S W H Financial Planning Limited in Newcastle, ST5 1ED

Description

Data updated on: 01-11-2023

S W H Financial Planning Limited may be reached at Brampton House, 10 Queen Street in Newcastle. Its zip code is ST5 1ED. S W H Financial Planning has been operating on the market since the company was set up on 2010-07-13. Its registration number is 07313059. This firm's principal business activity number is 66290 which means Other activities auxiliary to insurance and pension funding. The business most recent annual accounts were submitted for the period up to 2022-07-31 and the latest annual confirmation statement was filed on 2023-07-03.

At the moment, there is only one director in the company: Steven W. (since 2010-07-13). This company had been governed by William H. until eight years ago.

Steven W. is the individual who controls this firm, owns over 3/4 of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-07-31	2012-07-31	2013-07-31	2014-07-31	2015-07-31	2016-07-31	2017-07-31	2018-07-31	2019-07-31	2020-07-31	2021-07-31	2022-07-31	2023-07-31
Currency
Net Worth	722	57 199	32 260	15 625	45 328	67 437	116 906

Balance Sheet
Current Assets	48 608	89 077	35 645	74 895	84 256	107 242	157 037	184 649	218 367	242 893	322 901	247 948	307 712
Net Assets Liabilities							116 906	165 798			288 365	236 036	274 849
Cash Bank In Hand	48 608	54 831	35 251	53 334	63 890
Debtors		34 246	394	21 561	20 366
Net Assets Liabilities Including Pension Asset Liability	722	57 199	32 260	15 625	45 328	67 439	116 906
Tangible Fixed Assets	526	4 961	5 025	3 775	2 921

Capital & Reserves
Called Up Share Capital	2	2	2	2	2
Profit Loss Account Reserve	720	57 197	32 258	15 623	45 326
Shareholder Funds	722	57 199	32 260	15 625	45 328	67 437	116 906

Other Financial Data
Accrued Liabilities Deferred Income											6 550	7 070	7 070
Average Number Employees During Period									-2	-2	-2	-2	-2
Creditors							42 420	20 498	11 261	21 341	29 017	5 615	28 789
Fixed Assets	526	4 961	5 025	3 775	2 921	3 051	2 289	1 647	1 834	1 375	1 031	773	2 996
Net Current Assets Liabilities	196	52 238	27 235	11 850	42 407	64 388	114 617	164 151	207 106	221 552	293 884	242 333	278 923
Total Assets Less Current Liabilities	722	57 199	32 260	15 625	45 328	67 437	116 906	165 798	208 940	222 927	294 915	243 106	281 919
Creditors Due Within One Year	48 412	36 839	8 410	63 045	41 849	42 855	42 420
Number Shares Allotted		2	2	2	2
Par Value Share		1	1	1	1
Share Capital Allotted Called Up Paid	2	2	2	2	2
Tangible Fixed Assets Additions		6 089	1 304		120
Tangible Fixed Assets Cost Or Valuation	702	6 791	8 095	8 095	8 215
Tangible Fixed Assets Depreciation	176	1 830	3 070	4 320	5 294
Tangible Fixed Assets Depreciation Charged In Period		1 654	1 240	1 250	974
Amount Specific Advance Or Credit Directors		18 189

Company staff

Steven W.

Role: Director

Appointed: 13 July 2010

Latest update: 13 February 2024

People with significant control

Steven W.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	30 April 2024
Account last made up date	31 July 2022
Confirmation statement next due date	17 July 2024
Confirmation statement last made up date	03 July 2023

Annual Accounts 25 March 2013
Start Date For Period Covered By Report	2011-08-01
End Date For Period Covered By Report	2012-07-31
Date Approval Accounts	25 March 2013
Annual Accounts 10 September 2013
Start Date For Period Covered By Report	2012-08-01
End Date For Period Covered By Report	2013-07-31
Date Approval Accounts	10 September 2013
Annual Accounts 27 April 2015
Start Date For Period Covered By Report	2013-08-01
End Date For Period Covered By Report	2014-07-31
Date Approval Accounts	27 April 2015
Annual Accounts 23 October 2015
Start Date For Period Covered By Report	2014-08-01
End Date For Period Covered By Report	2015-07-31
Date Approval Accounts	23 October 2015
Annual Accounts 19 September 2016
Start Date For Period Covered By Report	2015-08-01
End Date For Period Covered By Report	2016-07-31
Date Approval Accounts	19 September 2016
Annual Accounts 13 February 2018
Start Date For Period Covered By Report	2016-08-01
End Date For Period Covered By Report	2017-07-31
Date Approval Accounts	13 February 2018
Annual Accounts
Start Date For Period Covered By Report	2017-08-01
End Date For Period Covered By Report	2018-07-31
Annual Accounts
Start Date For Period Covered By Report	1 August 2018
End Date For Period Covered By Report	31 July 2019
Annual Accounts
Start Date For Period Covered By Report	1 August 2019
End Date For Period Covered By Report	31 July 2020
Annual Accounts
Start Date For Period Covered By Report	1 August 2021
End Date For Period Covered By Report	31 July 2022
Annual Accounts
Start Date For Period Covered By Report	1 August 2022
End Date For Period Covered By Report	31 July 2023

S W H Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Steven W.

William H.

People with significant control

Steven W.

Accounts Documents

Company filings

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