Casey Financial Planning Limited in Birmingham, B27 7NX

Description

Data updated on: 01-11-2023

08082892 - reg. no. of Casey Financial Planning Limited. The company was registered as a Private Limited Company on Friday 25th May 2012. The company has been active on the British market for the last twelve years. This company can be found at Holbeche House 437 Shirley Road Acocks Green in Birmingham. The head office's postal code assigned is B27 7NX. Its present name is Casey Financial Planning Limited. The company's previous customers may know this firm also as Cj Casey, which was in use up till Monday 25th January 2021. The company's SIC and NACE codes are 64999 and has the NACE code: Financial intermediation not elsewhere classified. The firm's most recent accounts were submitted for the period up to May 31, 2022 and the most recent confirmation statement was filed on July 12, 2023.

For twelve years, this particular company has only been overseen by one director: Ciaran C. who has been with it since Friday 25th May 2012.

Ciaran C. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Previous company's names
Casey Financial Planning Limited 2021-01-25
Cj Casey Limited 2012-05-25

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	2 759	-3 998	274	1 050

Balance Sheet
Current Assets	3 779	6 344	15 260	20 838	23 578	25 528	25 867	17 975	48 450	45 347	43 803
Net Assets Liabilities				1 050	2 366	116	2 233	360	836	2 240	14 059
Cash Bank In Hand	328	1 160	3 927	10 077
Debtors	3 451	5 184	11 333	10 761
Net Assets Liabilities Including Pension Asset Liability	2 759	-3 998	274	1 050
Tangible Fixed Assets	710	451	354	229

Capital & Reserves
Called Up Share Capital	1	1	1	1
Profit Loss Account Reserve	2 758	-3 999	273	1 049
Shareholder Funds	2 759	-3 998	274	1 050

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal				1 307	1 943	1 200	1 200	1 200	1 475	1 900	2 125
Average Number Employees During Period						1	2	2	3	3	3
Creditors				11 000	13 545	16 556	15 710	11 281	25 282	39 846	36 511
Fixed Assets				229	2 077	1 766	1 501	1 276	95 457	94 289	113 933
Net Current Assets Liabilities	2 049	66	5 716	9 838	10 033	8 972	10 157	6 694	23 168	5 501	7 292
Provisions For Liabilities Balance Sheet Subtotal				7 710	7 801	9 422	8 225	6 410	7 077	12 486	16 271
Total Assets Less Current Liabilities	2 759	517	6 070	10 067	12 110	10 738	11 658	7 970	118 625	99 790	121 225
Advances Credits Directors	3 451	5 184	11 333	10 823	9 513
Advances Credits Made In Period Directors	19 846	42 383	46 479			51 271
Advances Credits Repaid In Period Directors	16 395	40 650	40 330			60 784
Amount Specific Advance Or Credit Directors			11 333	10 761	9 513
Amount Specific Advance Or Credit Made In Period Directors				56 197	64 340
Amount Specific Advance Or Credit Repaid In Period Directors				56 769	65 588
Creditors Due Within One Year	1 730	6 278	9 544	12 307
Number Shares Allotted	1	1	1	100
Par Value Share	1	1	1	1
Provisions For Liabilities Charges		4 515	5 796	7 710
Share Capital Allotted Called Up Paid	1	1	1	1
Tangible Fixed Assets Additions	1 000		214
Tangible Fixed Assets Cost Or Valuation	1 000	1 000	1 214
Tangible Fixed Assets Depreciation	290	549	860	985
Tangible Fixed Assets Depreciation Charged In Period	290	259	311	125

Company staff

Ciaran C.

Role: Director

Appointed: 25 May 2012

Latest update: 27 February 2024

People with significant control

Ciaran C.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	29 February 2024
Account last made up date	31 May 2022
Confirmation statement next due date	26 July 2024
Confirmation statement last made up date	12 July 2023

Annual Accounts
Start Date For Period Covered By Report	01 June 2013
Annual Accounts 17 August 2015
Start Date For Period Covered By Report	01 June 2014
End Date For Period Covered By Report	31 May 2015
Date Approval Accounts	17 August 2015
Annual Accounts 1 December 2016
Start Date For Period Covered By Report	01 June 2015
End Date For Period Covered By Report	31 May 2016
Date Approval Accounts	1 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts 25th February 2014
End Date For Period Covered By Report	31 May 2013
Date Approval Accounts	25th February 2014
Annual Accounts 18 November 2014
End Date For Period Covered By Report	31 May 2014
Date Approval Accounts	18 November 2014

Casey Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Ciaran C.

People with significant control

Ciaran C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2013

Address:

Post code:

City / Town:

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

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Accountant/Auditor,
2015 - 2013

Name:

Address:

Post code:

City / Town:

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Casey Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Ciaran C.

People with significant control

Ciaran C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Accountant/Auditor, 2015 - 2013

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2013

HQ address,
2014

HQ address,
2015

HQ address,
2016

Accountant/Auditor,
2015 - 2013