Sw Financial Planning Limited in Ivybridge, PL21 9GD

Description

Data updated on: 01-11-2023

03462625 is the registration number used by Sw Financial Planning Limited. This company was registered as a Private Limited Company on 1997-11-07. This company has been operating in this business for the last twenty eight years. The firm could be gotten hold of in Kingsley Close Kingsley Close Lee Mill Industrial Estate in Ivybridge. The main office's post code assigned to this address is PL21 9GD. This company has a history in registered name changes. Up till now it had three different names. Up to 2023 it was prospering under the name of Swlaw Investment & Financial Planning and up to that point the official company name was Pfs Asset Management. This enterprise's registered with SIC code 66190 and has the NACE code: Activities auxiliary to financial intermediation n.e.c.. Thu, 30th Jun 2022 is the last time account status updates were filed.

This limited company owes its well established position on the market and permanent growth to exactly two directors, namely Robert C. and Eric C., who have been controlling the firm since 2019-07-01.

Previous company's names
Sw Financial Planning Limited 2023-07-19
Swlaw Investment & Financial Planning Ltd 2011-04-28
Pfs Asset Management Ltd 2002-12-18
Arrow Business Solutions Limited 1997-11-07

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-11-30	2013-11-30	2014-11-30	2015-06-29	2015-06-30	2016-06-30	2017-06-30	2018-06-30	2019-06-30	2020-06-30	2021-06-30	2022-06-30	2023-06-30	2024-06-30
Currency

Balance Sheet
Cash Bank On Hand										4 599	7 628
Current Assets	8 017	9 128	16 417	12 494	12 494	10 689	53 512	57 172	114 607	166 469	165 511	223 276	267 200	322 355
Debtors	8 017	7 017	14 689	9 481	9 481	4 017				156 870	152 883
Net Assets Liabilities						36 284	68 822	71 619	80 681	107 894	125 973	125 849	128 588	129 878
Other Debtors										156 870	152 883
Property Plant Equipment										385	289
Total Inventories										5 000	5 000
Cash Bank In Hand		2 111	1 728	3 013	3 013	2 672
Intangible Fixed Assets	30 000	27 000	24 000	22 250	22 250	19 250
Net Assets Liabilities Including Pension Asset Liability	45 806	45 857	49 703	41 486	41 486	36 284
Stocks Inventory						4 000

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	45 706	45 757	49 603	41 386	41 386	36 184

Other Financial Data
Version Production Software												2 022	2 023
Accrued Liabilities Not Expressed Within Creditors Subtotal										3 493	3 501	3 630	2 582
Accumulated Amortisation Impairment Intangible Assets											3 000
Average Number Employees During Period									6	6	6	6	6	6
Creditors						7 765	15 050	16 402	62 481	81 607	59 762	116 679	152 241	208 647
Disposals Property Plant Equipment											96
Fixed Assets	44 110	41 110	38 110	36 360	36 360	33 360	30 360	27 360	24 873	21 745	18 649	17 576	16 211	16 170
Increase From Amortisation Charge For Year Intangible Assets											3 000
Intangible Assets										7 250	4 250
Intangible Assets Gross Cost										7 250	7 250
Investments Fixed Assets	14 110	14 110	14 110	14 110	14 110	14 110				14 110	14 110
Net Current Assets Liabilities	1 696	4 747	11 593	5 126	5 126	2 924	38 462	44 259	55 808	86 149	110 825	111 903	114 959	113 708
Other Creditors										68 880	42 798
Other Inventories										5 000	5 000
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal								3 489	3 682	4 780	5 076	5 306	6 097
Property Plant Equipment Gross Cost										385	289
Taxation Social Security Payable										7 739	5 956
Total Assets Less Current Liabilities						36 284	68 822	71 619	80 681	111 387	129 474	129 479	131 170	129 878
Trade Creditors Trade Payables										4 988	11 008
Capital Employed	45 806	45 857	49 703	41 486	41 486	36 284
Creditors Due Within One Year	6 321	4 464	4 824	7 368	7 368	7 765
Intangible Fixed Assets Aggregate Amortisation Impairment	30 000	33 000	36 000		37 750	40 750
Intangible Fixed Assets Amortisation Charged In Period		3 000	3 000		1 750	3 000
Intangible Fixed Assets Cost Or Valuation	60 000	60 000	60 000		60 000	60 000
Number Shares Allotted		100	100		100	100
Par Value Share		1	1		1	1
Share Capital Allotted Called Up Paid	100	100	100	100	100	100

Company staff

Robert C.

Role: Director

Appointed: 01 July 2019

Latest update: 6 April 2025

Role: Corporate Nominee Secretary

Appointed: 07 November 1997

Resigned: 07 November 1997

Address: 7 Spa Road, London, SE16 3QP

Latest update: 6 April 2025

People with significant control

The companies with significant control over this firm are: Sw Law & Finance owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Ivybridge at Kingsley Close, Lee Mill Industrial Estate, PL21 9GD, Devon. Sw Law & Finance Limited owns over 3/4 of company shares. This business can be reached in Ivybridge at Kingsley Close, Lee Mill Industrial Estate, PL21 9GD and was registered as a PSC under the reg no 14687748. Eric C. owns over 3/4 of company shares.

Sw Law & Finance

Address: Sw Law Kingsley Close, Lee Mill Industrial Estate, Ivybridge, Devon, PL21 9GD, England

Legal authority Companies Act 2006

Legal form Limited Company

Notified on 30 June 2023

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Sw Law & Finance Limited

Address: Swlaw Kingsley Close, Lee Mill Industrial Estate, Ivybridge, PL21 9GD, England

Legal authority Companies Acts

Legal form Limited Company

Country registered England

Place registered Companies House Uk

Registration number 14687748

Notified on 30 June 2023

Nature of control:

over 3/4 of shares

Eric C.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 March 2024
Account last made up date	30 June 2022
Confirmation statement next due date	21 November 2023
Confirmation statement last made up date	07 November 2022

Annual Accounts 27 August 2014
Start Date For Period Covered By Report	2012-12-01
End Date For Period Covered By Report	2013-11-30
Date Approval Accounts	27 August 2014
Annual Accounts 24 August 2015
Start Date For Period Covered By Report	2013-12-01
End Date For Period Covered By Report	30 November 2014
Date Approval Accounts	24 August 2015
Annual Accounts 10 February 2016
Start Date For Period Covered By Report	2014-12-01
End Date For Period Covered By Report	30 June 2015
Date Approval Accounts	10 February 2016
Annual Accounts 17 January 2017
Start Date For Period Covered By Report	2015-07-01
End Date For Period Covered By Report	30 June 2016
Date Approval Accounts	17 January 2017
Annual Accounts
Start Date For Period Covered By Report	2016-07-01
End Date For Period Covered By Report	30 June 2017
Annual Accounts
Start Date For Period Covered By Report	2017-07-01
End Date For Period Covered By Report	30 June 2018
Annual Accounts
Start Date For Period Covered By Report	2018-07-01
End Date For Period Covered By Report	30 June 2019
Annual Accounts
Start Date For Period Covered By Report	2019-07-01
End Date For Period Covered By Report	30 June 2020
Annual Accounts
Start Date For Period Covered By Report	2020-07-01
End Date For Period Covered By Report	2021-06-30
Annual Accounts
Start Date For Period Covered By Report	1 July 2022
End Date For Period Covered By Report	30 June 2023
Annual Accounts
Start Date For Period Covered By Report	1 July 2023
End Date For Period Covered By Report	30 June 2024
Annual Accounts
End Date For Period Covered By Report	30 June 2022

Sw Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Robert C.

Eric C.

Gillian C.

Yolanda C.

Wendy C.

Eric C.

C & M Registrars Limited

People with significant control

Sw Law & Finance

Sw Law & Finance Limited

Eric C.

Accounts Documents

Company filings

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