Fiscal Wealth Planning Limited in Tamworth, B79 9DU

Description

Data updated on: 01-11-2023

Fiscal Wealth Planning Limited can be contacted at Tamworth at Oakdene 91 Main Road. Anyone can search for the firm by referencing its post code - B79 9DU. Fiscal Wealth Planning's incorporation dates back to 2019. This enterprise is registered under the number 12001761 and company's current status is active. This enterprise's SIC code is 64999 : Financial intermediation not elsewhere classified. The company's latest annual accounts detail the period up to Tue, 31st May 2022 and the most current annual confirmation statement was released on Tue, 16th May 2023.

In this particular business, all of director's duties have so far been performed by Leanne H. who was designated to this position in 2019 in May.

Leanne H. is the individual who has control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2020-05-31	2021-05-31	2022-05-31	2023-05-31
Currency

Balance Sheet
Cash Bank On Hand	11 374	15 729	30 624	32 114
Current Assets	11 379	15 739	30 624	35 813
Debtors				3 699
Net Assets Liabilities	8 371	6 403	17 933	24 801
Other Debtors				3 699
Property Plant Equipment	573	19 453	14 970

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment	286	6 932	12 225	16 510
Average Number Employees During Period	2	2	2	1
Bank Borrowings		23 000	19 730	15 274
Bank Borrowings Overdrafts		19 729	15 274	10 706
Creditors	3 472	19 729	15 274	10 706
Increase From Depreciation Charge For Year Property Plant Equipment	286	6 646	5 293	4 285
Net Current Assets Liabilities	7 907	10 375	21 081	25 353
Other Creditors	2 010	2 093	2 513	2 618
Other Taxation Social Security Payable	1 462		2 574	3 274
Property Plant Equipment Gross Cost	859	26 385	27 195	29 046
Provisions For Liabilities Balance Sheet Subtotal	109	3 696	2 844	2 382
Total Additions Including From Business Combinations Property Plant Equipment	859	25 526	810	1 851
Total Assets Less Current Liabilities	8 480	29 828	36 051	37 889
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal	5	10

Company staff

Leanne H.

Role: Director

Appointed: 17 May 2019

Latest update: 6 February 2024

People with significant control

Leanne H.

Notified on 17 May 2019

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	29 February 2024
Account last made up date	31 May 2022
Confirmation statement next due date	30 May 2024
Confirmation statement last made up date	16 May 2023

Annual Accounts
Start Date For Period Covered By Report	17 May 2019
End Date For Period Covered By Report	31 May 2020
Annual Accounts
Start Date For Period Covered By Report	01 June 2020
End Date For Period Covered By Report	31 May 2021
Annual Accounts
Start Date For Period Covered By Report	01 June 2021
End Date For Period Covered By Report	31 May 2022
Annual Accounts
Start Date For Period Covered By Report	01 June 2022
End Date For Period Covered By Report	31 May 2023

Fiscal Wealth Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Leanne H.

People with significant control

Leanne H.

Accounts Documents

Company filings

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