Baker Financial Planning Ltd in Manchester, M45 6AT

Description

Data updated on: 01-11-2023

This Baker Financial Planning Ltd firm has been offering its services for at least eighteen years, as it's been founded in 2006. Registered under the number 05920862, Baker Financial Planning was set up as a Private Limited Company with office in 146-148 Bury Old Road, Manchester M45 6AT. The company debuted under the name David Baker Insurance & Investment Consultants, but for the last 10 years has been on the market under the name Baker Financial Planning Ltd. This firm's SIC and NACE codes are 64999, that means Financial intermediation not elsewhere classified. Baker Financial Planning Limited released its account information for the financial period up to 2022-10-31. The company's latest confirmation statement was released on 2023-09-04.

According to the latest data, there seems to be a single managing director in the company: David B. (since 2006/09/03). That business had been overseen by Preyanun P. up until 2021.

Executives with significant control over the firm are: Preyanun P. owns 1/2 or less of company shares. David B. owns over 3/4 of company shares.

Previous company's names
Baker Financial Planning Ltd 2014-04-24
David Baker Insurance & Investment Consultants Ltd 2006-08-31

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-10-31	2012-10-31	2015-10-31	2016-10-31	2017-10-31	2018-10-31	2019-10-31	2020-10-31	2021-10-31	2022-10-31	2023-10-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	41 448	71 092	137 154	128 894

Balance Sheet
Cash Bank On Hand				85 456	217 142	95 252	61 906	40 034	130 772	61 738	52 421
Current Assets	108 923	121 801	148 541	141 530	306 630	199 404	313 299	329 545	289 382	372 705	394 410
Debtors		11 862	58 500	56 074	89 488	104 152	251 393	289 511	158 610	310 967	341 989
Net Assets Liabilities				128 894	261 514	285 237	339 813	360 663	360 653	371 520	393 911
Other Debtors				56 074	89 488	104 152	251 393	289 511	158 610	310 967	341 989
Property Plant Equipment				4 711	3 554	2 143	2 155	2 535	2 501	3 179	78 168
Cash Bank In Hand	108 923	109 939	90 041	85 456
Net Assets Liabilities Including Pension Asset Liability	41 448	71 092
Tangible Fixed Assets	685	582	4 450	4 711

Capital & Reserves
Called Up Share Capital	1	1	1	1
Profit Loss Account Reserve	41 447	71 091	137 153	128 893
Shareholder Funds	41 448	71 092	137 154	128 894

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment				3 027	4 528	6 039	7 307	8 242	9 179	10 609	16 983
Average Number Employees During Period							4	4	4	4	4
Bank Borrowings Overdrafts								46 339	42 585	37 409	5 400
Creditors				16 405	47 995	29 321	57 338	46 339	42 585	37 409	48 735
Fixed Assets	685	582			3 554	115 565	84 261	110 233	132 958	55 843	132 614
Increase From Depreciation Charge For Year Property Plant Equipment					1 501	1 511	1 268	935	937	1 430	6 374
Investments Fixed Assets						113 422	82 106	107 698	130 457	52 664	54 446
Net Current Assets Liabilities	40 887	70 634	133 594	125 125	258 635	170 083	255 961	297 251	270 755	353 690	329 450
Number Shares Issued Fully Paid					1	1
Other Creditors				2 334	1 819	15 041	36 872	15 586	313	4 564	43 335
Other Investments Other Than Loans								107 698	130 457	52 664	54 446
Other Taxation Social Security Payable				13 783	45 766	13 780	19 755	12 402	13 097	9 267	1 384
Par Value Share				1	1	1
Property Plant Equipment Gross Cost				7 738	8 082	8 182	9 462	10 777	11 680	13 788	95 151
Provisions For Liabilities Balance Sheet Subtotal				942	675	411	409	482	475	604	19 418
Total Additions Including From Business Combinations Property Plant Equipment					344	100	1 280	1 315	903	2 108	81 363
Total Assets Less Current Liabilities	41 572	71 216	138 044	129 836	262 189	285 648	340 222	407 484	403 713	409 533	462 064
Trade Creditors Trade Payables				288	410	500	711	645	-346
Creditors Due Within One Year Total Current Liabilities	68 036	51 167
Provisions For Liabilities Charges	124	124	890	942
Tangible Fixed Assets Cost Or Valuation	1 352	1 352
Tangible Fixed Assets Depreciation	667	770
Tangible Fixed Assets Depreciation Charge For Period		103
Creditors Due Within One Year			14 947	16 405
Number Shares Allotted				1
Share Capital Allotted Called Up Paid			1	1

Company staff

David B.

Role: Director

Appointed: 03 September 2006

Latest update: 16 April 2024

Preyanun P.

Role: Director

Appointed: 01 December 2020

Resigned: 25 June 2021

Latest update: 16 April 2024

Natelie B.

Role: Secretary

Appointed: 01 January 2010

Resigned: 21 December 2011

Latest update: 16 April 2024

Sybil B.

Role: Secretary

Appointed: 03 September 2006

Resigned: 01 January 2010

Latest update: 16 April 2024

People with significant control

Preyanun P.

Notified on 30 September 2020

Nature of control:

1/2 or less of shares

David B.

Notified on 30 June 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 July 2024
Account last made up date	31 October 2022
Confirmation statement next due date	18 September 2024
Confirmation statement last made up date	04 September 2023

Annual Accounts 22 November 2016
Start Date For Period Covered By Report	2015-11-01
End Date For Period Covered By Report	2016-10-31
Date Approval Accounts	22 November 2016
Annual Accounts
Start Date For Period Covered By Report	2016-11-01
End Date For Period Covered By Report	2017-10-31
Annual Accounts
Start Date For Period Covered By Report	2017-11-01
End Date For Period Covered By Report	2018-10-31
Annual Accounts
Start Date For Period Covered By Report	2018-11-01
End Date For Period Covered By Report	2019-10-31
Annual Accounts
Start Date For Period Covered By Report	2019-11-01
End Date For Period Covered By Report	2020-10-31
Annual Accounts
Start Date For Period Covered By Report	2020-11-01
End Date For Period Covered By Report	2021-10-31
Annual Accounts
Start Date For Period Covered By Report	2021-11-01
End Date For Period Covered By Report	2022-10-31
Annual Accounts
Start Date For Period Covered By Report	2022-11-01
End Date For Period Covered By Report	2023-10-31

Baker Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David B.

Preyanun P.

Natelie B.

Sybil B.

People with significant control

Preyanun P.

David B.

Accounts Documents

Company filings

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