Axis Financial Planning Limited

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General information

Name:

Axis Financial Planning Ltd

Office Address:

C/o Apex Financial Services 220 Wharfedale Road Winnersh RG41 5TP Wokingham

Number: 03816687

Incorporation date: 1999-07-30

End of financial year: 15 October

Category: Private Limited Company

Status: Active

Description

Data updated on:

Based in C/o Apex Financial Services 220 Wharfedale Road, Wokingham RG41 5TP Axis Financial Planning Limited is classified as a Private Limited Company with 03816687 registration number. The company was established on 30th July 1999. The firm is known as Axis Financial Planning Limited. It should be noted that this company also operated as A & J Financial Planning until the company name was replaced 25 years from now. The firm's declared SIC number is 65300 and has the NACE code: Pension funding. The latest filed accounts documents cover the period up to 2021-10-15 and the latest confirmation statement was released on 2023-07-14.

The company has just one managing director currently running this particular firm, specifically Matthew J. who's been doing the director's duties since 30th July 1999. Since 2017 Matthew J., had performed the duties for this specific firm up until the resignation in May 2020. Additionally a different director, including Diane J. resigned in 2021.

  • Previous company's names
  • Axis Financial Planning Limited 1999-08-06
  • A & J Financial Planning Limited 1999-07-30

Financial data based on annual reports

Company staff

Matthew J.

Role: Director

Appointed: 15 October 2021

Latest update: 14 March 2024

People with significant control

The companies with significant control over this firm are: Apex Financial Services & Wealth Management Ltd owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Cheltenham at Herrick Way, Staverton, GL51 6TQ and was registered as a PSC under the reg no 13153437.

Apex Financial Services & Wealth Management Ltd
Address: Midway House Herrick Way, Staverton, Cheltenham, GL51 6TQ, England
Legal authority Companies House 2006
Legal form Private Limited Company
Country registered England And Wales
Place registered Companies House
Registration number 13153437
Notified on 15 October 2021
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors
Diane J.
Notified on 1 November 2016
Ceased on 15 October 2021
Nature of control:
1/2 or less of voting rights
1/2 or less of shares
Alan J.
Notified on 6 April 2016
Ceased on 15 October 2021
Nature of control:
1/2 or less of voting rights
right to manage directors
1/2 or less of shares

Accounts Documents

Account next due date 15 July 2023
Account last made up date 15 October 2021
Confirmation statement next due date 28 July 2024
Confirmation statement last made up date 14 July 2023
Annual Accounts
Start Date For Period Covered By Report 2020-01-01
End Date For Period Covered By Report 2020-12-31
Annual Accounts
Start Date For Period Covered By Report 2021-01-01
End Date For Period Covered By Report 2021-10-15
Annual Accounts
Start Date For Period Covered By Report 16 October 2021
End Date For Period Covered By Report 15 October 2022

Company filings

Filing category

Hide filing type
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Officers Persons with significant control
Free Download
Total exemption full company accounts data drawn up to Sat, 15th Oct 2022 (AA)
filed on: 21st, December 2023
accounts
Free Download Download filing (7 pages)

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Services (by SIC Code)

  • 65300 : Pension funding
  • 65110 : Life insurance
24
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