Equinox Financial Planning Ltd in York, YO26 6RS

Description

Data updated on: 01-11-2023

This company known as Equinox Financial Planning was started on 2006-11-01 as a Private Limited Company. This company's headquarters may be gotten hold of in York on 3 Tudor Court, Opus Avenue, Nether Poppleton. When you have to get in touch with the business by mail, the area code is YO26 6RS. The office registration number for Equinox Financial Planning Ltd is 05984493. Although lately it's been known as Equinox Financial Planning Ltd, it had the name changed. The company was known under the name Pla2 until 2007-08-22, when the name was changed to Pen-life Wealth Management. The last transformation came on 2012-03-23. This company's declared SIC number is 64999 - Financial intermediation not elsewhere classified. Equinox Financial Planning Limited reported its latest accounts for the financial year up to 2022-12-31. The most recent confirmation statement was filed on 2022-11-01.

The info we gathered that details the firm's MDs implies the existence of two directors: Andrew R. and Philip M. who became a part of the team on 2006-11-01.

Previous company's names
Equinox Financial Planning Ltd 2012-03-23
Pen-life Wealth Management Ltd. 2007-08-22
Pla2 Ltd 2006-11-01

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-12-31	2012-12-31	2013-12-31	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth	154 444	177 043	222 165	295 056	246 758

Balance Sheet
Cash Bank On Hand						88 146	226 184	175 024	206 870	234 876	294 331	201 712
Current Assets	33 635	39 912	64 877	57 944	122 635	114 724	278 165	194 820	255 988	272 842	353 013	245 937
Debtors	24 223	37 562	33 172	57 263	51 932	26 578	51 981	19 796	49 118	37 966	58 682	44 225
Net Assets Liabilities						378 584	623 167	1 355 427
Property Plant Equipment								32 920	26 336	21 059	20 036
Other Debtors										872	5	3 213
Cash Bank In Hand	9 412	2 350	31 705	681	70 703
Net Assets Liabilities Including Pension Asset Liability	154 444	177 050	222 165	295 056	246 758

Capital & Reserves
Called Up Share Capital	99	99	99	99	99
Profit Loss Account Reserve	154 345	176 951	222 066	294 957	246 659
Shareholder Funds	154 444	177 043	222 165	295 056	246 758

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment									6 584	11 861	16 619	22 493
Amounts Owed To Group Undertakings						612 191	625 594	-639	41 279
Average Number Employees During Period									6	7	6	10
Bank Borrowings Overdrafts						204 139	83 234	125 383
Corporation Tax Payable						30 033	55 493	41 901	38 944
Creditors						221 522	100 617	168 220	84 067	77 731	88 696	39 669
Fixed Assets	1 235 381	1 235 381	1 235 381	1 235 381	1 235 381		1 235 381	1 328 827	26 336
Increase From Depreciation Charge For Year Property Plant Equipment									6 584	5 277	4 758	5 874
Investments Fixed Assets	1 235 381	1 235 381	1 235 381	1 235 381	1 235 381	1 235 381	1 235 381	1 295 907
Net Current Assets Liabilities	-135 256	-211 528	-273 377	-383 806	-668 033	-635 275	-511 597	26 600	171 921	195 111	264 317	206 268
Number Shares Issued Fully Paid							99
Other Creditors						17 383	17 383	1 557	43 036	46 693	45 252	3 510
Other Taxation Social Security Payable						18	18	18	41 031	31 895	43 444	36 159
Par Value Share		1					1
Property Plant Equipment Gross Cost								32 920	32 920	32 920	36 655	42 375
Total Additions Including From Business Combinations Property Plant Equipment								32 920			3 735	5 720
Total Assets Less Current Liabilities	1 100 125	1 023 853	962 004	851 575	567 348	600 106	723 784	1 355 427	198 257	216 170	284 353	226 150
Trade Debtors Trade Receivables						26 578	51 981	19 796	49 118	37 966	58 677	41 012
Creditors Due After One Year	945 681	846 803	739 839	556 519	320 590
Creditors Due Within One Year	168 891	251 447	338 254	441 750	790 668
Number Shares Allotted		99
Share Capital Allotted Called Up Paid	99	99

Company staff

Andrew R.

Role: Director

Appointed: 01 November 2006

Latest update: 17 April 2024

Philip M.

Role: Director

Appointed: 01 November 2006

Latest update: 17 April 2024

People with significant control

Executives who have control over this firm are as follows: Andrew R. owns 1/2 or less of company shares. Philip M. owns 1/2 or less of company shares. Julie W. owns 1/2 or less of company shares.

Andrew R.

Notified on 1 November 2016

Nature of control:

1/2 or less of shares

Philip M.

Notified on 1 November 2016

Nature of control:

1/2 or less of shares

Julie W.

Notified on 1 November 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	15 November 2023
Confirmation statement last made up date	01 November 2022

Annual Accounts 1 August 2013
Start Date For Period Covered By Report	2012-01-01
End Date For Period Covered By Report	2012-12-31
Date Approval Accounts	1 August 2013
Annual Accounts 11 July 2014
Start Date For Period Covered By Report	2013-01-01
End Date For Period Covered By Report	2013-12-31
Date Approval Accounts	11 July 2014
Annual Accounts 6 May 2015
Start Date For Period Covered By Report	2014-01-01
End Date For Period Covered By Report	2014-12-31
Date Approval Accounts	6 May 2015
Annual Accounts 26 August 2016
Start Date For Period Covered By Report	2015-01-01
End Date For Period Covered By Report	2015-12-31
Date Approval Accounts	26 August 2016
Annual Accounts
Start Date For Period Covered By Report	2017-01-01
End Date For Period Covered By Report	2017-12-31
Annual Accounts
Start Date For Period Covered By Report	2018-01-01
End Date For Period Covered By Report	2018-12-31
Annual Accounts
Start Date For Period Covered By Report	2019-01-01
End Date For Period Covered By Report	2019-12-31
Annual Accounts
Start Date For Period Covered By Report	01 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	01 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022

Equinox Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Andrew R.

Philip M.

Julie W.

Julie W.

People with significant control

Andrew R.

Philip M.

Julie W.

Accounts Documents

Company filings

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