Tailored Retirement & Investment Planning Limited in Norwich, NR7 0TA

Description

Data updated on: 01-11-2023

Tailored Retirement & Investment Planning Limited could be contacted at Ingram House, 6 Meridian Way in Norwich. The post code is NR7 0TA. Tailored Retirement & Investment Planning has been on the British market since the company was started on Wed, 23rd Apr 2014. The Companies House Registration Number is 09007912. The enterprise's classified under the NACE and SIC code 66220 - Activities of insurance agents and brokers. Tailored Retirement & Investment Planning Ltd filed its latest accounts for the period that ended on 2023-03-31. The business most recent annual confirmation statement was submitted on 2023-08-15.

From the data we have, this particular limited company was formed in April 2014 and has so far been overseen by five directors, and out of them three (Edward F., Jennifer H. and Emma H.) are still listed as current directors.

Financial data based on annual reports

Profit & Loss
Date of Accounts	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	119 708	55 227

Balance Sheet
Cash Bank In Hand	60 094	46 292
Cash Bank On Hand		46 292	50 070	20 139	82 767	112 022	150 495	205 465	181 335
Current Assets	132 943	59 271	73 875	49 576	97 580	123 032	176 745	229 177	267 392
Debtors	72 849	12 979	23 805	29 437	14 813	11 010	26 250	23 712	86 057
Net Assets Liabilities		55 227	52 462	38 988	32 459	59 194	109 272	158 393	227 651
Net Assets Liabilities Including Pension Asset Liability	119 708	55 227
Other Debtors		12 979	23 805	29 437	14 813	11 010	26 250	23 712	86 057
Property Plant Equipment		33 841	24 969	18 389	15 202	14 704	13 833	11 127	7 709
Tangible Fixed Assets	497	33 841

Capital & Reserves
Called Up Share Capital	10 060	10 060
Profit Loss Account Reserve	109 648	45 167
Shareholder Funds	119 708	55 227

Other Financial Data
Amount Specific Advance Or Credit Directors	54 638	1 721	1 100	6 802	38 907		35 724	35 417	66 221
Amount Specific Advance Or Credit Made In Period Directors		12 036	1 325	38 443	6 087			619	102 175
Amount Specific Advance Or Credit Repaid In Period Directors		64 953	4 146	30 541	51 796			312	537
Accumulated Depreciation Impairment Property Plant Equipment		1 403	10 275	16 855	22 159	27 025	32 667	38 193	43 084
Average Number Employees During Period			5	6			7		9
Creditors		31 240	41 388	25 483	77 435	75 748	78 678	79 797	45 522
Creditors Due Within One Year	13 732	31 240
Increase From Depreciation Charge For Year Property Plant Equipment			8 872	6 580	5 304	4 866	5 642	5 526	4 891
Net Current Assets Liabilities	119 211	28 031	32 487	24 093	20 145	47 284	98 067	149 380	221 870
Number Shares Allotted	10	10
Number Shares Issued Fully Paid			10	10	10	10	10	10	10
Other Creditors		7 193	4 364	3 264	42 172	39 081	38 990	38 682	3 444
Other Taxation Social Security Payable		24 047	37 024	22 219	35 263	36 667	39 688	41 115	42 078
Par Value Share	1	1	1	1	1	1	1	1	1
Property Plant Equipment Gross Cost		35 244	35 244	35 244	37 361	41 729	46 500	49 320	50 793
Provisions For Liabilities Balance Sheet Subtotal		6 645	4 994	3 494	2 888	2 794	2 628	2 114	1 928
Provisions For Liabilities Charges		6 645
Share Capital Allotted Called Up Paid	10	10
Tangible Fixed Assets Additions	746	34 498
Tangible Fixed Assets Cost Or Valuation	746	35 244
Tangible Fixed Assets Depreciation	249	1 403
Tangible Fixed Assets Depreciation Charged In Period	249	1 154
Total Additions Including From Business Combinations Property Plant Equipment					2 117	4 368	4 771	2 820	1 473
Total Assets Less Current Liabilities	119 708	61 872	57 456	42 482	35 347	61 988	111 900	160 507	229 579
Advances Credits Directors	54 638	1 721
Advances Credits Made In Period Directors	73 897
Advances Credits Repaid In Period Directors	19 259

Company staff

Edward F.

Role: Director

Appointed: 01 November 2023

Latest update: 23 April 2024

Jennifer H.

Role: Director

Appointed: 01 November 2023

Latest update: 23 April 2024

Emma H.

Role: Director

Appointed: 01 November 2018

Latest update: 23 April 2024

People with significant control

The companies that control this firm are as follows: Fairey Associates Ltd owns over 3/4 of company shares. This business can be reached in Colchester at Mayfield Farm, Hungerdown Lane Ardleigh, CO7 7LZ, Essex and was registered as a PSC under the registration number 06535124.

Fairey Associates Ltd

Address: Mayfield Farm Mayfield Farm, Hungerdown Lane Ardleigh, Colchester, Essex, CO7 7LZ, United Kingdom

Legal authority Companies Act 2006

Legal form Limited Company

Country registered United Kingdom

Place registered Companies House

Registration number 06535124

Notified on 1 November 2023

Nature of control:

over 3/4 of shares

Desmond F.

Notified on 24 April 2016

Ceased on 1 November 2023

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Diane C.

Notified on 11 July 2023

Ceased on 1 November 2023

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Diane C.

Notified on 27 October 2016

Ceased on 27 October 2016

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	29 August 2024
Confirmation statement last made up date	15 August 2023

Annual Accounts 22 July 2015
Start Date For Period Covered By Report	23 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	22 July 2015
Annual Accounts 16 December 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	16 December 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

Tailored Retirement & Investment Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Edward F.

Jennifer H.

Emma H.

Diane C.

Desmond F.

People with significant control

Fairey Associates Ltd

Desmond F.

Diane C.

Diane C.

Accounts Documents

Company filings

Filing category

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