Clearwater Independent Financial Planning Limited in Preston, PR4 5EB

Description

Data updated on: 01-11-2023

Clearwater Independent Financial Planning began its business in the year 2013 as a Private Limited Company with reg. no. 08763324. This particular business has been prospering for eleven years and the present status is active. This company's head office is situated in Preston at 10 Chapel Lane. Anyone can also find the company using the postal code of PR4 5EB. The firm began under the name Park Farm Independent Financial Planning, but for the last 9 years has been on the market under the name Clearwater Independent Financial Planning Limited. The enterprise's Standard Industrial Classification Code is 66190: Activities auxiliary to financial intermediation n.e.c.. Clearwater Independent Financial Planning Ltd released its account information for the period that ended on March 31, 2023. Its latest annual confirmation statement was released on May 7, 2023.

There seems to be just one director now supervising this specific firm, namely Deborah C. who's been performing the director's responsibilities for eleven years. Since November 2013 Duncan C., had been supervising the firm up to the moment of the resignation in December 2018.

Previous company's names
Clearwater Independent Financial Planning Limited 2015-01-30
Park Farm Independent Financial Planning Limited 2013-11-05

Financial data based on annual reports

Profit & Loss
Date of Accounts	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	2024-03-31
Currency
Net Worth	13 758	792

Balance Sheet
Cash Bank In Hand	53 132	70 599
Cash Bank On Hand		70 599	75 744	92 974	116 249	89 030	90 644	114 222	167 035	190 767
Current Assets	57 282	70 599	77 744	97 768	121 338	95 541	96 982	120 846	170 914	194 834
Debtors	4 150		2 000	4 794	5 089	6 511	6 338	6 624	3 879	4 067
Intangible Fixed Assets	40 000	30 000
Net Assets Liabilities		792	26 883	73 572	96 255	97 667	94 212
Net Assets Liabilities Including Pension Asset Liability	13 758	792
Other Debtors				2 794	3 089
Property Plant Equipment		1 542	22 597	22 817	20 236	17 695	15 218	12 769	11 025	9 019
Tangible Fixed Assets	1 118	1 542

Capital & Reserves
Called Up Share Capital	100	100
Profit Loss Account Reserve	13 658	692
Shareholder Funds	13 758	792

Other Financial Data
Accrued Liabilities					1 590	2 121	1 914	2 282	4 626	4 381
Accumulated Amortisation Impairment Intangible Assets		20 000	30 000	40 000	50 000	50 000		50 000	50 000
Accumulated Depreciation Impairment Property Plant Equipment		666	3 814	7 205	9 786	12 971	15 897	18 346	20 606	22 612
Additional Provisions Increase From New Provisions Recognised			154
Average Number Employees During Period			6	5	5	2	1	1	1	1
Capital Commitments			11 500
Corporation Tax Payable					22 840	11 778	14 557	20 812	23 461	35 443
Creditors		101 041	92 996	56 556	44 829	13 899	16 603	29 128	53 021	49 311
Creditors Due Within One Year	84 578	101 041
Dividends Paid				30 000	72 000
Fixed Assets	41 118	31 542	42 597	32 817	20 236	17 695	15 218	12 769	11 025	9 019
Increase From Amortisation Charge For Year Intangible Assets			10 000	10 000	10 000
Increase From Depreciation Charge For Year Property Plant Equipment			3 148	3 391	2 582	3 185	2 926		2 260	2 006
Intangible Assets		30 000	20 000	10 000
Intangible Assets Gross Cost		50 000	50 000	50 000	50 000	50 000		50 000	50 000
Intangible Fixed Assets Aggregate Amortisation Impairment	10 000	20 000
Intangible Fixed Assets Amortisation Charged In Period	10 000	10 000
Intangible Fixed Assets Cost Or Valuation	50 000
Net Current Assets Liabilities	-27 296	-30 442	-15 252	41 212	76 509	81 642	80 379	91 718	117 893	145 523
Number Shares Allotted	100	100
Number Shares Issued Fully Paid						100	100		100	100
Other Creditors		94 378	73 904	38 000	21 440
Other Taxation Social Security Payable		6 662	19 092	18 556	399		98			553
Par Value Share	1	1				1	1		1	1
Prepayments					3 089	6 511	6 338	6 624	3 879	4 067
Profit Loss				76 689	94 681
Property Plant Equipment Gross Cost		2 208	26 411	20 114	30 022	30 666	31 115	31 115	31 631
Provisions		308	462		490	1 670	1 385
Provisions For Liabilities Balance Sheet Subtotal		308	462	457	490	1 670	1 385
Provisions For Liabilities Charges	64	308
Share Capital Allotted Called Up Paid	100	100
Tangible Fixed Assets Additions	1 398	810
Tangible Fixed Assets Cost Or Valuation	1 398	2 208
Tangible Fixed Assets Depreciation	280	666
Tangible Fixed Assets Depreciation Charged In Period	280	386
Total Additions Including From Business Combinations Property Plant Equipment			24 203	3 611		644	449		516
Total Assets Less Current Liabilities	13 822	1 100	27 345	74 029	96 745	99 337	95 597	104 487	128 918	154 542
Trade Creditors Trade Payables		1
Trade Debtors Trade Receivables			2 000	2 000	2 000
Additional Provisions Increase From New Provisions Recognised In Profit Or Loss						1 180	-285
Intangible Fixed Assets Additions	50 000

Company staff

Deborah C.

Role: Director

Appointed: 05 November 2013

Latest update: 26 January 2024

People with significant control

Deborah C. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Deborah C.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Duncan C.

Notified on 6 April 2016

Ceased on 25 December 2018

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	21 May 2024
Confirmation statement last made up date	07 May 2023

Annual Accounts 26 May 2015
Start Date For Period Covered By Report	2013-11-05
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	26 May 2015
Annual Accounts 31 October 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	31 October 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
Annual Accounts
Start Date For Period Covered By Report	01 April 2023
End Date For Period Covered By Report	31 March 2024

Clearwater Independent Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Deborah C.

Duncan C.

People with significant control

Deborah C.

Duncan C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

Clearwater Independent Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Deborah C.

Duncan C.

People with significant control

Deborah C.

Duncan C.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2016