Planet 3 Wealth Limited in Swansea, SA4 8SR

Description

Data updated on: 01-11-2023

Planet 3 Wealth Limited can be found at Swansea at 112a St. Teilo Street. You can find the firm using the area code - SA4 8SR. Planet 3 Wealth's founding dates back to 2015. This enterprise is registered under the number 09907087 and their status at the time is active. Founded as Hedley Financial Planning, the firm used the business name up till 2016-03-02, at which point it got changed to Planet 3 Wealth Limited. This enterprise's declared SIC number is 65300: Pension funding. The most recent accounts describe the period up to Monday 31st October 2022 and the most recent confirmation statement was filed on Saturday 10th December 2022.

This limited company owes its success and permanent development to three directors, namely Richard S., Christopher M. and Paul R., who have been in charge of the firm for 9 years.

Executives who have control over this firm are as follows: Christopher M. owns 1/2 or less of company shares. Richard S. owns 1/2 or less of company shares. Paul R. owns 1/2 or less of company shares.

Previous company's names
Planet 3 Wealth Limited 2016-03-02
Hedley Financial Planning Limited 2015-12-08

Financial data based on annual reports

Profit & Loss
Date of Accounts	2017-10-31	2018-10-31	2019-10-31	2020-10-31	2021-10-31	2022-10-31	2023-10-31
Currency

Balance Sheet
Cash Bank On Hand	81 874	73 244	68 633	128 236	119 041	136 792	81 104
Current Assets	86 571	80 191	87 247	197 340	275 617	277 240	227 509
Debtors	4 697	6 947	18 614	17 222	15 308	12 928	14 536
Net Assets Liabilities	105 642	91 605	98 240	136 047	194 412	188 595	142 625
Other Debtors	4 697	6 947	18 614	17 222	15 308	12 928	14 536
Property Plant Equipment	4 564	5 454	5 846	3 873	4 075	3 966	2 227

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets	4 500	13 500	22 500	31 500	40 500	49 500	58 500
Accumulated Depreciation Impairment Property Plant Equipment	1 141	2 515	4 591	6 755	9 361	11 051	12 870
Amortisation Rate Used For Intangible Assets		5	5	5	5	5	5
Average Number Employees During Period			2	2	5	6	7
Bank Borrowings Overdrafts				50 000	50 000	13 810	13 490
Corporation Tax Payable	45 056	42 035	35 011
Creditors	47 224	45 450	61 184	122 496	129 965	99 368	96 243
Current Asset Investments				51 882	141 268	127 520	131 869
Depreciation Rate Used For Property Plant Equipment		20	20	20	20	20	20
Fixed Assets	90 064	81 954	73 346	62 373	53 575	44 466	33 727
Increase From Amortisation Charge For Year Intangible Assets		9 000	9 000	9 000	9 000	9 000	9 000
Increase From Depreciation Charge For Year Property Plant Equipment		1 374	2 076	2 165	2 605	1 690	1 819
Intangible Assets	85 500	76 500	67 500	58 500	49 500	40 500	31 500
Intangible Assets Gross Cost	90 000	90 000	90 000	90 000	90 000	90 000	90 000
Net Current Assets Liabilities	39 347	34 741	26 063	74 844	145 652	177 872	131 266
Other Creditors	1 787	1 134	25 624	26 309	26 472	27 956	2 784
Other Taxation Social Security Payable	318	2 281	549	46 187	53 493	57 602	79 969
Pension Other Post-employment Benefit Costs Other Pension Costs			1 369	44 914	72 863	34 876	8 597
Property Plant Equipment Gross Cost	5 708	7 969	10 437	10 629	13 435	15 017	15 097
Provisions For Liabilities Balance Sheet Subtotal	912	1 090	1 169	1 170	4 815	2 182	3 174
Staff Costs Employee Benefits Expense			89 496	111 598	140 929	123 184	119 005
Total Additions Including From Business Combinations Property Plant Equipment						1 582	80
Total Assets Less Current Liabilities	129 411	116 695	99 409	137 217	199 227	222 338	164 993
Trade Creditors Trade Payables	63
Wages Salaries			88 127	66 684	68 066	88 308	110 408
Advances Credits Directors			24 000
Advances Credits Made In Period Directors			24 000

Company staff

Richard S.

Role: Director

Appointed: 08 December 2015

Latest update: 5 February 2024

Richard S.

Role: Secretary

Appointed: 08 December 2015

Latest update: 5 February 2024

Christopher M.

Role: Director

Appointed: 08 December 2015

Latest update: 5 February 2024

Paul R.

Role: Director

Appointed: 08 December 2015

Latest update: 5 February 2024

People with significant control

Christopher M.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Richard S.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Paul R.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 July 2024
Account last made up date	31 October 2022
Confirmation statement next due date	24 December 2023
Confirmation statement last made up date	10 December 2022

Annual Accounts
Start Date For Period Covered By Report	2017-11-01
End Date For Period Covered By Report	31/10/2018
Annual Accounts
Start Date For Period Covered By Report	2018-11-01
End Date For Period Covered By Report	31/10/2019
Annual Accounts
Start Date For Period Covered By Report	2019-11-01
End Date For Period Covered By Report	31/10/2020
Annual Accounts
Start Date For Period Covered By Report	2020-11-01
End Date For Period Covered By Report	31/10/2021
Annual Accounts
Start Date For Period Covered By Report	2021-11-01
End Date For Period Covered By Report	31/10/2022
Annual Accounts
Start Date For Period Covered By Report	2022-11-01
End Date For Period Covered By Report	31/10/2023

Planet 3 Wealth Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Richard S.

Richard S.

Christopher M.

Paul R.

People with significant control

Christopher M.

Richard S.

Paul R.

Accounts Documents

Company filings

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