Succeed Financial Planning Limited in Belfast, BT1 2BE

Description

Data updated on: 08-05-2023

Located at River House, Belfast BT1 2BE Succeed Financial Planning Limited was categorised as a Private Limited Company and issued a NI618112 Companies House Reg No. The company appeared on 2013/04/29. Succeed Financial Planning Limited had existed on the market for at least ten years. Launched as Reassure Wealth Management, this business used the name until 2014/05/09, then it got changed to Succeed Financial Planning Limited.

As for the following company, a number of director's assignments up till now have been performed by Adrian B. and Charlotte B.. As for these two individuals, Adrian B. had supervised the company for the longest time, having been one of the many members of company's Management Board for ten years.

Adrian B. was the individual who controlled this firm, owned over 3/4 of company shares.

Previous company's names
Succeed Financial Planning Limited 2014-05-09
Reassure Wealth Management Limited 2013-04-29

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-04-30	2015-04-30	2018-04-30	2019-04-30	2020-04-30	2021-04-30
Currency
Net Worth	100	100

Balance Sheet
Cash Bank On Hand			100	100	100	100
Net Assets Liabilities			100	100	100	100
Cash Bank In Hand	100	100
Net Assets Liabilities Including Pension Asset Liability	100	100

Capital & Reserves
Shareholder Funds	100	100

Other Financial Data
Number Shares Allotted	100	100		100	100	100
Par Value Share	1	1		1	1	1
Share Capital Allotted Called Up Paid	100	100

Company staff

Adrian B.

Role: Director

Appointed: 29 April 2013

Latest update: 5 May 2023

Charlotte B.

Role: Director

Appointed: 29 April 2013

Latest update: 5 May 2023

People with significant control

Adrian B.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 January 2023
Account last made up date	30 April 2021
Confirmation statement next due date	13 May 2023
Confirmation statement last made up date	29 April 2022

Annual Accounts 9 January 2015
Start Date For Period Covered By Report	2013-04-29
End Date For Period Covered By Report	2014-04-30
Date Approval Accounts	9 January 2015
Annual Accounts 26 January 2016
Start Date For Period Covered By Report	2014-05-01
End Date For Period Covered By Report	2015-04-30
Date Approval Accounts	26 January 2016
Annual Accounts
Start Date For Period Covered By Report	2018-05-01
End Date For Period Covered By Report	2019-04-30
Annual Accounts
Start Date For Period Covered By Report	2019-05-01
End Date For Period Covered By Report	2020-04-30
Annual Accounts
Start Date For Period Covered By Report	2020-05-01
End Date For Period Covered By Report	2021-04-30

Succeed Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Adrian B.

Charlotte B.

People with significant control

Adrian B.

Accounts Documents

Company filings

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