Platinum Financial Planning & Ifa Limited in Epsom, KT19 0QT

Description

Data updated on: 01-11-2023

Platinum Financial Planning & Ifa came into being in 2015 as a company enlisted under no 09378518, located at KT19 0QT Epsom at 2-4 Stoneleigh Park Road. The firm has been in business for 9 years and its current state is active. The enterprise's Standard Industrial Classification Code is 65300: Pension funding. The business most recent filed accounts documents were submitted for the period up to 2023-03-31 and the most current confirmation statement was filed on 2023-01-07.

The company has a single director at present overseeing this specific company, namely Digenis H. who's been utilizing the director's assignments for 9 years. What is more, the director's responsibilities are helped with by a secretary - Neil W., who joined this specific company on January 8, 2015.

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

Financial data based on annual reports

Profit & Loss
Date of Accounts	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	31 430

Balance Sheet
Cash Bank In Hand	28 479
Cash Bank On Hand	28 479	39 122	51 635	62 398	76 677	107 095	123 346	134 025
Current Assets	31 034	42 644	55 452	66 958	80 977	111 429	125 556	135 457
Debtors	2 555	3 522	3 817	4 560	4 300	4 334	2 210	1 432
Net Assets Liabilities	31 430	37 515	48 398	54 129	63 772	91 687	98 837	108 842
Net Assets Liabilities Including Pension Asset Liability	31 430
Other Debtors	2 555	3 522	3 817	4 560	4 300	4 334	2 210	1 432
Property Plant Equipment	4 314	3 236	2 427	1 820	1 365	1 024	768	576
Tangible Fixed Assets	4 314

Capital & Reserves
Called Up Share Capital	30 000
Profit Loss Account Reserve	1 430
Shareholder Funds	31 430

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment	1 438	2 516	3 325	3 932	4 387	4 728	4 984	5 176
Administrative Expenses	51 571	105 888	109 238	101 537	103 522	103 157	119 299	126 343
Average Number Employees During Period		2		1	1	1	2	2
Creditors	3 055	7 718	8 996	14 285	18 297	20 561	27 333	27 076
Creditors Due Within One Year	3 055
Deferred Tax Liability	863
Depreciation Expense Property Plant Equipment	1 438	1 078	809	607	455	341	256	192
Depreciation Tangible Fixed Assets Expense	1 438
Increase From Depreciation Charge For Year Property Plant Equipment		1 078		607	455	341	256	192
Net Current Assets Liabilities	27 979	34 926	46 456	52 673	62 680	90 868	98 223	108 381
Number Shares Allotted	30 000
Operating Profit Loss	2 287	13 644	22 190	46 029	66 180	75 993	66 500	66 025
Other Creditors	3 055	4 934	4 038	5 007		5 956	14 657	14 377
Other Creditors Due Within One Year	3 055
Other Interest Receivable Similar Income	6
Other Interest Receivable Similar Income Finance Income	6	9	9	59	121	79	53	620
Other Taxation Social Security Payable		2 784	4 958	9 278	13 149	14 605	12 676	12 699
Par Value Share	1
Pension Costs	3 400
Profit Loss	1 430	11 085	17 403	36 931	53 243	61 515	53 910	54 005
Profit Loss For Period	1 430
Profit Loss On Ordinary Activities Before Tax	2 293	13 653	22 199	46 088	66 301	76 072	66 553	66 645
Property Plant Equipment Gross Cost	5 752		5 752	5 752	5 752	5 752	5 752
Provisions For Liabilities Balance Sheet Subtotal	863	647	485	364	273	205	154	115
Provisions For Liabilities Charges	863
Share Capital Allotted Called Up Paid	30 000
Tangible Fixed Assets Additions	5 752
Tangible Fixed Assets Cost Or Valuation	5 752
Tangible Fixed Assets Depreciation	1 438
Tangible Fixed Assets Depreciation Charged In Period	1 438
Tax On Profit Or Loss On Ordinary Activities	863
Tax Tax Credit On Profit Or Loss On Ordinary Activities	863	2 568	4 796	9 157	13 058	14 557	12 643	12 640
Total Assets Less Current Liabilities	32 293	38 162	48 883	54 493	64 045	91 892	98 991	108 957
Turnover Gross Operating Revenue	53 858
Turnover Revenue	53 858	119 532	131 428	147 566	169 702	169 150	185 799	190 274
U K Deferred Tax	863
Director Remuneration Benefits Excluding Payments To Third Parties	5 600
Dividends Paid							46 760	44 000
Other Operating Income Format1						10 000		2 094
Trade Creditors Trade Payables					5 148

Company staff

Neil W.

Role: Secretary

Appointed: 08 January 2015

Latest update: 9 November 2023

Digenis H.

Role: Director

Appointed: 08 January 2015

Latest update: 9 November 2023

People with significant control

Digenis H.

Notified on 8 January 2017

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	21 January 2024
Confirmation statement last made up date	07 January 2023

Annual Accounts 9 May 2016
Start Date For Period Covered By Report	08 January 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	9 May 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 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

Platinum Financial Planning & Ifa Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Neil W.

Digenis H.

People with significant control

Digenis H.

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

Similar companies nearby

Closest companies

Platinum Financial Planning & Ifa Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Neil W.

Digenis H.

People with significant control

Digenis H.

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

Similar companies nearby

Closest companies

HQ address,
2016