Bowmore Financial Planning Limited in Flax Bourton, BS48 1UR

Description

Data updated on: 01-11-2023

This company called Bowmore Financial Planning was created on 1982-05-06 as a Private Limited Company. This business's headquarters can be reached at Flax Bourton on Suite 5 Farleigh House Farleigh, Court Old Weston Road. Assuming you have to reach this business by post, the area code is BS48 1UR. The company reg. no. for Bowmore Financial Planning Limited is 01633500. This company has a history in business name changing. Up till now this company had two different names. Up to 2020 this company was run under the name of The Citimark Partnership and up to that point its company name was Citimark Financial Services. This business's principal business activity number is 64999 meaning Financial intermediation not elsewhere classified. 2023/06/30 is the last time company accounts were filed.

With two recruitment advert since 2017-03-22, the enterprise has been a rather active employer on the employment market. On 2017-03-30, it started looking for new workers for a full time Receptionist/Office Administrator position in Bristol, and on 2017-03-22, for the vacant position of a full time Financial Services Team Leader/Administrator in Bristol.

We have a group of three directors leading this limited company at the current moment, including Alison O., Gillian M. and Mark I. who have been carrying out the directors assignments since 2018-02-01. To help the directors in their tasks, the abovementioned limited company has been utilizing the skillset of Mark I. as a secretary.

Previous company's names
Bowmore Financial Planning Limited 2020-06-09
The Citimark Partnership Limited 1995-09-15
Citimark Financial Services Limited 1982-05-06

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2021-06-30	2022-06-30	2023-06-30
Currency
Net Worth	445 480	321 182

Balance Sheet
Cash Bank On Hand		4 885	89 436	198 773	95 483	89 217	523 568	635 502	950 697
Current Assets	569 003	480 856	656 381	774 567	594 142	632 556	1 789 450	1 951 286	2 238 797
Debtors	549 663	475 971	566 945	575 794	498 659	543 339	1 265 882	1 315 784	1 288 100
Net Assets Liabilities		321 182	505 175	565 204	465 287	470 946	858 904	1 170 968	1 539 330
Other Debtors		50 281	45 827	55 487		114
Property Plant Equipment		76 147	51 450	58 243	56 928	52 409	45 422	46 839	44 765
Cash Bank In Hand	19 340	4 885
Net Assets Liabilities Including Pension Asset Liability	445 480	321 182
Tangible Fixed Assets	109 357	76 146

Capital & Reserves
Called Up Share Capital	230 000	230 000
Profit Loss Account Reserve	215 480	91 182
Shareholder Funds	445 480	321 182

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets		10 000	10 000	10 000	10 000	19 783
Accumulated Depreciation Impairment Property Plant Equipment		300 290	327 201	346 544	297 405	74 960	88 620	93 558	97 623
Additions Other Than Through Business Combinations Intangible Assets						305 983
Additions Other Than Through Business Combinations Property Plant Equipment			2 214	26 136	7 792	6 125	6 673	6 355	1 991
Amounts Owed By Related Parties		120 002	120 002	120 002	120 002	120 002	846 565	848 315	849 990
Amounts Owed To Related Parties		32 580				100 466	467	467	467
Average Number Employees During Period					25	23	23	20	20
Bank Borrowings							110 000
Creditors		4 492	200 217	11 583	6 274	483	110 000	73 333	51 349
Disposals Decrease In Depreciation Impairment Property Plant Equipment					-58 245	-233 090
Disposals Property Plant Equipment					-58 245	-233 090
Finance Lease Liabilities Present Value Total		4 492	4 492	11 583	6 274	483
Financial Commitments Other Than Capital Commitments		346 369	280 394
Fixed Assets	109 357	76 146			56 928	348 609	507 563	669 316	530 586
Future Minimum Lease Payments Under Non-cancellable Operating Leases								65 975	65 975
Increase From Amortisation Charge For Year Intangible Assets						9 783
Increase From Depreciation Charge For Year Property Plant Equipment			26 911	19 343	9 107	10 645	13 660	4 938	4 065
Intangible Assets						296 200	462 141	370 115	238 089
Intangible Assets Gross Cost		10 000	10 000	10 000	10 000	315 983
Investments Fixed Assets								252 362	247 732
Investments In Subsidiaries								252 362	247 732
Loans Owed By Related Parties	120 002	120 002
Minimum Operating Lease Payments Recognised As Expense								65 975	65 975
Net Current Assets Liabilities	366 905	256 813	456 164	522 224	418 122	125 499	462 749	576 827	1 061 998
Nominal Value Allotted Share Capital					230 000	230 000	230 000	230 000	230 000
Number Shares Issued Fully Paid					2 300 000	2 300 000	2 300 000	2 300 000	2 300 000
Other Creditors		155 817	158 912	204 466	82 147	72 898	181 058	403 866	274 441
Other Remaining Borrowings					50 000	200 875	1 030 852
Par Value Share		10				0	0	0	0
Percentage Class Share Held In Subsidiary								100	100
Prepayments				55 487	66 598	57 874	84 393	118 870	76 445
Property Plant Equipment Gross Cost		376 437	378 651	404 787	354 334	127 369	134 042	140 397	142 388
Provisions For Liabilities Balance Sheet Subtotal		7 285	2 439	3 680	3 489	2 679	1 408	1 842	1 905
Taxation Social Security Payable		23 171	36 813	42 085	38 081	50 678	38 228	32 488	44 211
Total Assets Less Current Liabilities	476 262	332 959	507 614	580 467	475 050	474 108	970 312	1 246 143	1 592 584
Total Borrowings		4 492	4 492	11 583	6 274	483	110 000	73 333	51 349
Trade Creditors Trade Payables						76 348	76 096	93 301	55 281
Trade Debtors Trade Receivables		305 688	401 116	400 305	312 059	365 349	334 924	348 599	361 665
Creditors Due After One Year	16 968	4 492
Creditors Due Within One Year	202 098	224 043
Debtors Due After One Year	-80 010	-80 010
Intangible Fixed Assets Aggregate Amortisation Impairment	10 000
Intangible Fixed Assets Cost Or Valuation	10 000
Number Shares Allotted		1 600 000
Provisions For Liabilities Charges	13 814	7 285
Secured Debts	45 763	16 968
Share Capital Allotted Called Up Paid	160 000	160 000
Tangible Fixed Assets Additions		467
Tangible Fixed Assets Cost Or Valuation	379 557	376 437
Tangible Fixed Assets Depreciation	270 200	300 291
Tangible Fixed Assets Depreciation Charged In Period		31 830
Tangible Fixed Assets Depreciation Decrease Increase On Disposals		1 739
Tangible Fixed Assets Disposals		3 587

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

Mark I.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 March 2025
Account last made up date	30 June 2023
Confirmation statement next due date	30 April 2024
Confirmation statement last made up date	16 April 2023

Annual Accounts 7 April 2016
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Date Approval Accounts	7 April 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Annual Accounts
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Annual Accounts
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Annual Accounts
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Annual Accounts
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Annual Accounts
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Annual Accounts
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015

Receptionist/Office Administrator in Bristol, posted on Thursday 30th March 2017
Region / City	South West, Bristol
Industry	Financial sector
Experience	at least two years
Job type	full time
Career level	experienced (non-managerial)
Education level	a GCSE (Scottish or equivalent)
Job reference code	TSAJE7MOSF


Financial Services Team Leader/Administrator in Bristol, posted on Wednesday 22nd March 2017
Region / City	South West, Bristol
Industry	Financial sector
Experience	at least two years
Job type	full time
Career level	experienced (non-managerial)
Education level	a GCSE (Scottish or equivalent)

Receptionist/Office Administrator in Bristol, posted on Thursday 30th March 2017

Region / City

South West, Bristol

Industry

Financial sector

Experience

at least two years

Job type

full time

Career level

experienced (non-managerial)

Education level

a GCSE (Scottish or equivalent)

Job reference code

TSAJE7MOSF

Financial Services Team Leader/Administrator in Bristol, posted on Wednesday 22nd March 2017

Region / City

South West, Bristol

Industry

Financial sector

Experience

at least two years

Job type

full time

Career level

experienced (non-managerial)

Education level

a GCSE (Scottish or equivalent)

Bowmore Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Mark I.

Alison O.

Gillian M.

Mark I.

Christian Y.

Sharon C.

Paul S.

Mark S.

People with significant control

Mark I.

Accounts Documents

Jobs and Vacancies at Bowmore Financial Planning Ltd

Company filings

Filing category

Additional Information

Accountant/Auditor,
2015

Name:

Address:

Post code:

City / Town:

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Bowmore Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Mark I.

Alison O.

Gillian M.

Mark I.

Christian Y.

Sharon C.

Paul S.

Mark S.

People with significant control

Mark I.

Accounts Documents

Jobs and Vacancies at Bowmore Financial Planning Ltd

Company filings

Filing category

Additional Information

Accountant/Auditor, 2015

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2015