Fairway Financial Planning Limited in Birmingham, B17 9SY

Description

Data updated on: 01-11-2023

Fairway Financial Planning Limited, a Private Limited Company, that is based in 68 Wentworth Road, Birmingham. The company's located in B17 9SY. This firm exists since December 6, 2010. The company's reg. no. is 07461184. The company currently known as Fairway Financial Planning Limited was known under the name Phillips Financial until September 23, 2021 at which point the name was changed. This company's Standard Industrial Classification Code is 66190 - Activities auxiliary to financial intermediation n.e.c.. Fairway Financial Planning Ltd released its latest accounts for the financial period up to 2022-12-31. The company's latest annual confirmation statement was released on 2022-12-06.

In order to meet the requirements of their customer base, this firm is permanently being taken care of by a number of two directors who are David B. and Christopher P.. Their mutual commitment has been of cardinal use to the firm since September 2021.

Previous company's names
Fairway Financial Planning Limited 2021-09-23
Phillips Financial Limited 2010-12-06

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-12-31	2012-12-31	2013-12-31	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	32 550	50 961	49 274	87 797	136 084

Balance Sheet
Cash Bank In Hand	87 406	18 423	47 974	100 038	63 963
Current Assets				100 038	106 963	114 144	51 162	121 820	117 480	20 917	88 359	152 601
Debtors					43 000
Intangible Fixed Assets	180 000	160 000	140 000	120 000	100 000
Tangible Fixed Assets		1 138	568	1 439	1 079

Capital & Reserves
Called Up Share Capital	100	100	100	100	100
Profit Loss Account Reserve	32 450	50 861	49 174	87 697	135 984
Shareholder Funds	32 550	50 961	49 274	87 797	136 084

Other Financial Data
Average Number Employees During Period						3	4	4	4	5	6	6
Creditors					71 958	81 610	31 733	59 120	23 005	3 240	26 124	61 123
Creditors Due Within One Year	234 856	128 600	139 268	133 680	71 958
Fixed Assets	180 000	161 138	140 568	121 439	101 079	80 720	112 732	74 914	37 097	19 420	7 591	1 273
Intangible Fixed Assets Aggregate Amortisation Impairment	20 000	40 000	60 000	80 000	100 000
Intangible Fixed Assets Amortisation Charged In Period		20 000	20 000	20 000	20 000
Intangible Fixed Assets Cost Or Valuation	200 000	200 000	200 000	200 000
Net Current Assets Liabilities	-147 450	-110 177	-91 294	-33 642	35 005	32 534	19 429	62 700	94 475	17 677	62 235	91 478
Number Shares Allotted		100	100	100	100
Par Value Share		1	1	1	1
Share Capital Allotted Called Up Paid	100	100	100	100	100
Tangible Fixed Assets Additions		1 708		1 799
Tangible Fixed Assets Cost Or Valuation		1 708	1 708	3 507
Tangible Fixed Assets Depreciation		570	1 140	2 068	2 428
Tangible Fixed Assets Depreciation Charged In Period		570	570	928	360
Total Assets Less Current Liabilities	32 550	50 961	49 274	87 797	136 084	113 254	132 161	137 614	131 572	37 097	69 826	92 751

Company staff

David B.

Role: Director

Appointed: 15 September 2021

Latest update: 19 February 2024

Christopher P.

Role: Director

Appointed: 06 December 2010

Latest update: 19 February 2024

People with significant control

Executives with significant control over this firm are: David B. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Christopher P. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Diana P. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

David B.

Notified on 1 October 2021

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Christopher P.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

Diana P.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	20 December 2023
Confirmation statement last made up date	06 December 2022

Annual Accounts 30 October 2014
Start Date For Period Covered By Report	01 January 2013
End Date For Period Covered By Report	31 December 2013
Date Approval Accounts	30 October 2014
Annual Accounts 24 September 2015
Start Date For Period Covered By Report	01 January 2014
End Date For Period Covered By Report	31 December 2014
Date Approval Accounts	24 September 2015
Annual Accounts 23 September 2016
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Date Approval Accounts	23 September 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2016
End Date For Period Covered By Report	31 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2017
End Date For Period Covered By Report	31 December 2017
Annual Accounts
Start Date For Period Covered By Report	01 January 2018
End Date For Period Covered By Report	31 December 2018
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	01 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022
Annual Accounts 24 September 2013
End Date For Period Covered By Report	31 December 2012
Date Approval Accounts	24 September 2013

Fairway Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David B.

Christopher P.

People with significant control

David B.

Christopher P.

Diana P.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2013 - 2014

Name:

Address:

Post code:

City / Town:

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Fairway Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David B.

Christopher P.

People with significant control

David B.

Christopher P.

Diana P.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2013 - 2014

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2013 - 2014