Financial Planning Strategies Limited

General information

Name:

Financial Planning Strategies Ltd

Office Address:

4 Lansdowne Terrace Gosforth NE3 1HN Newcaslte Upon Tyne

Number: 02090911

Incorporation date: 1987-01-19

End of financial year: 30 April

Category: Private Limited Company

Status: Active

Description

Data updated on:

Situated at 4 Lansdowne Terrace, Newcaslte Upon Tyne NE3 1HN Financial Planning Strategies Limited is classified as a Private Limited Company registered under the 02090911 Companies House Reg No. This firm was started thirty seven years ago. It has been already nineteen years that The company's business name is Financial Planning Strategies Limited, but until 2005 the name was St James's Wealth Management and before that, up till 26th May 2004 the business was known under the name Financial Planning Strategies. This means it has used five different names. This firm's principal business activity number is 96090 and has the NACE code: Other service activities not elsewhere classified. Financial Planning Strategies Ltd filed its latest accounts for the period up to 2022/04/30. The firm's most recent annual confirmation statement was released on 2023/10/10.

Currently, we can name only one managing director in the company: Roy P. (since 10th October 1991). For nearly one year Roy D., had been functioning as a director for this company till the resignation in 1992. What is more another director, namely Stuart G. gave up the position on 1st August 1992.

  • Previous company's names
  • Financial Planning Strategies Limited 2005-02-08
  • St James's Wealth Management Limited 2004-05-26
  • Financial Planning Strategies Limited 2000-11-03
  • Fiplan Limited 1995-11-17
  • Roy Stewart Perkins & Co. Limited 1987-01-19

Financial data based on annual reports

Company staff

Roy P.

Role: Secretary

Appointed: 12 October 2005

Latest update: 12 May 2024

Roy P.

Role: Director

Appointed: 10 October 1991

Latest update: 12 May 2024

People with significant control

Roy P. is the individual with significant control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Roy P.
Notified on 6 April 2016
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors

Accounts Documents

Account next due date 31 January 2024
Account last made up date 30 April 2022
Confirmation statement next due date 24 October 2024
Confirmation statement last made up date 10 October 2023
Annual Accounts 28 January 2015
Start Date For Period Covered By Report 01 May 2013
End Date For Period Covered By Report 30 April 2014
Date Approval Accounts 28 January 2015
Annual Accounts 18 January 2016
Start Date For Period Covered By Report 01 May 2014
End Date For Period Covered By Report 30 April 2015
Date Approval Accounts 18 January 2016
Annual Accounts
Start Date For Period Covered By Report 01 May 2015
End Date For Period Covered By Report 30 April 2016
Annual Accounts
Start Date For Period Covered By Report 01 May 2016
Annual Accounts
Start Date For Period Covered By Report 01 May 2017
End Date For Period Covered By Report 30 April 2018
Annual Accounts
Start Date For Period Covered By Report 01 May 2018
End Date For Period Covered By Report 30 April 2019
Annual Accounts
Start Date For Period Covered By Report 01 May 2019
End Date For Period Covered By Report 30 April 2020
Annual Accounts
Start Date For Period Covered By Report 01 May 2020
End Date For Period Covered By Report 30 April 2021
Annual Accounts
Start Date For Period Covered By Report 01 May 2021
End Date For Period Covered By Report 30 April 2022
Annual Accounts
Start Date For Period Covered By Report 01 May 2022
End Date For Period Covered By Report 30 April 2023
Annual Accounts 6 December 2013
End Date For Period Covered By Report 30 April 2013
Date Approval Accounts 6 December 2013
Annual Accounts
End Date For Period Covered By Report 30 April 2017

Company filings

Filing category

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Accounts Address Annual return Change of name Confirmation statement Incorporation Mortgage Officers
Free Download
Micro company financial statements for the year ending on Sun, 30th Apr 2023 (AA)
filed on: 10th, November 2023
accounts
Free Download Download filing (5 pages)

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Services (by SIC Code)

  • 96090 : Other service activities not elsewhere classified
37
Company Age

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