Simply Financial Planning Limited CLEVEDON


Founded in 2007, Simply Financial Planning, classified under reg no. 06055260 is an active company. Currently registered at 9 The Avenue BS21 7EB, Clevedon the company has been in the business for seventeen years. Its financial year was closed on Wednesday 28th February and its latest financial statement was filed on 28th February 2022.

At the moment there are 2 directors in the the firm, namely Sarah E. and Andrew E.. In addition one secretary - Sarah E. - is with the company. As of 29 April 2024, our data shows no information about any ex officers on these positions.

Simply Financial Planning Limited Address / Contact

Office Address 9 The Avenue
Town Clevedon
Post code BS21 7EB
Country of origin United Kingdom

Company Information / Profile

Registration Number 06055260
Date of Incorporation Wed, 17th Jan 2007
Industry Financial intermediation not elsewhere classified
End of financial Year 28th February
Company age 17 years old
Account next due date Thu, 30th Nov 2023 (151 days after)
Account last made up date Mon, 28th Feb 2022
Next confirmation statement due date Sat, 3rd Feb 2024 (2024-02-03)
Last confirmation statement dated Fri, 20th Jan 2023

Company staff

Sarah E.

Position: Director

Appointed: 03 October 2016

Sarah E.

Position: Secretary

Appointed: 17 January 2007

Andrew E.

Position: Director

Appointed: 17 January 2007

People with significant control

The list of PSCs who own or have control over the company includes 2 names. As we researched, there is Andrew E. This PSC and has 50,01-75% shares. The second entity in the persons with significant control register is Sarah E. This PSC owns 25-50% shares.

Andrew E.

Notified on 6 April 2016
Nature of control: 50,01-75% shares

Sarah E.

Notified on 6 April 2016
Nature of control: 25-50% shares

Annual reports financial information

Profit & Loss
Accounts Information Date 2016-02-292017-02-282018-02-282019-02-282020-02-292021-02-282022-02-282023-02-28
Balance Sheet
Cash Bank On Hand24 20333 66228 81836 80848 95438 61166 64435 384
Current Assets30 33445 23046 58251 53256 48951 22677 92046 294
Debtors6 13111 56817 76414 7247 53512 61511 27610 910
Net Assets Liabilities7 04426 54325 73129 06234 29532 79259 35764 343
Other Debtors  660    
Property Plant Equipment1 4118 4866 2525 8605 7705 7956 92549 614
Other
Version Production Software    2 0212 021  
Accrued Liabilities  9249571 0781 0781 1661 276
Accumulated Amortisation Impairment Intangible Assets       2 685
Accumulated Depreciation Impairment Property Plant Equipment8 21410 89614 06817 62516 74418 95818 37733 017
Additions Other Than Through Business Combinations Property Plant Equipment 10 4619383 2752 2442 2394 41860 715
Average Number Employees During Period22222222
Bank Borrowings Overdrafts       39 272
Creditors24 70127 17327 10328 33027 96424 22925 48855 734
Fixed Assets      6 92573 783
Increase From Amortisation Charge For Year Intangible Assets       2 685
Increase From Depreciation Charge For Year Property Plant Equipment 3 3253 1723 6322 2842 2143 28818 026
Intangible Assets       24 169
Intangible Assets Gross Cost       26 854
Loans From Directors  4 0614 3564 3924 7045 2565 205
Net Current Assets Liabilities5 63318 05719 47923 20228 52526 99752 432-9 440
Nominal Value Allotted Share Capital1 0001 0001 0001 0001 0001 0001 0001 000
Number Shares Allotted 1 0001 0001 0001 0001 0001 0001 000
Other Disposals Decrease In Depreciation Impairment Property Plant Equipment 643 753 165 3 8693 386
Other Disposals Property Plant Equipment 704 1103 215 3 8693 386
Par Value Share 1111111
Property Plant Equipment Gross Cost9 62519 38220 32023 48522 51424 75325 30282 631
Taxation Social Security Payable  20 34019 92420 51517 23417 6189 379
Total Additions Including From Business Combinations Intangible Assets       26 854
Trade Creditors Trade Payables  1 7783 0931 9791 2131 448602
Trade Debtors Trade Receivables  17 75814 6647 53512 61511 27610 910

Company filings

Filing category
Accounts Address Annual return Confirmation statement Incorporation Officers
Confirmation statement with no updates 20th January 2024
filed on: 29th, January 2024
Free Download (3 pages)

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