Joseph F Stevens Financial Planning Limited in Ormskirk, L39 1LT

Description

Data updated on: 01-11-2023

08456186 is the reg. no. used by Joseph F Stevens Financial Planning Limited. This firm was registered as a Private Limited Company on 2013-03-21. This firm has been active on the market for the last eleven years. This company could be reached at 4 Heskin Hall Barn Off Heskin Lane in Ormskirk. The main office's area code assigned to this place is L39 1LT. The firm's classified under the NACE and SIC code 66220: Activities of insurance agents and brokers. 2022-03-31 is the last time the company accounts were filed.

When it comes to this particular business, the full scope of director's assignments have so far been done by Joseph S. who was formally appointed on 2013-03-21. Since 2013 Jane S., had been responsible for a variety of tasks within the business until the resignation eleven years ago. In order to support the directors in their duties, the abovementioned business has been using the skills of Jane S. as a secretary since the appointment on 2013-03-21.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-03-31	2015-03-31	2016-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	265	536	117

Balance Sheet
Cash Bank On Hand				17 679	53 206	82 538	98 936	93 483	82 858
Current Assets	23 556	25 363	10 436	61 286	84 330	173 094	173 276	170 544	219 081
Debtors				43 607	31 124	90 556	74 340	77 061	136 223
Net Assets Liabilities				42 149	64 039	141 389	157 583	155 556	188 468
Other Debtors				43 607	31 124	90 556	66 385	58 159	102 367
Property Plant Equipment				4 455	4 278	6 701	17 669	14 680	12 393
Cash Bank In Hand	23 556	25 363	10 436
Net Assets Liabilities Including Pension Asset Liability	265	438	116
Tangible Fixed Assets	1 510	2 361	2 175

Capital & Reserves
Called Up Share Capital	100	2	2
Profit Loss Account Reserve	165	436	115
Shareholder Funds	265	536	117

Other Financial Data
Accrued Liabilities				450	1 080	1 080	1 080	1 080	480
Accumulated Depreciation Impairment Property Plant Equipment				4 044	5 470	7 703	13 593	11 867	15 416
Additions Other Than Through Business Combinations Property Plant Equipment					1 249	4 656	16 858	3 783	3 628
Average Number Employees During Period				3	4	4	4	4	4
Creditors				23 592	24 569	38 406	33 362	29 668	41 653
Current Tax For Period				23 142	23 489	37 326	24 326	17 641	26 248
Deferred Tax Expense Credit Relating To Origination Reversal Timing Differences									1 353
Disposals Decrease In Depreciation Impairment Property Plant Equipment								-6 619	-1 500
Disposals Property Plant Equipment								-8 498	-2 366
Further Item Debtors Component Total Debtors							7 955	18 902	33 856
Increase From Depreciation Charge For Year Property Plant Equipment					1 426	2 233	5 890	4 893	5 049
Net Current Assets Liabilities	-1 245	-1 923	-2 059	37 694	59 761	134 688	139 914	140 876	177 428
Number Shares Issued Fully Paid				2	2	2	2	2	2
Par Value Share	1				1	1	1	1	1
Property Plant Equipment Gross Cost				8 499	9 748	14 404	31 262	26 547	27 809
Provisions For Liabilities Balance Sheet Subtotal									1 353
Taxation Social Security Payable				23 142	23 489	37 326	32 282	28 588	41 173
Tax Tax Credit On Profit Or Loss On Ordinary Activities								17 641	27 601
Total Assets Less Current Liabilities	265	536	116					155 556	189 821
Company Contributions To Money Purchase Plans Directors								40 000	105 000
Creditors Due Within One Year	24 801	27 286	12 495
Fixed Assets	1 510
Number Shares Allotted	100	100	2
Share Capital Allotted Called Up Paid	100	2	2
Tangible Fixed Assets Additions	2 014	1 637
Tangible Fixed Assets Cost Or Valuation	2 014	3 651	4 190
Tangible Fixed Assets Depreciation	504	1 290	2 015
Tangible Fixed Assets Depreciation Charged In Period	504	786
Value Shares Allotted		1	1

Company staff

Joseph S.

Role: Director

Appointed: 21 March 2013

Latest update: 12 December 2023

Jane S.

Role: Secretary

Appointed: 21 March 2013

Latest update: 12 December 2023

People with significant control

Joseph S. is the individual with significant control over this firm, has substantial control or influence over the company.

Joseph S.

Notified on 21 April 2016

Nature of control:

substantial control or influence

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	04 April 2024
Confirmation statement last made up date	21 March 2023

Annual Accounts 01 July 2014
Start Date For Period Covered By Report	2013-03-21
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	01 July 2014
Annual Accounts 17/11/2016
Start Date For Period Covered By Report	1 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	17/11/2016
Annual Accounts
Start Date For Period Covered By Report	1 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	1 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	2019-03-31
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	2020-03-31
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	2021-03-31
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	2022-03-31
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	2023-03-31
Annual Accounts 10/11/2015
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	10/11/2015

Joseph F Stevens Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Joseph S.

Jane S.

Jane S.

People with significant control

Joseph S.

Accounts Documents

Company filings

Filing category

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode