Wealth Planning Associates Limited in Sandwich, CT13 9FF

Description

Data updated on: 01-11-2023

Wealth Planning Associates has been offering its services for fifteen years. Registered under 07005525, this company is considered a Private Limited Company. You may visit the main office of this firm during office times under the following location: Innovation House Innovation Way Discovery Park, CT13 9FF Sandwich. Wealth Planning Associates Limited was listed 11 years ago as Wealth Planning 4 You. The enterprise's declared SIC number is 82990 meaning Other business support service activities not elsewhere classified. The company's latest filed accounts documents describe the period up to 2022-03-31 and the most current confirmation statement was filed on 2023-10-19.

In this particular business, the full extent of director's assignments have so far been done by Douglas Y. who was chosen to lead the company on 2009-09-01. Since September 2020 Robert M., had been fulfilling assigned duties for this specific business up to the moment of the resignation in 2022. Furthermore, the managing director's duties are regularly helped with by a secretary - Kathryn Y., who was selected by this specific business fifteen years ago.

Previous company's names
Wealth Planning Associates Limited 2013-07-02
Wealth Planning 4 You Limited 2009-09-01

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-03-31	2014-03-31	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	1 515	23 951	-4 991	200

Balance Sheet
Cash Bank In Hand	6 849	26 393	17 557	12 687
Cash Bank On Hand				12 687	19 474	89 978	67 539	12 156	206 665	186 096	26 823
Current Assets	17 444	35 112	18 270	23 478	31 984	95 622	109 481	88 049	208 584	295 603	218 342
Debtors	10 595	8 719	713	10 791	12 510	5 644	41 942	75 893	1 919	109 507	191 519
Net Assets Liabilities							53 660	51 105	103 079	191 319	152 876
Other Debtors				342	6 887	2 684	1 712	1 250	1 250	42 000	191 519
Property Plant Equipment				632	1 233	558	1 677	15 085	16 588	14 383	12 625
Tangible Fixed Assets	983	607	230	632

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	1 415	23 851	-5 091	100
Shareholder Funds	1 515	23 951	-4 991	200

Other Financial Data
Accrued Liabilities				2 179	2 863	3 043	17 682	2 561	2 689	1 883
Accumulated Depreciation Impairment Property Plant Equipment				1 367	1 951	2 626	3 275	4 138	6 190	8 395	10 153
Average Number Employees During Period					3	4	3	3	2	2	2
Bank Borrowings Overdrafts									1 667	10 000	22 389
Corporation Tax Payable				12 381	13 622	22 087	16 253	18 674	48 499	64 797
Creditors				23 910	32 560	50 375	57 498	2 676	41 667	31 668	22 389
Creditors Due Within One Year	16 912	11 768	23 491	23 910
Increase From Depreciation Charge For Year Property Plant Equipment					584	675	649	863	2 052	2 205	1 758
Net Current Assets Liabilities	532	23 344	-5 221	-432	-576	45 247	51 983	38 696	128 158	208 604	162 640
Number Shares Allotted		100	100	100
Number Shares Issued Fully Paid					100	100	100	100	100	100	100
Other Creditors								39	6 946	11 511	11 908
Other Taxation Social Security Payable				76	76	205	205	34	34	691	33 188
Par Value Share		1	1	1	1	1	1	1	1	1	1
Prepayments				2 492	2 492	2 960	1 933		669	331
Property Plant Equipment Gross Cost				1 999	3 184	3 184	4 952	19 223	22 778	22 778
Share Capital Allotted Called Up Paid	100	100	100	100
Tangible Fixed Assets Additions				859
Tangible Fixed Assets Cost Or Valuation	1 140	1 140	1 140	1 999
Tangible Fixed Assets Depreciation	157	533	910	1 367
Tangible Fixed Assets Depreciation Charged In Period		376	377	457
Total Additions Including From Business Combinations Property Plant Equipment					1 185		1 768	14 271	3 555
Total Assets Less Current Liabilities	1 515	23 951	-4 991	200	657	45 805	53 660	53 781	144 746	222 987	175 265
Trade Creditors Trade Payables						3 535					606
Other Remaining Borrowings								2 676	2 676

Company staff

Douglas Y.

Role: Director

Appointed: 01 September 2009

Latest update: 29 February 2024

Kathryn Y.

Role: Secretary

Appointed: 01 September 2009

Latest update: 29 February 2024

People with significant control

Douglas Y. is the individual who has control over this firm, has substantial control or influence over the company.

Douglas Y.

Notified on 1 September 2016

Nature of control:

substantial control or influence

Accounts Documents

Account next due date	30 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	02 November 2024
Confirmation statement last made up date	19 October 2023

Annual Accounts 23 October 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	23 October 2014
Annual Accounts 1 December 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	1 December 2015
Annual Accounts 21 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	21 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

Wealth Planning Associates Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Douglas Y.

Kathryn Y.

Robert M.

People with significant control

Douglas Y.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

Accountant/Auditor,
2014 - 2016

Name:

Address:

Post code:

City / Town:

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Wealth Planning Associates Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Douglas Y.

Kathryn Y.

Robert M.

People with significant control

Douglas Y.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

Accountant/Auditor, 2014 - 2016

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2014

HQ address,
2015

Accountant/Auditor,
2014 - 2016