Money Tree Financial Planning Ltd in Wolverhampton, WV4 4JN

Description

Data updated on: 01-11-2023

Money Tree Financial Planning is a business with it's headquarters at WV4 4JN Wolverhampton at 17a Orton Grove. The company was set up in 2013 and is established under the registration number 08724451. The company has been actively competing on the UK market for eleven years now and the official state is active. This company's principal business activity number is 64999 and has the NACE code: Financial intermediation not elsewhere classified. The company's most recent accounts cover the period up to 2023-03-31 and the most current annual confirmation statement was released on 2023-10-09.

Right now, this particular limited company is controlled by just one managing director: Ian M., who was appointed on 2013-10-09. The limited company had been governed by Catherine M. until 2013-11-01.

Executives with significant control over the firm are: Ian M. owns 1/2 or less of company shares. Catherine M. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency
Net Worth	5	5 159	5 159

Balance Sheet
Cash Bank In Hand	11 899	13 173	19 328
Cash Bank On Hand			19 328	26 694	51 986	33 074	21 531	17 613	15 903	19 275
Current Assets	11 899	19 320	32 316	29 890	54 322	33 074	31 813	22 305	23 800	27 430
Debtors		6 147	12 988	3 196	2 336		10 282	4 692	7 897	8 155
Intangible Fixed Assets	19 333	15 333	11 333
Net Assets Liabilities			5 159	5 159	22 658	9 720	6 108	373	1 736
Property Plant Equipment			231	6 300	5 733	4 441	3 618	4 371	3 531	3 216
Tangible Fixed Assets	947	507	231

Capital & Reserves
Called Up Share Capital	2	2	2
Profit Loss Account Reserve	3	5 157	5 157
Shareholder Funds	5	5 159	5 159

Other Financial Data
Accrued Liabilities				7 940	7 940	7 971	8 012	8 100	8 179	8 174
Accumulated Amortisation Impairment Intangible Assets			8 667	12 667	16 667	20 000	20 000	20 000	20 000
Accumulated Depreciation Impairment Property Plant Equipment			771	1 835	2 916	4 208	5 031	6 345	7 870	9 814
Average Number Employees During Period			2	2	2	2		2	3	3
Creditors			38 721	37 745	40 240	27 464	28 992	25 811	25 595	30 585
Creditors Due Within One Year	32 174	30 001	38 721
Dividends Paid				37 544
Fixed Assets	20 280	15 840	11 564	13 633	9 066	4 441	3 618	4 371	3 531	3 216
Increase From Amortisation Charge For Year Intangible Assets				4 000	4 000	3 333
Increase From Depreciation Charge For Year Property Plant Equipment				1 064	1 081	1 292	823	1 314	1 525	1 944
Intangible Assets			11 333	7 333	3 333
Intangible Assets Gross Cost			20 000	20 000	20 000	20 000	20 000	20 000	20 000
Intangible Fixed Assets Additions	20 000
Intangible Fixed Assets Aggregate Amortisation Impairment	667	4 667	8 667
Intangible Fixed Assets Amortisation Charged In Period	667	4 000	4 000
Intangible Fixed Assets Cost Or Valuation	20 000	20 000
Net Current Assets Liabilities	-20 275	-10 681	-6 405	-7 855	14 082	5 610	2 821	-3 506	-1 795	-3 155
Number Shares Allotted	2	2	2
Number Shares Issued Fully Paid				2	2	2	2	2	2	2
Other Creditors			27 973	28 832
Other Taxation Social Security Payable			10 748	8 913	21 036	18 986	20 340	16 684	14 417	13 345
Par Value Share	1	1	1	1	1	1	1	1	1	1
Profit Loss				37 544
Property Plant Equipment Gross Cost			1 002	8 135	8 649	8 649	8 649	10 716	11 401	13 030
Provisions For Liabilities Balance Sheet Subtotal				619	490	331	331	492
Share Capital Allotted Called Up Paid	2	2	2
Tangible Fixed Assets Additions	1 002
Tangible Fixed Assets Cost Or Valuation	1 002	1 002
Tangible Fixed Assets Depreciation	55	495	771
Tangible Fixed Assets Depreciation Charged In Period	55	440	276
Total Additions Including From Business Combinations Property Plant Equipment				7 133	514			2 067	685	1 629
Total Assets Less Current Liabilities	5	5 159	5 159	5 778	23 148	10 051	6 439	865	1 736	61
Trade Debtors Trade Receivables			12 988	3 196	2 336		10 282	3 060	4 955	1 000

Company staff

Ian M.

Role: Director

Appointed: 09 October 2013

Latest update: 12 February 2024

People with significant control

Ian M.

Notified on 9 October 2016

Nature of control:

1/2 or less of shares

Catherine M.

Notified on 9 October 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	23 October 2024
Confirmation statement last made up date	09 October 2023

Annual Accounts 15 July 2014
Start Date For Period Covered By Report	09 October 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	15 July 2014
Annual Accounts 12 October 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	12 October 2015
Annual Accounts 8 June 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	8 June 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 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

Money Tree Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Ian M.

Catherine M.

People with significant control

Ian M.

Catherine M.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2014

Name:

Address:

Post code:

City / Town:

Accountant/Auditor,
2016 - 2015

Name:

Address:

Post code:

City / Town:

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Money Tree Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Ian M.

Catherine M.

People with significant control

Ian M.

Catherine M.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2014

Name:

Address:

Post code:

City / Town:

Accountant/Auditor, 2016 - 2015

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2014

Accountant/Auditor,
2016 - 2015