Affluent Financial Planning Ltd. in Bridge Of Weir, PA11 3AA

Description

Data updated on: 01-11-2023

Registered with number SC161571 29 years ago, Affluent Financial Planning Ltd. is a Private Limited Company. The active mailing address is 1 Kirkinner Place, Main Street Bridge Of Weir. The business name of this business got changed in 2005 to Affluent Financial Planning Ltd.. This company former registered name was Millbrae Financial Services. This enterprise's SIC code is 64999 : Financial intermediation not elsewhere classified. Affluent Financial Planning Limited. filed its account information for the financial period up to 31st December 2022. The most recent confirmation statement was submitted on 6th February 2023.

As found in this specific company's register, since January 5, 2024 there have been two directors: Kitty S. and Paul M.. In order to support the directors in their duties, this specific business has been utilizing the skills of Paul M. as a secretary since 2012.

Previous company's names
Affluent Financial Planning Ltd. 2005-12-20
Millbrae Financial Services Ltd. 1995-11-14

Financial data based on annual reports

Profit & Loss
Date of Accounts	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency

Balance Sheet
Cash Bank On Hand	320 875	518 379	609 987	237 154
Current Assets	1 414 185	1 835 208	2 287 354	1 924 175	105 368
Debtors	1 092 034	1 315 553	1 677 367	1 687 021
Net Assets Liabilities	2 148 926	2 587 612	3 000 092	2 587 104	794 113
Other Debtors			29 930
Property Plant Equipment	89 613	72 047	31 202	21 331

Other Financial Data
Description Principal Activities				64 999
Accrued Liabilities Deferred Income			2 200
Accumulated Depreciation Impairment Property Plant Equipment	125 497	164 127	208 102	217 971
Amounts Owed By Associates Joint Ventures Participating Interests			1 647 437	1 686 758
Average Number Employees During Period	2	3	4	4	6
Creditors	167 005	132 866	129 656	170 544	156 587
Depreciation Rate Used For Property Plant Equipment				25
Fixed Assets	911 615	894 049	848 322	837 526	828 174
Increase From Depreciation Charge For Year Property Plant Equipment		38 630		9 871
Investments			817 120	817 120
Investments Fixed Assets	822 002	822 002	817 120	816 195
Net Current Assets Liabilities	1 247 180	1 702 342	2 157 698	1 753 634	-27 246
Other Creditors			26	36 835
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal					23 973
Property Plant Equipment Gross Cost	215 110	236 174	239 304	239 302
Provisions For Liabilities Balance Sheet Subtotal	9 869	8 779	5 928	4 053
Taxation Social Security Payable			125 925	132 095
Total Assets Less Current Liabilities	2 158 795	2 596 391	3 006 020	2 591 157	800 928
Trade Creditors Trade Payables	13 602	10 770	1 505	1 614
Trade Debtors Trade Receivables	20 574	750		263
Accrued Liabilities	5 235	7 968
Amounts Owed By Associates	1 060 500	1 245 501
Corporation Tax Payable	147 252	111 646
Current Asset Investments	1 276	1 276
Investments In Group Undertakings	822 002	822 002
Other Taxation Social Security Payable	527	2 482
Prepayments Accrued Income	10 960	20 226
Provisions	9 869	8 779
Total Additions Including From Business Combinations Property Plant Equipment		21 064

Company staff

Kitty S.

Role: Director

Appointed: 05 January 2024

Latest update: 5 May 2024

Paul M.

Role: Secretary

Appointed: 26 March 2012

Latest update: 5 May 2024

Paul M.

Role: Director

Appointed: 14 November 1995

Latest update: 5 May 2024

Irena H.

Role: Director

Appointed: 19 April 2001

Resigned: 26 March 2012

Latest update: 5 May 2024

Irena H.

Role: Secretary

Appointed: 12 November 1996

Resigned: 26 March 2012

Latest update: 5 May 2024

Barbara T.

Role: Secretary

Appointed: 14 November 1995

Resigned: 12 November 1996

Latest update: 5 May 2024

People with significant control

The companies that control this firm are as follows: Affluent Financial Group Ltd owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Bridge Of Weir at Kirkinner Place, Main Street, PA11 3AA, Renfrewshire and was registered as a PSC under the registration number Sc695868.

Affluent Financial Group Ltd

Address: 1 Kirkinner Place, Main Street, Bridge Of Weir, Renfrewshire, PA11 3AA, United Kingdom

Legal authority Scottish

Legal form Limited Company

Country registered Scotland

Place registered Companies House

Registration number Sc695868

Notified on 7 June 2021

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Affluent Financial Holdings Limited

Address: 1 Kirkinner Place, Main Street, Bridge Of Weir, PA11 3AA, Scotland

Legal authority Companies Act 2006

Legal form Limited Company

Country registered Scotland

Place registered Companies House Edinburgh

Registration number Sc695868

Notified on 17 May 2021

Ceased on 15 November 2021

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Paul M.

Notified on 6 April 2016

Ceased on 17 May 2021

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	20 February 2024
Confirmation statement last made up date	06 February 2023

Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019

Affluent Financial Planning Ltd.

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Kitty S.

Paul M.

Paul M.

Irena H.

Irena H.

Barbara T.

People with significant control

Affluent Financial Group Ltd

Affluent Financial Holdings Limited

Paul M.

Accounts Documents

Company filings

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