Chapel Court Wealth Planning Limited in Leamington Spa, CV32 5LA

Description

Data updated on: 01-11-2023

Chapel Court Wealth Planning Limited can be contacted at 23-25 Waterloo Place, Warwick Street, in Leamington Spa. The company's area code is CV32 5LA. Chapel Court Wealth Planning has been operating in this business for the last 26 years. The company's registration number is 03571896. Even though currently it is referred to as Chapel Court Wealth Planning Limited, it was not always so. It was known as Leyland Properties until August 24, 1998, at which point the name got changed to Burgis & Bullock Financial Services. The last transformation came on June 21, 2011. This company's principal business activity number is 65120 which stands for Non-life insurance. Its latest filed accounts documents describe the period up to 30th June 2022 and the most recent annual confirmation statement was submitted on 28th May 2023.

As mentioned in the following company's directors directory, since March 2, 2009 there have been three directors: Jonathan F., Grant H. and Wende H..

Previous company's names
Chapel Court Wealth Planning Limited 2011-06-21
Burgis & Bullock Financial Services Limited 1998-08-24
Leyland Properties Limited 1998-05-28

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-06-30	2013-06-30	2014-06-30	2015-06-30	2016-06-30	2017-06-30	2018-06-30	2019-06-30	2020-06-30	2021-06-30	2022-06-30	2023-06-30
Currency
Net Worth	-15 735	-58 681	35 022	78 183	57 921

Balance Sheet
Current Assets	61 291	20 090	91 968	85 809	62 921	32 921	1 962	1 962	3	3	1 962	1 962
Net Assets Liabilities					57 921	27 921	-3 038	-3 038	3	3	-3 038
Cash Bank In Hand	15 422	4 600	63 168	85 809	26 515
Debtors	40 869	14 490	28 800		36 406
Net Assets Liabilities Including Pension Asset Liability	-15 735	-58 684
Stocks Inventory	5 000	1 000

Capital & Reserves
Called Up Share Capital	2	3	3	3	3
Profit Loss Account Reserve	-15 737	-58 687	35 019	78 180	57 918
Shareholder Funds	-15 735	-58 681	35 022	78 183	57 921

Other Financial Data
Creditors					5 000	5 000	5 000	5 000	5 000	5 000	5 000	5 000
Net Current Assets Liabilities	54 265	11 316			57 921	27 921	-3 038	-3 038	3	3	-3 038
Total Assets Less Current Liabilities	54 265	11 319	35 022	78 183	57 921				3	3
Creditors Due After One Year	40 000	40 000
Creditors Due Within One Year	7 026	8 774	56 946	7 626	5 000
Number Shares Allotted	2	3	3	3	3
Par Value Share		1	1	1	1
Provisions For Liabilities Charges	30 000	30 000
Share Capital Allotted Called Up Paid	2	3	3	3	3

Role: Corporate Nominee Secretary

Appointed: 28 May 1998

Resigned: 08 June 1998

Address: Hove, East Sussex, BN3 4QD

Latest update: 22 April 2024

Brighton Director Limited

Role: Corporate Nominee Director

Appointed: 28 May 1998

Resigned: 08 June 1998

Address: Hove, East Sussex, BN3 4QD

Latest update: 22 April 2024

People with significant control

Executives with significant control over this firm are: Grant H. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Wende H. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Jonathan F. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Grant H.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Wende H.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Jonathan F.

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 March 2024
Account last made up date	30 June 2022
Confirmation statement next due date	11 June 2024
Confirmation statement last made up date	28 May 2023

Annual Accounts 31 March 2014
Start Date For Period Covered By Report	2012-07-01
End Date For Period Covered By Report	2013-06-30
Date Approval Accounts	31 March 2014
Annual Accounts 30 March 2015
Start Date For Period Covered By Report	2013-07-01
End Date For Period Covered By Report	2014-06-30
Date Approval Accounts	30 March 2015
Annual Accounts 30 March 2016
Start Date For Period Covered By Report	2014-07-01
End Date For Period Covered By Report	2015-06-30
Date Approval Accounts	30 March 2016
Annual Accounts 29 March 2017
Start Date For Period Covered By Report	2015-07-01
End Date For Period Covered By Report	2016-06-30
Date Approval Accounts	29 March 2017
Annual Accounts
Start Date For Period Covered By Report	2016-07-01
End Date For Period Covered By Report	2017-06-30
Annual Accounts
Start Date For Period Covered By Report	2017-07-01
End Date For Period Covered By Report	2018-06-30
Annual Accounts
Start Date For Period Covered By Report	2018-07-01
End Date For Period Covered By Report	2019-06-30
Annual Accounts
Start Date For Period Covered By Report	2019-07-01
End Date For Period Covered By Report	2020-06-30
Annual Accounts
Start Date For Period Covered By Report	2020-07-01
End Date For Period Covered By Report	2021-06-30
Annual Accounts
Start Date For Period Covered By Report	2021-07-01
End Date For Period Covered By Report	2022-06-30
Annual Accounts
Start Date For Period Covered By Report	2022-07-01
End Date For Period Covered By Report	2023-06-30

Chapel Court Wealth Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Jonathan F.

Grant H.

Wende H.

Peter D.

Robert J.

Christopher W.

Jonathan M.

Jonathan M.

John P.

Brighton Secretary Limited

Brighton Director Limited

People with significant control

Grant H.

Wende H.

Jonathan F.

Accounts Documents

Company filings

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