Apex Cb Financial Planning Limited

General information

Name:

Apex Cb Financial Planning Ltd

Office Address:

Suite 2 Jellicoe House Admiralty Park Station Road BH16 6HX Poole

Number: 05082939

Incorporation date: 2004-03-24

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

The moment the company was established is Wed, 24th Mar 2004. Registered under no. 05082939, the company is considered a Private Limited Company. You can reach the headquarters of the company during business times under the following address: Suite 2 Jellicoe House Admiralty Park Station Road, BH16 6HX Poole. This firm's SIC code is 64999, that means Financial intermediation not elsewhere classified. 2023/03/31 is the last time account status updates were reported.

Having two job offers since Thu, 9th Jul 2015, the firm has been a relatively active employer on the job market. On Fri, 1st Sep 2017, it was looking for new workers for a Financial Services Administrator (full-time) position in Holton Heath, and on Thu, 9th Jul 2015, for the vacant position of a Ifa Paraplanner / Administrator in Lytchett Minster.

According to the latest data, we can name a single director in the company: Christopher R. (since Thu, 1st Apr 2004). For three years Neil S., had been functioning as a director for this specific limited company until the resignation 9 years ago. As a follow-up a different director, specifically Raymond H. quit on Mon, 23rd Oct 2006. Furthermore, the director's efforts are often helped with by a secretary - Naomi R., who was officially appointed by this specific limited company eighteen years ago.

Financial data based on annual reports

Company staff

Naomi R.

Role: Secretary

Appointed: 23 October 2006

Latest update: 9 February 2024

Christopher R.

Role: Director

Appointed: 01 April 2004

Latest update: 9 February 2024

People with significant control

Executives with significant control over the firm are: Christopher Michael R. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Naomi Suzanne R. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Christopher Michael R.
Notified on 6 April 2016
Nature of control:
over 1/2 to 3/4 of shares
over 1/2 to 3/4 of voting rights
right to manage directors
Naomi Suzanne R.
Notified on 6 April 2016
Nature of control:
1/2 or less of voting rights
1/2 or less of shares

Accounts Documents

Account next due date 31 December 2024
Account last made up date 31 March 2023
Confirmation statement next due date 03 April 2024
Confirmation statement last made up date 20 March 2023
Annual Accounts 28 June 2016
Start Date For Period Covered By Report 2015-04-01
End Date For Period Covered By Report 2016-03-31
Date Approval Accounts 28 June 2016
Annual Accounts 18 May 2018
Start Date For Period Covered By Report 2017-04-01
End Date For Period Covered By Report 2018-03-31
Date Approval Accounts 18 May 2018
Annual Accounts
Start Date For Period Covered By Report 2018-04-01
End Date For Period Covered By Report 2019-03-31
Annual Accounts
Start Date For Period Covered By Report 2019-04-01
End Date For Period Covered By Report 2020-03-31
Annual Accounts
Start Date For Period Covered By Report 2020-04-01
End Date For Period Covered By Report 2021-03-31
Annual Accounts
Start Date For Period Covered By Report 2021-04-01
End Date For Period Covered By Report 2022-03-31
Annual Accounts
Start Date For Period Covered By Report 2022-04-01
End Date For Period Covered By Report 2023-03-31

Jobs and Vacancies at Apex Cb Financial Planning Ltd

Financial Services Administrator (full-time) in Holton Heath, posted on Friday 1st September 2017
Region / City Holton Heath
Salary From £20000.00 to £22500.00 per year
Job type permanent
Expiration date Friday 13th October 2017
 
Ifa Paraplanner / Administrator in Lytchett Minster, posted on Thursday 9th July 2015
Region / City Lytchett Minster
Salary From £17000.00 to £25000.00 per year
Job type permanent
Expiration date Friday 21st August 2015
 

Company filings

Filing category

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Accounts Address Annual return Capital Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
Free Download
On November 3, 2023 director's details were changed (CH01)
filed on: 3rd, November 2023
officers
Free Download Download filing (2 pages)

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Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
20
Company Age

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