R J Financial Planning Limited in Cardigan, SA43 2BZ

Description

Data updated on: 01-11-2023

R J Financial Planning is a business situated at SA43 2BZ Cardigan at Bryn Melys. This business has been operating since 2013 and is registered as reg. no. 08606848. This business has been active on the British market for 11 years now and its last known state is active. This company's principal business activity number is 64999 which stands for Financial intermediation not elsewhere classified. 2023-03-31 is the last time when company accounts were reported.

In order to meet the requirements of the customer base, this specific limited company is being directed by a body of two directors who are Helen J. and Richard J.. Their successful cooperation has been of great use to this specific limited company since 21st October 2014.

Richard J. is the individual who has control over this firm, owns over 3/4 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	17 303	41 964	29 650

Balance Sheet
Cash Bank In Hand	29 119	58 927	40 803
Cash Bank On Hand			40 803	70 495	125 093	255 447	408 441	429 783	382 720	203 306
Current Assets	29 119	63 302	41 296	103 103	144 350	278 041	422 762	481 149	448 513	471 529
Debtors		4 375	493	32 608	19 257	22 594	14 321	31 366	45 793	248 223
Net Assets Liabilities							358 784	446 164	487 539	564 141
Other Debtors										170 675
Property Plant Equipment					6 066	4 549	3 658	8 907	7 296

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	17 203	41 864	29 550
Shareholder Funds	17 303	41 964	29 650

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets								13 592	54 368	107 447
Accumulated Depreciation Impairment Property Plant Equipment					2 021	3 538	4 758	6 759	8 370	7 641
Average Number Employees During Period				2	4	2	3	4	5	5
Creditors			11 646	34 160	36 040	54 644	67 636	350 718	227 942	190 737
Creditors Due Within One Year	11 816	21 338	11 646
Current Asset Investments								20 000	20 000	20 000
Fixed Assets							3 658	403 082	360 695	431 651
Increase From Amortisation Charge For Year Intangible Assets								13 592	40 776	53 079
Increase From Depreciation Charge For Year Property Plant Equipment					2 021	1 517	1 220	2 001	1 611	1 283
Intangible Assets								394 175	353 399	423 350
Intangible Assets Gross Cost								407 767	407 767	530 797
Net Current Assets Liabilities	17 303	41 964	29 650	68 943	108 310	223 397	355 126	395 492	356 700	324 731
Number Shares Allotted	100	100	100
Other Creditors					12 332	9 864	21 354	350 718	227 942	104 632
Other Taxation Social Security Payable					20 812	42 568	45 472	32 432	28 006	41 416
Par Value Share	1	1	1
Property Plant Equipment Gross Cost					8 087	8 087	8 416	15 666	7 250	11 489
Provisions For Liabilities Balance Sheet Subtotal								1 692	1 914	1 504
Share Capital Allotted Called Up Paid	100	100	100
Total Additions Including From Business Combinations Intangible Assets								407 767		123 030
Total Additions Including From Business Combinations Property Plant Equipment					8 087		329	7 250		3 073
Total Assets Less Current Liabilities	17 303	41 964	29 650	68 943	114 376	227 946	358 784	798 574	717 395	756 382
Trade Creditors Trade Payables					2 896	2 212	810	750	749	750
Trade Debtors Trade Receivables					19 257	22 594	14 321	31 366	45 793	77 548

Company staff

Helen J.

Role: Director

Appointed: 21 October 2014

Latest update: 18 February 2024

Richard J.

Role: Director

Appointed: 12 July 2013

Latest update: 18 February 2024

People with significant control

Richard J.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	26 July 2024
Confirmation statement last made up date	12 July 2023

Annual Accounts 27 June 2014
Start Date For Period Covered By Report	12 July 2013
Date Approval Accounts	27 June 2014
Annual Accounts 10 July 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	10 July 2015
Annual Accounts 5 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	5 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
End Date For Period Covered By Report	31 March 2014

R J Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Helen J.

Richard J.

People with significant control

Richard J.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

Accountant/Auditor,
2015 - 2014

Name:

Address:

Post code:

City / Town:

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R J Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Helen J.

Richard J.

People with significant control

Richard J.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

Accountant/Auditor, 2015 - 2014

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2014

Accountant/Auditor,
2015 - 2014