Financial Expert Independent Ltd in Crewe, CW2 7EF

Description

Data updated on: 01-11-2023

Financial Expert Independent Ltd with Companies House Reg No. 07779372 has been in this business field for thirteen years. The Private Limited Company can be found at 3 Chester Bridge, , Crewe and company's postal code is CW2 7EF. The firm is recognized as Financial Expert Independent Ltd. Moreover this company also was listed as Financial Expert Ifa up till the name was replaced eight years from now. The firm's Standard Industrial Classification Code is 66220 meaning Activities of insurance agents and brokers. The business most recent financial reports were submitted for the period up to 30th May 2022 and the most recent annual confirmation statement was released on 13th September 2023.

According to the latest update, there is a solitary director in the company: Julita N. (since 14th January 2016). That limited company had been managed by Robert S. till January 2016. As a follow-up a different director, namely Piotr N. gave up the position seven years ago.

Julita N. is the individual who has control over this firm, owns over 3/4 of company shares.

Previous company's names
Financial Expert Independent Ltd 2016-01-13
Financial Expert Ifa Ltd 2011-09-19

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-05-31	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-30	2021-05-31	2022-05-30	2023-05-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	14 091	11 337	8 594	6 786	8 037

Balance Sheet
Cash Bank On Hand						4	8	441	60 097	81 851	81 851	27 402	41 048
Current Assets	16 448	14 419	14 721	12 821	6 174	6 178	6 282	6 733	66 487	126 355	126 355	53 576	67 222
Debtors	8 769	11 681	11 950	10 050	6 174	6 174	6 274	6 292	6 390	44 504	44 504	26 174	26 174
Net Assets Liabilities					8 037	6 178	6 127	6 141	10 901	62 487	62 487	998	20 136
Other Debtors							1 100	1 100		20 000	20 000	21 000	21 000
Property Plant Equipment					1 863
Cash Bank In Hand	7 679	2 738	2 771	2 771
Net Assets Liabilities Including Pension Asset Liability	14 091	11 337	8 594	6 786	8 037
Tangible Fixed Assets	1 095	1 677	1 173	669	1 863

Capital & Reserves
Called Up Share Capital	1 000	1 000	1 000	1 000	1 000
Profit Loss Account Reserve	13 091	10 337	7 594	5 786	7 037
Shareholder Funds	14 091	11 337	8 594	6 786	8 037

Other Financial Data
Version Production Software								2 021	2 022			2 024	2 023
Accumulated Depreciation Impairment Property Plant Equipment					2 868	4 731	4 731	4 731	4 731		4 731	4 731	4 731
Amounts Owed By Group Undertakings Participating Interests					6 174	6 174	5 174	4 374	5 174	5 174	5 174	5 174	5 174
Amounts Owed To Group Undertakings Participating Interests									800	800	800	800	800
Average Number Employees During Period						1	1
Bank Borrowings									40 000	40 000	40 000	30 000	30 019
Bank Borrowings Overdrafts							155		10 000	10 156	10 156	10 000
Creditors							155	592	14 212	23 868	23 868	22 578	4 489
Increase From Depreciation Charge For Year Property Plant Equipment						1 863
Net Current Assets Liabilities	12 996	9 660	7 421	6 117	6 174	6 178	6 127	6 141	52 275	102 487	102 487	30 998	62 733
Nominal Value Allotted Share Capital					1 000	1 000	1 000	1 000	1 000	1 000	1 000	1 000	1 000
Number Shares Allotted	1 000	1 000	1 000	1 000	1 000	1 000	1 000	1 000	1 000		1 000	1 000	1 000
Par Value Share	1	1	1	1	1	1	1	1	1		1	1	1
Property Plant Equipment Gross Cost					4 731	4 731	4 731	4 731	4 731		4 731	4 731	4 731
Taxation Social Security Payable									1 374	11 813	11 813	11 778	4 489
Total Assets Less Current Liabilities	14 091	11 337	8 594					6 141	52 275	102 487	102 487	30 998	62 733
Trade Creditors Trade Payables								592	3 412	1 099	1 099
Trade Debtors Trade Receivables								818	1 216	19 330	19 330
Creditors Due Within One Year	3 452	4 759	7 300	6 704
Fixed Assets	1 095	1 677	1 173
Share Capital Allotted Called Up Paid	1 000	1 000	1 000	1 000	1 000
Tangible Fixed Assets Additions	1 095	865			2 771
Tangible Fixed Assets Cost Or Valuation	1 095	1 960	1 960	1 960	4 731
Tangible Fixed Assets Depreciation		283	787	1 291	2 868
Tangible Fixed Assets Depreciation Charged In Period		283	504	504	1 577

Company staff

Julita N.

Role: Director

Appointed: 14 January 2016

Latest update: 5 January 2024

Robert S.

Role: Director

Appointed: 20 January 2016

Resigned: 21 January 2016

Latest update: 5 January 2024

Piotr N.

Role: Director

Appointed: 19 September 2011

Resigned: 31 March 2017

Latest update: 5 January 2024

Julita N.

Role: Director

Appointed: 19 September 2011

Resigned: 01 December 2012

Latest update: 5 January 2024

People with significant control

Julita N.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Piotr N.

Notified on 6 April 2016

Ceased on 31 March 2017

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	29 February 2024
Account last made up date	30 May 2022
Confirmation statement next due date	27 September 2024
Confirmation statement last made up date	13 September 2023

Annual Accounts 23 March 2013
Start Date For Period Covered By Report	2011-09-19
End Date For Period Covered By Report	2012-05-31
Date Approval Accounts	23 March 2013
Annual Accounts 18 February 2014
Start Date For Period Covered By Report	2012-06-01
End Date For Period Covered By Report	2013-05-31
Date Approval Accounts	18 February 2014
Annual Accounts 24 February 2015
Start Date For Period Covered By Report	2013-06-01
End Date For Period Covered By Report	2014-05-31
Date Approval Accounts	24 February 2015
Annual Accounts 16 February 2017
Start Date For Period Covered By Report	1 June 2015
End Date For Period Covered By Report	31 May 2016
Date Approval Accounts	16 February 2017
Annual Accounts
Start Date For Period Covered By Report	1 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	1 June 2017
End Date For Period Covered By Report	31 May 2018
Annual Accounts
Start Date For Period Covered By Report	1 June 2018
End Date For Period Covered By Report	31 May 2019
Annual Accounts
Start Date For Period Covered By Report	1 June 2019
End Date For Period Covered By Report	31 May 2020
Annual Accounts
Start Date For Period Covered By Report	1 June 2020
End Date For Period Covered By Report	31 May 2021
Annual Accounts
Start Date For Period Covered By Report	1 June 2021
End Date For Period Covered By Report	30 May 2022
Annual Accounts
Start Date For Period Covered By Report	31 May 2022
End Date For Period Covered By Report	30 May 2023
Annual Accounts 15 February 2016
End Date For Period Covered By Report	31 May 2015
Date Approval Accounts	15 February 2016

Financial Expert Independent Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Julita N.

Robert S.

Piotr N.

Julita N.

People with significant control

Julita N.

Piotr N.

Accounts Documents

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