Clear Solutions (financial Planning) Ltd in Alcester, B49 5PN

Description

Data updated on: 01-11-2023

Clear Solutions (financial Planning) started its operations in the year 2002 as a Private Limited Company with reg. no. 04438750. This particular business has been prospering for 23 years and it's currently active. This company's head office is located in Alcester at 1 Park View. You can also locate this business using its area code : B49 5PN. It 's been eleven years since It's registered name is Clear Solutions (financial Planning) Ltd, but till 2014 the business name was Informed Choice (midlands) and before that, until 2007-09-03 the company was known as Integral Financial Solutions. It means this company used three other names. The company's registered with SIC code 66220 which stands for Activities of insurance agents and brokers. The business latest filed accounts documents cover the period up to May 31, 2022 and the latest confirmation statement was filed on May 14, 2023.

In order to meet the requirements of its clients, this particular firm is continually taken care of by a group of two directors who are Victoria W. and Eifion W.. Their constant collaboration has been of pivotal importance to this specific firm since May 2023.

Previous company's names
Clear Solutions (financial Planning) Ltd 2014-01-17
Informed Choice (midlands) Ltd 2007-09-03
Integral Financial Solutions Ltd 2002-05-14

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-05-31	2012-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31	2024-05-31
Currency
Net Worth	20 724	-5 386

Balance Sheet
Cash Bank On Hand			12 936	38 108	40 234	26 155	45 833	59 695	50 772	9 298	838
Current Assets	37 954	47 785	43 964	62 904	59 886	52 031	68 010	69 417	69 612	43 557	31 576
Debtors	14 066	11 208	31 028	24 796	19 652	25 876	22 177	9 722	18 840	1 005	3 239
Net Assets Liabilities			26 933	40 432	42 679	42 690	55 377	49 436	53 616	39 685	28 561
Other Debtors			1 475	37	37	37	37	37	808	3 040
Property Plant Equipment			2 533	1 305	1 138	1 430	1 660	795	222	2 094	1 077
Cash Bank In Hand	23 888	36 577
Net Assets Liabilities Including Pension Asset Liability	20 724	-5 386
Tangible Fixed Assets	1 050	696

Capital & Reserves
Called Up Share Capital	1 000	1 000
Profit Loss Account Reserve	19 724	-6 386
Shareholder Funds	20 724	-5 386

Other Financial Data
Version Production Software											25
Accumulated Depreciation Impairment Property Plant Equipment			8 844	10 705	11 888	12 643	13 832	14 697	15 270	16 307	17 324
Additions Other Than Through Business Combinations Property Plant Equipment				633	1 016	1 047	1 419			2 909
Amounts Owed To Related Parties			9 191	2 691	191	191	191	7 000	10 000
Average Number Employees During Period			1	1	1	1	1	1	3	2	2
Creditors			19 564	23 777	18 345	10 771	14 293	20 776	16 218	5 966	4 092
Increase From Depreciation Charge For Year Property Plant Equipment				1 861	1 183	755	1 189	865	573	1 037	1 017
Net Current Assets Liabilities	19 674	-6 082	24 400	39 127	41 541	41 260	53 717	48 641	53 394	37 591	27 484
Number Shares Issued Fully Paid				1 000	1 000	1 000	1 000	1 000	1 000	1 000
Other Creditors			9 015	15 902	14 786	8 353	13 065	10 792	6 362	1 810
Par Value Share					1	1	1	1	1	1
Prepayments				1 490	1 468	1 470	1 920	2 060	2 060	1 266
Property Plant Equipment Gross Cost			11 377	12 010	13 026	14 073	15 492	15 492	15 492	18 401	18 401
Taxation Social Security Payable			288	2 282	1 236	3 038	925	1 243
Trade Creditors Trade Payables			1 070	2 902	2 132	-811	112	1 741	-144	4 157
Trade Debtors Trade Receivables			29 553	23 269	18 147	24 369	20 220	7 625	15 972	-3 300
Amount Specific Advance Or Credit Directors			9 191	2 691	191	191	191	7 000	10 000
Amount Specific Advance Or Credit Made In Period Directors			8 000			20 000		7 000	30 000
Amount Specific Advance Or Credit Repaid In Period Directors				-6 500	-2 500	-20 000		-191	-27 000	-10 000
Current Asset Investments										33 254	33 977
Fixed Assets	1 050	696								2 094	1 077
Total Assets Less Current Liabilities	20 724	-5 386								39 685	28 561
Creditors Due Within One Year	18 280	53 867
Tangible Fixed Assets Cost Or Valuation	5 100	5 100
Tangible Fixed Assets Depreciation	4 050	4 404
Tangible Fixed Assets Depreciation Charged In Period		354

Company staff

Victoria W.

Role: Director

Appointed: 24 May 2023

Latest update: 10 April 2025

Victoria W.

Role: Secretary

Appointed: 14 May 2002

Latest update: 10 April 2025

Eifion W.

Role: Director

Appointed: 14 May 2002

Latest update: 10 April 2025

People with significant control

Executives who have control over the firm are as follows: Victoria W. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Eifion W. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Victoria W.

Notified on 1 June 2022

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Eifion W.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	29 February 2024
Account last made up date	31 May 2022
Confirmation statement next due date	28 May 2024
Confirmation statement last made up date	14 May 2023

Annual Accounts 22 February 2013
Start Date For Period Covered By Report	2011-06-01
End Date For Period Covered By Report	2012-05-31
Date Approval Accounts	22 February 2013
Annual Accounts
Start Date For Period Covered By Report	2016-06-01
End Date For Period Covered By Report	2017-05-31
Annual Accounts
Start Date For Period Covered By Report	2017-06-01
End Date For Period Covered By Report	2018-05-31
Annual Accounts
Start Date For Period Covered By Report	2018-06-01
End Date For Period Covered By Report	2019-05-31
Annual Accounts
Start Date For Period Covered By Report	2019-06-01
End Date For Period Covered By Report	2020-05-31
Annual Accounts
Start Date For Period Covered By Report	2020-06-01
End Date For Period Covered By Report	2021-05-31
Annual Accounts
Start Date For Period Covered By Report	2021-06-01
End Date For Period Covered By Report	2022-05-31
Annual Accounts
Start Date For Period Covered By Report	2022-06-01
End Date For Period Covered By Report	2023-05-31
Annual Accounts
Start Date For Period Covered By Report	1-6-2023
End Date For Period Covered By Report	31-5-2024

Clear Solutions (financial Planning) Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Victoria W.

Victoria W.

Eifion W.

People with significant control

Victoria W.

Eifion W.

Accounts Documents

Company filings

Filing category

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