Ism Wealth Planning LLP in Mansfield, NG18 1BL

Description

Data updated on: 01-11-2023

This particular Ism Wealth Planning LLP company has been in this business for at least seven years, having started in 2017. Started with Companies House Reg No. OC415476, Ism Wealth Planning LLP was set up as a Limited Liability Partnership with office in 42-44 Nottingham Road, Mansfield NG18 1BL. The business latest filed accounts documents provide detailed information about the period up to 2022-03-31 and the most recent confirmation statement was submitted on 2023-01-16.

Executives with significant control over the firm are: Ian M. has over 1/2 to 3/4 of voting rights. Donna M. has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency

Balance Sheet
Cash Bank On Hand	49 526	41 526	31 500	89 624	31 945	42 113
Property Plant Equipment	502	470	850	1 831	2 710

Other Financial Data
Accrued Liabilities	800	800	2 040	2 862	3 120	3 120
Accumulated Depreciation Impairment Property Plant Equipment	102	333	573	1 017	2 298	3 041
Creditors	800	800	2 040	49 212	3 120	3 120
Increase From Depreciation Charge For Year Property Plant Equipment	102	231	240	444	1 281	743
Net Current Assets Liabilities	48 726	40 726	29 460	40 412	28 825	38 993
Property Plant Equipment Gross Cost	604	803	1 423	2 848	5 008
Total Additions Including From Business Combinations Property Plant Equipment	604	199	620	1 425	2 160
Bank Borrowings Overdrafts				46 350

Company staff

Donna M.

Role: LLP Designated Member

Appointed: 17 January 2017

Latest update: 10 March 2024

Ian M.

Role: LLP Designated Member

Appointed: 17 January 2017

Latest update: 10 March 2024

People with significant control

Ian M.

Notified on 17 January 2017

Nature of control:

over 1/2 to 3/4 of voting rights

right to manage members

right to manage between 1/4 and 1/2 of surplus assets

Donna M.

Notified on 17 January 2017

Nature of control:

1/2 or less of voting rights

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	30 January 2024
Confirmation statement last made up date	16 January 2023

Annual Accounts
Start Date For Period Covered By Report	17 January 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023

Ism Wealth Planning LLP

General information

Office Address:

Description

Financial data based on annual reports

Company staff

Donna M.

Ian M.

People with significant control

Ian M.

Donna M.

Accounts Documents

Company filings

Filing category

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