Brookfield Financial Planning Ltd in Altrincham, WA15 8GZ

Description

Data updated on: 01-11-2023

The day the firm was registered is Wed, 26th Sep 2001. Started under company registration number 04294288, this firm is considered a Private Limited Company. You can reach the headquarters of the firm during its opening hours at the following location: Moss House Moss Lane, WA15 8GZ Altrincham. This enterprise's SIC and NACE codes are 64999 meaning Financial intermediation not elsewhere classified. 2022/08/31 is the last time company accounts were filed.

The details describing this specific enterprise's personnel shows that there are two directors: Claire M. and Nicholas M. who joined the company's Management Board on Sat, 20th Dec 2008. In order to support the directors in their duties, the abovementioned business has been using the skills of Claire M. as a secretary since December 2008.

Executives who have control over the firm are as follows: Nicholas M. owns 1/2 or less of company shares. Claire M. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-08-31	2014-08-31	2015-08-31	2016-08-31	2017-08-31	2018-08-31	2019-08-31	2020-08-31	2021-08-31	2022-08-31	2023-08-31
Currency
Net Worth	214 581	164 701	139 660	48 084

Balance Sheet
Cash Bank In Hand	298 323	224 269	230 341	145 097
Cash Bank On Hand				145 097	205 156	144 628	113 604	187 895	196 174	364 101	279 605
Current Assets	341 216	241 369	261 769	178 647	241 187	318 737	343 947	304 841	416 592	381 548	328 311
Debtors	42 893	17 100	31 428	33 550	36 031	174 109	230 343	116 946	220 418	17 447	48 706
Net Assets Liabilities				48 084	35 348	79 326	120 922	102 501	119 094	140 134	110 995
Net Assets Liabilities Including Pension Asset Liability	214 581	164 701	139 660	48 084
Other Debtors				33 550	36 031				220 418	17 447
Property Plant Equipment				13 874	11 697	11 691	10 258	9 015	8 030	7 246
Tangible Fixed Assets	821	20 379	16 700	13 874

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	214 481	164 601	139 560	47 984
Shareholder Funds	214 581	164 701	139 660	48 084

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment				24 954	27 131	29 108	30 682	31 925	32 910	33 694	57 228
Average Number Employees During Period					7	7	7	7	7	8	7
Creditors				142 437	216 049	249 617	232 070	46 667	36 723	27 204	17 446
Creditors Due Within One Year	127 456	93 716	136 252	142 437
Increase From Depreciation Charge For Year Property Plant Equipment					2 177	1 977	1 574	1 243	985	784	23 534
Net Current Assets Liabilities	213 760	147 653	125 517	36 210	25 138	69 120	111 877	141 130	148 577	160 733	48 123
Number Shares Allotted		96	96	95
Other Creditors				18 702	26 293				22 794	24 548
Other Taxation Social Security Payable				123 735	189 756				234 572	185 617
Par Value Share		1	1	1
Property Plant Equipment Gross Cost				38 828	38 828	40 799	40 940	40 940	40 940	40 940	155 478
Provisions For Liabilities Balance Sheet Subtotal				2 000	1 487	1 485	1 213	977	790	641	17 932
Provisions For Liabilities Charges		3 331	2 557	2 000
Share Capital Allotted Called Up Paid	96	96	96	95
Tangible Fixed Assets Additions		24 940
Tangible Fixed Assets Cost Or Valuation	13 888	38 828	38 828
Tangible Fixed Assets Depreciation	13 067	18 449	22 128	24 954
Tangible Fixed Assets Depreciation Charged In Period		5 382	3 679	2 826
Total Additions Including From Business Combinations Property Plant Equipment						1 971	141				114 538
Total Assets Less Current Liabilities	214 581	168 032	142 217	50 084	36 835	80 811	122 135	150 145	156 607	167 979	146 373
Advances Credits Directors	16 000
Advances Credits Made In Period Directors	16 000
Advances Credits Repaid In Period Directors	4 800
Bank Borrowings Overdrafts									36 723	27 204
Trade Creditors Trade Payables									1	2

Company staff

Claire M.

Role: Secretary

Appointed: 20 December 2008

Latest update: 12 March 2024

Claire M.

Role: Director

Appointed: 20 December 2008

Latest update: 12 March 2024

Nicholas M.

Role: Director

Appointed: 20 December 2008

Latest update: 12 March 2024

Sheila M.

Role: Director

Appointed: 01 September 2002

Resigned: 20 December 2008

Latest update: 12 March 2024

Anthony M.

Role: Secretary

Appointed: 01 September 2002

Resigned: 20 December 2008

Latest update: 12 March 2024

Form 10 Secretaries Fd Ltd

Role: Corporate Nominee Secretary

Appointed: 26 September 2001

Resigned: 15 October 2001

Address: Salford, Manchester, Lancashire, M7 4AS

Latest update: 12 March 2024

Form 10 Directors Fd Ltd

Role: Corporate Nominee Director

Appointed: 26 September 2001

Resigned: 15 October 2001

Address: Salford, Manchester, Lancashire, M7 4AS

Latest update: 12 March 2024

People with significant control

Nicholas M.

Notified on 26 September 2016

Nature of control:

1/2 or less of shares

Claire M.

Notified on 26 September 2016

Nature of control:

1/2 or less of shares

Accounts Documents

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

Annual Accounts 17 April 2015
Start Date For Period Covered By Report	01 September 2013
End Date For Period Covered By Report	31 August 2014
Date Approval Accounts	17 April 2015
Annual Accounts 22 January 2016
Start Date For Period Covered By Report	01 September 2014
End Date For Period Covered By Report	31 August 2015
Date Approval Accounts	22 January 2016
Annual Accounts 21 October 2016
Start Date For Period Covered By Report	01 September 2015
End Date For Period Covered By Report	31 August 2016
Date Approval Accounts	21 October 2016
Annual Accounts
Start Date For Period Covered By Report	01 September 2016
End Date For Period Covered By Report	31 August 2017
Annual Accounts
Start Date For Period Covered By Report	01 September 2017
End Date For Period Covered By Report	31 August 2018
Annual Accounts
Start Date For Period Covered By Report	01 September 2018
End Date For Period Covered By Report	31 August 2019
Annual Accounts
Start Date For Period Covered By Report	01 September 2019
End Date For Period Covered By Report	31 August 2020
Annual Accounts
Start Date For Period Covered By Report	01 September 2020
End Date For Period Covered By Report	31 August 2021
Annual Accounts
Start Date For Period Covered By Report	01 September 2021
End Date For Period Covered By Report	31 August 2022
Annual Accounts
Start Date For Period Covered By Report	01 September 2022
End Date For Period Covered By Report	31 August 2023

Brookfield Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Claire M.

Claire M.

Nicholas M.

Sheila M.

Anthony M.

Form 10 Secretaries Fd Ltd

Form 10 Directors Fd Ltd

People with significant control

Nicholas M.

Claire M.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2014 - 2015

Name:

Address:

Post code:

City / Town:

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Services (by SIC Code)

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Brookfield Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Claire M.

Claire M.

Nicholas M.

Sheila M.

Anthony M.

Form 10 Secretaries Fd Ltd

Form 10 Directors Fd Ltd

People with significant control

Nicholas M.

Claire M.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2014 - 2015

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2014 - 2015