	8 677	8 320
Total Additions Including From Business Combinations Property Plant Equipment		2 161	3 104	15 773	3 426	3 334
Total Assets Less Current Liabilities	157 688	252 828	223 271	225 093	213 261	180 235
Trade Creditors Trade Payables	2 119	96	230	10 257	592	2
Trade Debtors Trade Receivables			43 031	60 345	53 967	62 423
Bank Borrowings Overdrafts	1
Disposals Decrease In Depreciation Impairment Property Plant Equipment			61 230
Disposals Property Plant Equipment			68 305
Dividends Paid		150 000	250 000	180 000
Profit Loss		234 693	218 756	181 677

Company filings

Filing category

Type		Category	Free download
AA	Total exemption full accounts record for the accounting period up to 2023/03/31 filed on: 22nd, August 2023	accounts	Free Download (10 pages)

Type		Category	Free download
AA	Total exemption full accounts record for the accounting period up to 2023/03/31 filed on: 22nd, August 2023	accounts	Free Download (10 pages)
AA	Total exemption full accounts record for the accounting period up to 2022/03/31 filed on: 18th, May 2022	accounts	Free Download (9 pages)
AA	Total exemption full accounts record for the accounting period up to 2021/03/31 filed on: 15th, July 2021	accounts	Free Download (10 pages)
CH01	On 2021/03/08 director's details were changed filed on: 12th, July 2021	officers	Free Download (2 pages)
CH01	On 2021/03/08 director's details were changed filed on: 12th, July 2021	officers	Free Download (2 pages)
AD01	Change of registered address from Bradford House Bradford Road Sherborne Dorset DT9 6BP on 2021/03/04 to Etheridge House Barton View Business Park Sheeplands Lane Sherborne Dorset DT9 4FW filed on: 4th, March 2021	address	Free Download (1 page)
AA	Total exemption full accounts record for the accounting period up to 2020/03/31 filed on: 20th, August 2020	accounts	Free Download (9 pages)
AA	Accounts for a micro company for the period ending on 2019/03/31 filed on: 24th, October 2019	accounts	Free Download (4 pages)
TM02	Secretary's appointment terminated on 2019/03/04 filed on: 4th, March 2019	officers	Free Download (1 page)
AP03	On 2019/03/04, company appointed a new person to the position of a secretary filed on: 4th, March 2019	officers	Free Download (2 pages)
AP01	New director appointment on 2018/09/21. filed on: 21st, September 2018	officers	Free Download (2 pages)
AA	Accounts for a micro company for the period ending on 2018/03/31 filed on: 12th, June 2018	accounts	Free Download (4 pages)
AA	Accounts for a micro company for the period ending on 2017/03/31 filed on: 1st, August 2017	accounts	Free Download (5 pages)
AA	Data of total exemption small company accounts made up to 2016/03/31 filed on: 23rd, May 2016	accounts	Free Download (6 pages)
AP01	New director appointment on 2016/04/06. filed on: 9th, May 2016	officers	Free Download (2 pages)
AR01	Annual return with complete list of members, drawn up to 2015/10/27 filed on: 28th, October 2015	annual return	Free Download (4 pages)
AA	Data of total exemption small company accounts made up to 2015/03/31 filed on: 5th, June 2015	accounts	Free Download (5 pages)
AR01	Annual return with complete list of members, drawn up to 2014/10/18 filed on: 31st, October 2014	annual return	Free Download (4 pages)
SH01	100.00 GBP is the capital in company's statement on 2014/10/31	capital
AA	Data of total exemption small company accounts made up to 2014/03/31 filed on: 15th, May 2014	accounts	Free Download (6 pages)
AR01	Annual return with complete list of members, drawn up to 2013/10/18 filed on: 24th, October 2013	annual return	Free Download (4 pages)
AA	Data of total exemption small company accounts made up to 2013/03/31 filed on: 15th, May 2013	accounts	Free Download (6 pages)
AR01	Annual return with complete list of members, drawn up to 2012/10/18 filed on: 8th, November 2012	annual return	Free Download (4 pages)
AA	Data of total exemption small company accounts made up to 2012/03/31 filed on: 11th, May 2012	accounts	Free Download (6 pages)
TM01	Director's appointment terminated on 2012/03/30 filed on: 30th, March 2012	officers	Free Download (1 page)
AR01	Annual return with complete list of members, drawn up to 2011/10/18 filed on: 1st, November 2011	annual return	Free Download (5 pages)
AA	Data of total exemption small company accounts made up to 2011/03/31 filed on: 16th, May 2011	accounts	Free Download (6 pages)
AR01	Annual return with complete list of members, drawn up to 2010/10/18 filed on: 3rd, November 2010	annual return	Free Download (5 pages)
AA	Data of total exemption small company accounts made up to 2010/03/31 filed on: 11th, May 2010	accounts	Free Download (10 pages)
CH01	On 2009/10/29 director's details were changed filed on: 29th, October 2009	officers	Free Download (2 pages)
CH01	On 2009/10/29 director's details were changed filed on: 29th, October 2009	officers	Free Download (2 pages)
AR01	Annual return with complete list of members, drawn up to 2009/10/18 filed on: 29th, October 2009	annual return	Free Download (6 pages)
AA	Data of total exemption small company accounts made up to 2009/03/31 filed on: 16th, May 2009	accounts	Free Download (6 pages)
363a	Annual return drawn up to 2008/10/21 with complete member list filed on: 21st, October 2008	annual return	Free Download (4 pages)
AA	Data of total exemption small company accounts made up to 2008/03/31 filed on: 17th, June 2008	accounts	Free Download (6 pages)
363a	Annual return drawn up to 2007/10/19 with complete member list filed on: 19th, October 2007	annual return	Free Download (2 pages)
363a	Annual return drawn up to 2007/10/19 with complete member list filed on: 19th, October 2007	annual return	Free Download (2 pages)
AA	Data of total exemption small company accounts made up to 2007/03/31 filed on: 3rd, July 2007	accounts	Free Download (7 pages)
AA	Data of total exemption small company accounts made up to 2007/03/31 filed on: 3rd, July 2007	accounts	Free Download (7 pages)
AA	Small company accounts made up to 2006/03/31 filed on: 21st, November 2006	accounts	Free Download (6 pages)
AA	Small company accounts made up to 2006/03/31 filed on: 21st, November 2006	accounts	Free Download (6 pages)
363a	Annual return drawn up to 2006/10/20 with complete member list filed on: 20th, October 2006	annual return	Free Download (2 pages)
363a	Annual return drawn up to 2006/10/20 with complete member list filed on: 20th, October 2006	annual return	Free Download (2 pages)
363s	Annual return drawn up to 2005/11/22 with complete member list filed on: 22nd, November 2005	annual return	Free Download (7 pages)
363(288)	Annual return (Registered office changed on 22/11/05) up to 2005/11/22	annual return
363s	Annual return drawn up to 2005/11/22 with complete member list filed on: 22nd, November 2005	annual return	Free Download (7 pages)
363(288)	Annual return (Registered office changed on 22/11/05) up to 2005/11/22	annual return
225	Accounting reference date extended from 31/10/05 to 31/03/06 filed on: 11th, November 2005	accounts	Free Download (1 page)
225	Accounting reference date extended from 31/10/05 to 31/03/06 filed on: 11th, November 2005	accounts	Free Download (1 page)
287	Registered office changed on 20/04/05 from: bradford house bradford road sherborne dorset DT9 6BP filed on: 20th, April 2005	address	Free Download (1 page)
287	Registered office changed on 20/04/05 from: bradford house bradford road sherborne dorset DT9 6BP filed on: 20th, April 2005	address	Free Download (1 page)
288a	On 2005/04/20 New secretary appointed;new director appointed filed on: 20th, April 2005	officers	Free Download (2 pages)
288a	On 2005/04/20 New secretary appointed;new director appointed filed on: 20th, April 2005	officers	Free Download (2 pages)
288a	On 2005/04/20 New director appointed filed on: 20th, April 2005	officers	Free Download (2 pages)
288a	On 2005/04/20 New director appointed filed on: 20th, April 2005	officers	Free Download (2 pages)
287	Registered office changed on 10/02/05 from: 2 cathedral road cardiff CF11 9LJ filed on: 10th, February 2005	address	Free Download (1 page)
287	Registered office changed on 10/02/05 from: 2 cathedral road cardiff CF11 9LJ filed on: 10th, February 2005	address	Free Download (1 page)
88(2)R	Alloted 98 shares on 2005/01/12. Value of each share 1 £, total number of shares: 100. filed on: 19th, January 2005	capital	Free Download (2 pages)
88(2)R	Alloted 98 shares on 2005/01/12. Value of each share 1 £, total number of shares: 100. filed on: 19th, January 2005	capital	Free Download (2 pages)
288b	On 2004/11/09 Director resigned filed on: 9th, November 2004	officers	Free Download (1 page)
288b	On 2004/11/09 Secretary resigned filed on: 9th, November 2004	officers	Free Download (1 page)
288b	On 2004/11/09 Director resigned filed on: 9th, November 2004	officers	Free Download (1 page)
288b	On 2004/11/09 Secretary resigned filed on: 9th, November 2004	officers	Free Download (1 page)
NEWINC	Company registration filed on: 18th, October 2004	incorporation	Free Download (12 pages)
NEWINC	Company registration filed on: 18th, October 2004	incorporation	Free Download (12 pages)

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