Simple Financial Advice Limited

General information

Name:

Simple Financial Advice Ltd

Office Address:

Westminster House 10 Westminster Road SK10 1BX Macclesfield

Number: 05893692

Incorporation date: 2006-08-01

End of financial year: 31 October

Category: Private Limited Company

Status: Active

Description

Data updated on:

Simple Financial Advice came into being in 2006 as a company enlisted under no 05893692, located at SK10 1BX Macclesfield at Westminster House. This company has been in business for eighteen years and its official status is active. This company has a history in registered name changing. Previously this firm had two other names. Up to 2017 this firm was prospering under the name of Simple Desk Based Advisers and before that its official company name was J W Financial Planning. The firm's declared SIC number is 66290: Other activities auxiliary to insurance and pension funding. October 31, 2022 is the last time the company accounts were filed.

This firm owes its achievements and constant growth to a group of two directors, namely Erica W. and John W., who have been in charge of it for two years.

Executives who have control over the firm are as follows: Erica W. owns over 3/4 of company shares and has 3/4 to full of voting rights. John W. owns over 3/4 of company shares and has 3/4 to full of voting rights.

  • Previous company's names
  • Simple Financial Advice Limited 2017-04-07
  • Simple Desk Based Advisers Limited 2016-11-24
  • J W Financial Planning Limited 2006-08-01

Financial data based on annual reports

Company staff

Erica W.

Role: Director

Appointed: 01 August 2022

Latest update: 22 March 2024

Erica W.

Role: Secretary

Appointed: 01 April 2015

Latest update: 22 March 2024

John W.

Role: Director

Appointed: 01 August 2006

Latest update: 22 March 2024

People with significant control

Erica W.
Notified on 6 April 2016
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors
John W.
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 July 2024
Account last made up date 31 October 2022
Confirmation statement next due date 15 May 2024
Confirmation statement last made up date 01 May 2023
Annual Accounts 3 March 2017
Start Date For Period Covered By Report 01 September 2015
End Date For Period Covered By Report 31 October 2016
Date Approval Accounts 3 March 2017
Annual Accounts
Start Date For Period Covered By Report 01 November 2016
End Date For Period Covered By Report 31 October 2017
Annual Accounts
Start Date For Period Covered By Report 01 November 2017
End Date For Period Covered By Report 31 October 2018
Annual Accounts
Start Date For Period Covered By Report 01 November 2018
End Date For Period Covered By Report 31 October 2019
Annual Accounts
Start Date For Period Covered By Report 01 November 2019
End Date For Period Covered By Report 31 October 2020
Annual Accounts
Start Date For Period Covered By Report 01 November 2020
End Date For Period Covered By Report 31 October 2021
Annual Accounts
Start Date For Period Covered By Report 01 November 2021
End Date For Period Covered By Report 31 October 2022
Annual Accounts
Start Date For Period Covered By Report 01 November 2022
End Date For Period Covered By Report 31 October 2023

Company filings

Filing category

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Accounts Address Annual return Capital Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
Free Download
Total exemption full accounts record for the accounting period up to 2022/10/31 (AA)
filed on: 20th, June 2023
accounts
Free Download Download filing (6 pages)

Additional Information

HQ address,
2016

Address:

1 Park Street

Post code:

SK11 6SR

City / Town:

Macclesfield

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Services (by SIC Code)

  • 66290 : Other activities auxiliary to insurance and pension funding
17
Company Age

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