David Clift Financial Planning Limited in Reading, RG31 5EA

Description

Data updated on: 01-11-2023

David Clift Financial Planning started conducting its business in the year 2013 as a Private Limited Company registered with number: 08470772. This particular company has been functioning for eleven years and it's currently active. The company's headquarters is located in Reading at 15 Childrey Way. Anyone could also locate the company by its zip code, RG31 5EA. The company's declared SIC number is 66190 meaning Activities auxiliary to financial intermediation n.e.c.. David Clift Financial Planning Ltd released its account information for the period that ended on 31st March 2022. The most recent annual confirmation statement was released on 10th January 2023.

According to the data we have, the following firm was incorporated in April 2013 and has so far been overseen by two directors.

Executives who have control over the firm are as follows: David C. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Helen C. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency
Net Worth	358	86

Balance Sheet
Cash Bank On Hand		866	2 097	7 403
Current Assets	23 250	10 063	27 062	16 203	24 809	19 360	19 593	86 182	92 261	54 230
Debtors	22 276	9 197	24 965	8 800
Net Assets Liabilities			7 499	1 910	170	-1 470	1 028	39 075	43 384	6 478
Cash Bank In Hand	974	866
Other Debtors		9 197	24 965

Capital & Reserves
Called Up Share Capital	100	10
Profit Loss Account Reserve	258	76
Shareholder Funds	358	86

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal			-1 556	-1 213	-1 536	-1 680	-1 377	-2 525	-1 375	-622
Average Number Employees During Period			2	2	2	3	3	2	2	2
Creditors		9 977	19 564	13 080	23 103	19 150	17 188	44 582	24 667	20 667
Total Assets Less Current Liabilities	358	86	7 498	3 123	1 706	210	2 405	41 600	69 426	27 767
Amount Specific Advance Or Credit Directors	1 661	25	5 045	5 388	-9 004	10 601	7 744	29 082	35 441	23 928
Amount Specific Advance Or Credit Made In Period Directors		12 292	26 722	25 411	16 880	63 245	41 948	31 043	45 357	48 791
Amount Specific Advance Or Credit Repaid In Period Directors		10 656	21 652	-25 068	-31 272	-43 640	-44 805	-9 705	-38 997	-60 304
Creditors Due Within One Year	22 892	9 977
Dividends Paid		23 550	48 579
Net Current Assets Liabilities	358	86	7 498
Number Shares Allotted	100	100
Other Creditors		3 890	1 556
Other Taxation Social Security Payable		6 087	18 008
Par Value Share	1	1
Profit Loss		23 368	55 991
Share Capital Allotted Called Up Paid	100	10
Advances Credits Directors	1 661	25

Company staff

David C.

Role: Director

Appointed: 03 April 2013

Latest update: 6 April 2024

Helen C.

Role: Director

Appointed: 03 April 2013

Latest update: 6 April 2024

People with significant control

David C.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

right to manage directors

Helen C.

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 2023
Account last made up date	31 March 2022
Confirmation statement next due date	24 January 2024
Confirmation statement last made up date	10 January 2023

Annual Accounts
Start Date For Period Covered By Report	03 April 2013
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 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
End Date For Period Covered By Report	31 March 2014
Annual Accounts
End Date For Period Covered By Report	31 March 2016
Annual Accounts 21 August 2014
Date Approval Accounts	21 August 2014
Annual Accounts 16 December 2015
Date Approval Accounts	16 December 2015

David Clift Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David C.

Helen C.

People with significant control

David C.

Helen C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

Accountant/Auditor,
2015 - 2014

Name:

Address:

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David Clift Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David C.

Helen C.

People with significant control

David C.

Helen C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

Accountant/Auditor, 2015 - 2014

Name:

Address:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2014

HQ address,
2015

Accountant/Auditor,
2015 - 2014