Step-by-step Financial Planners Limited in Rugeley, WS15 3RE

Description

Data updated on: 01-11-2023

Step-by-step Financial Planners came into being in 2010 as a company enlisted under no 07220022, located at WS15 3RE Rugeley at The Loft Wade Lane Farm. It has been in business for 14 years and its status at the time is active. This business's classified under the NACE and SIC code 64999, that means Financial intermediation not elsewhere classified. Step-by-step Financial Planners Ltd released its latest accounts for the period up to 2023-04-30. The company's latest confirmation statement was released on 2023-07-30.

On 29th July 2015, the corporation was looking for a Office Administrator to fill a part time vacancy in the financial sector in Rugeley, Midlands. They offered a part time job with wage £9.00 per hour. The offered job required no experience and a GCSE. All the applications should include job offer id SBS/002.

Within the company, many of director's tasks have so far been done by Elizabeth P. and Kevin P.. As for these two people, Kevin P. has been with the company for the longest time, having been a vital part of directors' team since April 2010.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-04-30	2014-04-30	2015-04-30	2016-04-30	2017-04-30	2018-04-30	2019-04-30	2020-04-30	2021-04-30	2022-04-30	2023-04-30
Currency
Net Worth	18 755	17 294	10 978	14 123

Balance Sheet
Cash Bank In Hand	37 746	50 115	50 842	65 771
Cash Bank On Hand				65 771	75 363	94 233	112 275	91 030	92 448	135 840	157 605
Current Assets	38 617	52 020	52 731	69 043	79 143	98 923	118 057	99 009	101 836	140 854	165 585
Debtors	871	1 905	1 889	3 272	3 780	4 690	5 782	7 979	9 388	5 014	7 980
Net Assets Liabilities				14 123	44 696	63 264	83 083	70 292	74 128	108 125	149 330
Net Assets Liabilities Including Pension Asset Liability	18 755	17 294	10 978	14 123
Other Debtors					3 780	4 690	5 782	7 979	9 388	5 014	7 980
Property Plant Equipment				1 176	955	455	774	3 790	2 621	4 702	3 170
Tangible Fixed Assets	1 566	1 138	2 205	1 176

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	18 655	17 194	10 878	14 023
Shareholder Funds	18 755	17 294	10 978	14 123

Other Financial Data
Accrued Liabilities				1 020	1 104
Accumulated Depreciation Impairment Property Plant Equipment				3 572	4 193	4 911	4 814	1 417	2 586	2 910	4 781
Average Number Employees During Period					4	4	4	3	3	4	4
Corporation Tax Payable				18 315	18 046
Creditors				10 000	10 000	10 000	10 000	10 000	10 000	10 000	51 823
Creditors Due After One Year	10 000	10 000	10 000	10 000
Creditors Due Within One Year	11 115	25 637	33 731	45 861
Disposals Decrease In Depreciation Impairment Property Plant Equipment							277	4 054		820
Disposals Property Plant Equipment							413	4 054		820
Increase From Depreciation Charge For Year Property Plant Equipment					621	718	180	657	1 169	1 144	1 871
Net Current Assets Liabilities	27 502	26 383	19 000	23 182	53 913	72 891	92 448	77 184	82 188	114 269	113 762
Number Shares Allotted		100	100	100
Other Creditors					10 000	10 000	10 000	10 000	10 000	10 000	24 678
Other Taxation Social Security Payable					18 046	18 583	18 547	20 469	17 880	24 508	26 604
Par Value Share		1	1	1
Prepayments				3 272	3 780
Property Plant Equipment Gross Cost				4 748	5 148	5 366	5 588	5 207	5 207	7 612	7 951
Provisions For Liabilities Balance Sheet Subtotal				235	172	82	139	682	681	846	602
Provisions For Liabilities Charges	313	227	227	235
Share Capital Allotted Called Up Paid	100	100	100	100
Tangible Fixed Assets Additions		195	2 254
Tangible Fixed Assets Cost Or Valuation	2 299	2 494	4 748
Tangible Fixed Assets Depreciation	733	1 356	2 543	3 572
Tangible Fixed Assets Depreciation Charged In Period		623	1 187	1 029
Total Additions Including From Business Combinations Property Plant Equipment					400	218	635	3 673		3 225	339
Total Assets Less Current Liabilities	29 068	27 521	21 205	24 358	54 868	73 346	93 222	80 974	84 809	118 971	149 932
Trade Creditors Trade Payables				1 749		49					541
Fixed Assets										4 702	36 170
Intangible Assets											33 000
Intangible Assets Gross Cost											33 000
Total Additions Including From Business Combinations Intangible Assets											33 000

Company staff

Elizabeth P.

Role: Director

Appointed: 01 August 2013

Latest update: 20 January 2024

Kevin P.

Role: Director

Appointed: 12 April 2010

Latest update: 20 January 2024

People with significant control

Executives who control the firm include: Kevin P. owns over 1/2 to 3/4 of company shares . Elizabeth P. owns 1/2 or less of company shares.

Kevin P.

Notified on 12 April 2017

Nature of control:

over 1/2 to 3/4 of shares

Elizabeth P.

Notified on 12 April 2017

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 January 2025
Account last made up date	30 April 2023
Confirmation statement next due date	13 August 2024
Confirmation statement last made up date	30 July 2023

Annual Accounts
Start Date For Period Covered By Report	01 May 2013
Annual Accounts 11 September 2015
Start Date For Period Covered By Report	01 May 2014
End Date For Period Covered By Report	30 April 2015
Date Approval Accounts	11 September 2015
Annual Accounts 24 August 2016
Start Date For Period Covered By Report	01 May 2015
End Date For Period Covered By Report	30 April 2016
Date Approval Accounts	24 August 2016
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
End Date For Period Covered By Report	30 April 2017
Annual Accounts
Start Date For Period Covered By Report	01 May 2017
End Date For Period Covered By Report	30 April 2018
Annual Accounts
Start Date For Period Covered By Report	01 May 2018
End Date For Period Covered By Report	30 April 2019
Annual Accounts
Start Date For Period Covered By Report	01 May 2019
End Date For Period Covered By Report	30 April 2020
Annual Accounts
Start Date For Period Covered By Report	01 May 2020
End Date For Period Covered By Report	30 April 2021
Annual Accounts
Start Date For Period Covered By Report	01 May 2021
End Date For Period Covered By Report	30 April 2022
Annual Accounts
Start Date For Period Covered By Report	01 May 2022
End Date For Period Covered By Report	30 April 2023
Annual Accounts 3 June 2014
End Date For Period Covered By Report	30 April 2014
Date Approval Accounts	3 June 2014

Office Administrator in Rugeley, posted on Wednesday 29th July 2015
Region / City	Midlands, Rugeley
Industry	Finance industry
Salary	£9.00 per hour
Job type	part time (less than 30 hours)
Career level	none
Education level	a GCSE (Scottish or equivalent)
Job reference code	SBS/002

Office Administrator in Rugeley, posted on Wednesday 29th July 2015

Region / City

Midlands, Rugeley

Industry

Finance industry

Salary

£9.00 per hour

Job type

part time (less than 30 hours)

Career level

none

Education level

a GCSE (Scottish or equivalent)

Job reference code

SBS/002

Step-by-step Financial Planners Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Elizabeth P.

Kevin P.

Barbara K.

Elizabeth P.

People with significant control

Kevin P.

Elizabeth P.

Accounts Documents

Jobs and Vacancies at Step-by-step Financial Planners Ltd

Company filings

Filing category

Additional Information

Accountant/Auditor,
2015 - 2014

Name:

Address:

Post code:

City / Town:

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Step-by-step Financial Planners Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Elizabeth P.

Kevin P.

Barbara K.

Elizabeth P.

People with significant control

Kevin P.

Elizabeth P.

Accounts Documents

Jobs and Vacancies at Step-by-step Financial Planners Ltd

Company filings

Filing category

Additional Information

Accountant/Auditor, 2015 - 2014

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2015 - 2014