Whitewell Financial Planning Limited in Bolton, BL1 4QR

Description

Data updated on: 01-11-2023

2008 signifies the launching of Whitewell Financial Planning Limited, the firm located at 3 Chorley New Road, , Bolton. That would make 16 years Whitewell Financial Planning has been in the business, as it was founded on 2008/04/28. Its registered no. is 06578336 and the zip code is BL1 4QR. This business's SIC and NACE codes are 64999 : Financial intermediation not elsewhere classified. Whitewell Financial Planning Ltd released its account information for the period that ended on 2022-09-30. The most recent annual confirmation statement was filed on 2023-07-01.

The info we gathered related to this firm's members reveals a leadership of two directors: Gillian O. and Phillip O. who became a part of the team on 2018/02/08 and 2008/04/28.

Phillip O. is the individual who has control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-09-30	2012-09-30	2013-09-30	2014-09-30	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30	2021-09-30	2022-09-30	2023-09-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	387	111	359	1 882	10 956	10 567

Balance Sheet
Cash Bank On Hand										68 397	64 621	58 379	71 604
Current Assets	15 857	14 454	14 890	33 887	31 652					85 014	109 128	101 232	116 770
Debtors	2 590		1 875	23 840	6 375	8 805				16 617	44 507	42 853	45 166
Net Assets Liabilities							20 552	33 108	61 594	74 404	92 244	81 500	91 683
Property Plant Equipment										9 069	7 631	6 470	5 681
Cash Bank In Hand	13 267	14 454	13 015	10 047	25 277	19 997
Net Assets Liabilities Including Pension Asset Liability	387	111	359
Tangible Fixed Assets	2 575	1 417	651	225	2 344	1 758
Trade Debtors			1 875	23 839	6 375	8 805

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	287	11	259	1 782	10 856	10 467
Shareholder Funds	387	111	359	1 882	10 956	10 567

Other Financial Data
Version Production Software											1	1	1
Accumulated Depreciation Impairment Property Plant Equipment										15 016	17 560	19 717	21 702
Additions Other Than Through Business Combinations Property Plant Equipment											1 106	996	1 196
Average Number Employees During Period										4	4	4	4
Creditors							-22 484	-51 445	-34 312	-20 459	25 251	26 928	30 199
Fixed Assets	2 575	1 417	651	1 119	3 238	2 652				9 963	8 525	7 364	6 575
Increase From Depreciation Charge For Year Property Plant Equipment											2 544	2 157	1 985
Investments										894	894	894	894
Investments Fixed Assets				894	894	894				894	894	894	894
Net Current Assets Liabilities	-1 783	-1 306	-292	763	7 718	-20 887	-22 484	27 357	53 630	64 554	83 877	74 304	86 571
Other Investments Other Than Loans										894	894	894	894
Property Plant Equipment Gross Cost										24 085	25 191	26 187	27 383
Provisions For Liabilities Balance Sheet Subtotal										114	158	168	1 463
Total Assets Less Current Liabilities	792	111	359	1 882	10 956	7 915	20 552	33 239	61 704	74 518	92 402	81 668	93 146
Creditors Due Within One Year		15 760	15 182	33 124	23 934	20 887
Creditors Due Within One Year Total Current Liabilities	17 640	15 760
Fixed Asset Investments Additions				894
Fixed Asset Investments Cost Or Valuation				894	894	894
Net Proceeds From Issue Shares Other Equity Instruments Excluding Shares Issued To Minority Interests			100	100	100
Number Shares Allotted				100	100	100
Par Value Share				1	1	1
Provisions For Liabilities Charges	405
Share Capital Allotted Called Up Paid			100	100	100	100
Tangible Fixed Assets Additions					3 125
Tangible Fixed Assets Cost Or Valuation	5 058	5 058	5 058	5 058	8 182
Tangible Fixed Assets Depreciation	2 483	3 641	4 407	4 833	5 838	6 424
Tangible Fixed Assets Depreciation Charged In Period			766	426	1 006	586
Tangible Fixed Assets Depreciation Charge For Period		1 158

Company staff

Gillian O.

Role: Director

Appointed: 08 February 2018

Latest update: 16 April 2024

Phillip O.

Role: Director

Appointed: 28 April 2008

Latest update: 16 April 2024

People with significant control

Phillip O.

Notified on 28 April 2017

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	15 July 2024
Confirmation statement last made up date	01 July 2023

Annual Accounts 5 December 2013
Start Date For Period Covered By Report	2012-10-01
End Date For Period Covered By Report	2013-09-30
Date Approval Accounts	5 December 2013
Annual Accounts 30/10/2015
Start Date For Period Covered By Report	2014-10-01
End Date For Period Covered By Report	2015-09-30
Date Approval Accounts	30/10/2015
Annual Accounts 09/11/2016
Start Date For Period Covered By Report	2015-10-01
Date Approval Accounts	09/11/2016
Annual Accounts
Start Date For Period Covered By Report	2016-10-01
Annual Accounts
Start Date For Period Covered By Report	2017-10-01
End Date For Period Covered By Report	2018-09-30
Annual Accounts
Start Date For Period Covered By Report	2018-10-01
End Date For Period Covered By Report	2019-09-30
Annual Accounts
Start Date For Period Covered By Report	2019-10-01
End Date For Period Covered By Report	2020-09-30
Annual Accounts
Start Date For Period Covered By Report	2020-10-01
End Date For Period Covered By Report	2021-09-30
Annual Accounts
Start Date For Period Covered By Report	2021-10-01
End Date For Period Covered By Report	2022-09-30
Annual Accounts
Start Date For Period Covered By Report	2022-10-01
End Date For Period Covered By Report	2023-09-30
Annual Accounts
End Date For Period Covered By Report	2014-09-30
Annual Accounts
End Date For Period Covered By Report	2016-09-30
Annual Accounts
End Date For Period Covered By Report	2017-09-30
Annual Accounts 16/12/2014
Date Approval Accounts	16/12/2014
Annual Accounts 17/10/2017
Date Approval Accounts	17/10/2017

Whitewell Financial Planning Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Gillian O.

Phillip O.

Gillian O.

People with significant control

Phillip O.

Accounts Documents

Company filings

Filing category

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies