Bourlet Financial Planning Limited in Wiltshire, SN13 0RP

Website

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www.bourletconsulting.com

Description

Data updated on: 01-11-2023

This particular Bourlet Financial Planning Limited company has been operating in this business for at least twenty one years, having started in 2003. Started with Companies House Reg No. 04939170, Bourlet Financial Planning is a Private Limited Company with office in Hartham Park, Wiltshire SN13 0RP. This enterprise's declared SIC number is 64999 which means Financial intermediation not elsewhere classified. March 31, 2023 is the last time when account status updates were filed.

When it comes to the limited company, a number of director's duties have been met by Robert J. and Roger B.. When it comes to these two people, Roger B. has supervised limited company for the longest time, having been a part of company's Management Board since 2003. In order to find professional help with legal documentation, the limited company has been utilizing the expertise of Michelle B. as a secretary since the appointment on 2003/10/21.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-03-31	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	60 476	80 886	160 308	202 025

Balance Sheet
Cash Bank On Hand					164 964	157 058	144 963	280 271	199 075	231 269	127 862
Current Assets	92 410	106 470	218 940	255 820	224 343	252 881	263 945	411 723	347 322	390 060	280 322
Debtors	23 839	35 230	47 642	55 288	59 379	95 823	118 982	131 452	150 973	158 791	152 460
Net Assets Liabilities					171 298	181 050	192 244	311 016	234 470	264 650	169 431
Other Debtors					5 384	21 477	5 163	5 731	5 638	4 508	8 685
Property Plant Equipment					6 334	8 107	11 649	12 825	11 321	12 793	13 820
Cash Bank In Hand	68 571	71 240	171 298	200 532
Tangible Fixed Assets	1 520	2 882	2 567	4 186

Capital & Reserves
Called Up Share Capital	1 000	1 010	1 010	1 063
Profit Loss Account Reserve	59 476	79 876	159 298	191 015
Shareholder Funds	60 476	80 886	160 308	202 025

Other Financial Data
Accrued Liabilities							1 494	1 713	8 826
Accrued Liabilities Deferred Income									8 825	6 642	7 477
Accumulated Depreciation Impairment Property Plant Equipment					12 120	15 369	24 305	28 342	33 813	39 323	31 270
Additions Other Than Through Business Combinations Property Plant Equipment						5 022		8 028	3 967
Amounts Owed To Related Parties						213
Average Number Employees During Period					6	7	7	8	9	10	10
Creditors					59 879	79 938	83 350	113 532	124 173	138 203	124 711
Depreciation Rate Used For Property Plant Equipment										25
Disposals Decrease In Depreciation Impairment Property Plant Equipment								-1 604			15 113
Disposals Property Plant Equipment								-2 815		699	16 088
Fixed Assets	1 967	3 329	3 014	5 133	6 834	8 107			11 321	12 793	13 820
Increase From Depreciation Charge For Year Property Plant Equipment						3 249		5 641	5 471	5 510	7 060
Net Current Assets Liabilities	58 509	77 557	157 294	196 892	164 464	172 943	180 595	298 191	223 149	251 857	155 611
Other Creditors					49 393	60 459	2 799	4 175	2 682	1 303	661
Prepayments							30 338	41 671	41 218
Prepayments Accrued Income									41 218	38 110	27 007
Property Plant Equipment Gross Cost					18 454	23 476	35 954	41 167	45 134	52 116	45 090
Taxation Social Security Payable						2 907	66 040	92 166	104 133	126 843	107 705
Total Additions Including From Business Combinations Property Plant Equipment										7 681	9 062
Total Assets Less Current Liabilities	60 476	80 886	160 308	202 025					234 470	264 650	169 431
Total Borrowings							1 500	1 362	1 903
Trade Creditors Trade Payables					10 486	16 359	11 517	14 116	9 356	3 415	8 868
Trade Debtors Trade Receivables					53 995	74 346	83 481	84 050	104 117	116 173	116 768
Useful Life Property Plant Equipment Years											4
Creditors Due Within One Year	33 901	28 913	61 646	58 928
Investments Fixed Assets	447	447	447	947
Number Shares Allotted		10	10	10
Par Value Share		1	1	1
Share Capital Allotted Called Up Paid	1 000	10	10	10
Share Premium Account				9 947
Tangible Fixed Assets Additions		2 322	540	1 867
Tangible Fixed Assets Cost Or Valuation	10 076	12 398	12 938	14 805
Tangible Fixed Assets Depreciation	8 556	9 516	10 371	10 619
Tangible Fixed Assets Depreciation Charged In Period		960	855	248

Company staff

Robert J.

Role: Director

Appointed: 01 June 2012

Latest update: 18 April 2024

Roger B.

Role: Director

Appointed: 21 October 2003

Latest update: 18 April 2024

Michelle B.

Role: Secretary

Appointed: 21 October 2003

Latest update: 18 April 2024

People with significant control

Executives who control the firm include: Roger B. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Michelle B. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Roger B.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Michelle B.

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	04 November 2024
Confirmation statement last made up date	21 October 2023

Annual Accounts 18 August 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	18 August 2014
Annual Accounts 2 July 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	2 July 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts 24 July 2013
End Date For Period Covered By Report	31 March 2013
Date Approval Accounts	24 July 2013

Bourlet Financial Planning Limited

General information

Name:

Office Address:

Contact information

Website

www.bourletconsulting.com

Description

Financial data based on annual reports

Company staff

Robert J.

Roger B.

Michelle B.

Michelle B.

Swift Incorporations Limited

People with significant control

Roger B.

Michelle B.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2013 - 2014

Name:

Address:

Post code:

City / Town:

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Bourlet Financial Planning Limited

General information

Name:

Office Address:

Contact information

Website

www.bourletconsulting.com

Description

Financial data based on annual reports

Company staff

Robert J.

Roger B.

Michelle B.

Michelle B.

Swift Incorporations Limited

People with significant control

Roger B.

Michelle B.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2013 - 2014

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2013 - 2014