Shepherd Financial Services Limited in Woodbridge, IP12 1QT

Description

Data updated on: 01-11-2023

Shepherd Financial Services started its operations in the year 2006 as a Private Limited Company under the ID 05812551. This firm has operated for 18 years and it's currently active. This company's registered office is situated in Woodbridge at 14a Riduna Park Station Road. You could also find the firm by the zip code, IP12 1QT. The company's classified under the NACE and SIC code 64999 - Financial intermediation not elsewhere classified. The latest accounts were submitted for the period up to 2023-05-02 and the most current confirmation statement was released on 2023-04-29.

Within the company, a number of director's duties up till now have been done by Richard S. and Michael W.. Amongst these two executives, Richard S. has managed company the longest, having been a member of officers' team since May 3, 2023.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-06-30	2012-07-01	2013-06-30	2014-06-30	2015-06-30	2016-06-30
Currency
Net Worth	49 688		33 489	30 764	61 743	87 820

Balance Sheet
Cash Bank In Hand	16 474		8 549	3 018	18 706	10 501
Current Assets	66 019		31 877	19 757	40 348	63 999
Debtors	49 545		23 328	16 739	21 642	53 498
Intangible Fixed Assets	51 000		51 000	51 000	51 000	51 000
Net Assets Liabilities Including Pension Asset Liability			33 489	30 764	61 743	87 820
Tangible Fixed Assets	6 000	6 000	5 000	6 000	5 000	4 000

Capital & Reserves
Called Up Share Capital	100		100	100	100	100
Profit Loss Account Reserve	49 588		33 389	30 664	61 643	87 720
Shareholder Funds	49 688		33 489	30 764	61 743	87 820

Other Financial Data
Creditors Due After One Year	2 361		424	257	1 731	1 102
Creditors Due Within One Year	70 970		53 964	45 736	32 874	30 077
Loans From Directors After One Year	2 361		424	257	1 731	1 102
Net Assets Liability Excluding Pension Asset Liability	49 688		33 489
Net Current Assets Liabilities	-4 951		-22 087	-25 979	7 474	33 922
Number Shares Allotted			100	100	100	100
Share Capital Allotted Called Up Paid	100		100	100	100	100
Tangible Fixed Assets Additions				3 767		426
Tangible Fixed Assets Cost Or Valuation		16 000	16 000	19 767	19 767	20 193
Tangible Fixed Assets Depreciation		10 000	11 000	13 767	14 767	16 193
Tangible Fixed Assets Depreciation Charged In Period			1 000	2 767	1 000	1 426
Total Assets Less Current Liabilities	52 049		33 913	31 021	63 474	88 922
Value Shares Allotted			1	1	1	1

Company staff

Richard S.

Role: Director

Appointed: 03 May 2023

Latest update: 30 December 2023

Michael W.

Role: Director

Appointed: 03 May 2023

Latest update: 30 December 2023

People with significant control

The companies with significant control over this firm include: Elmhurst Financial Planning Ltd owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Woodbridge at Station Road, Melton, IP12 1QT and was registered as a PSC under the reg no 08511307.

Elmhurst Financial Planning Ltd

Address: 14a Riduna Park Station Road, Melton, Woodbridge, IP12 1QT, England

Legal authority Companies Act 2006

Legal form Private Limited Company

Country registered England

Place registered Companies House

Registration number 08511307

Notified on 3 May 2023

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Peter S.

Notified on 6 April 2016

Ceased on 3 May 2023

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	02 February 2025
Account last made up date	02 May 2023
Confirmation statement next due date	13 May 2024
Confirmation statement last made up date	29 April 2023

Annual Accounts
Start Date For Period Covered By Report	01/07/2012
End Date For Period Covered By Report	30/06/2013
Annual Accounts 03/09/2014
Start Date For Period Covered By Report	1 July 2013
End Date For Period Covered By Report	30 June 2014
Date Approval Accounts	03/09/2014
Annual Accounts 14/01/2016
Start Date For Period Covered By Report	1 July 2014
End Date For Period Covered By Report	30 June 2015
Date Approval Accounts	14/01/2016
Annual Accounts 30/08/2016
Start Date For Period Covered By Report	1 July 2015
End Date For Period Covered By Report	30 June 2016
Date Approval Accounts	30/08/2016
Annual Accounts
Start Date For Period Covered By Report	1 July 2016
End Date For Period Covered By Report	30 June 2017
Annual Accounts
Start Date For Period Covered By Report	1 July 2017
End Date For Period Covered By Report	30 June 2018
Annual Accounts
Start Date For Period Covered By Report	1 July 2018
End Date For Period Covered By Report	30 June 2019
Annual Accounts
Start Date For Period Covered By Report	1 July 2019
End Date For Period Covered By Report	30 June 2020
Annual Accounts
Start Date For Period Covered By Report	1 July 2020
End Date For Period Covered By Report	30 June 2021
Annual Accounts
Start Date For Period Covered By Report	1 July 2021
End Date For Period Covered By Report	30 June 2022
Annual Accounts
Start Date For Period Covered By Report	1 July 2022
End Date For Period Covered By Report	2 May 2023

Shepherd Financial Services Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Richard S.

Michael W.

Nicola S.

Peter S.

People with significant control

Elmhurst Financial Planning Ltd

Peter S.

Accounts Documents

Company filings

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