Fundamental Planning (UK) started in year 2014 as Private Limited Company with registration number SC473726. The Fundamental Planning (UK) company has been functioning successfully for ten years now and its status is active. The firm's office is based in Edinburgh at 5 South Charlotte Street. Postal code: EH2 4AN. Since 26th July 2018 Fundamental Planning (UK) Limited is no longer carrying the name Money Plan-it (wealth Management).
As of 24 April 2024, there was 1 ex director - Katarzyna D.. There were no ex secretaries.
| Office Address | 5 South Charlotte Street |
| Town | Edinburgh |
| Post code | EH2 4AN |
| Country of origin | United Kingdom |
| Registration Number | SC473726 |
| Date of Incorporation | Thu, 27th Mar 2014 |
| Industry | Other activities auxiliary to insurance and pension funding |
| End of financial Year | 31st March |
| Company age | 10 years old |
| Account next due date | Sun, 31st Dec 2023 (115 days after) |
| Account last made up date | Thu, 31st Mar 2022 |
| Next confirmation statement due date | Wed, 10th Apr 2024 (2024-04-10) |
| Last confirmation statement dated | Mon, 27th Mar 2023 |
The list of PSCs that own or have control over the company consists of 1 name. As BizStats found, there is Craig C. The abovementioned PSC has 75,01-100% voting rights and has 75,01-100% shares.
Craig C.
| Notified on | 1 January 2017 |
| Nature of control: |
75,01-100% shares 75,01-100% voting rights |
| Money Plan-it (wealth Management) | July 26, 2018 |
| 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 |
| Net Worth | 2 498 | 215 | 479 | ||||||
| Balance Sheet | |||||||||
| Current Assets | 22 072 | 13 011 | 14 147 | 14 496 | 19 162 | 20 542 | 136 151 | 166 570 | 216 202 |
| Net Assets Liabilities | 479 | 746 | 861 | 461 | 102 827 | 147 477 | |||
| Cash Bank In Hand | 21 857 | ||||||||
| Debtors | 215 | ||||||||
| Net Assets Liabilities Including Pension Asset Liability | 2 498 | 215 | 479 | ||||||
| Tangible Fixed Assets | 2 428 | ||||||||
| Reserves/Capital | |||||||||
| Called Up Share Capital | 100 | ||||||||
| Profit Loss Account Reserve | 2 398 | ||||||||
| Shareholder Funds | 2 498 | 215 | 479 | ||||||
| Other | |||||||||
| Average Number Employees During Period | 1 | 1 | 1 | 1 | 1 | ||||
| Creditors | 14 285 | 9 689 | 5 015 | 3 372 | 1 498 | 23 674 | 22 676 | ||
| Fixed Assets | 2 428 | 1 999 | 1 031 | 715 | 1 587 | 1 574 | 5 028 | 4 581 | 3 208 |
| Net Current Assets Liabilities | 15 490 | -1 370 | -138 | 4 807 | 4 289 | 2 259 | 99 297 | 142 896 | 193 526 |
| Total Assets Less Current Liabilities | 2 498 | 629 | 893 | 5 522 | 5 876 | 3 833 | 104 325 | 147 477 | 196 734 |
| Accrued Liabilities Not Expressed Within Creditors Subtotal | 414 | 4 776 | |||||||
| Accruals Deferred Income | 15 420 | 414 | 414 | ||||||
| Creditors Due Within One Year | 22 002 | 14 381 | 14 285 | ||||||
| Tangible Fixed Assets Additions | 2 622 | ||||||||
| Tangible Fixed Assets Cost Or Valuation | 2 622 | ||||||||
| Tangible Fixed Assets Depreciation | 194 | ||||||||
| Tangible Fixed Assets Depreciation Charged In Period | 194 | ||||||||
| Type | Category | Free download | |
|---|---|---|---|
| AA |
Micro company accounts made up to 31st March 2023 filed on: 20th, December 2023 |
accounts | Free Download (6 pages) |
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