Yew Tree Financial Planning Ltd in Colchester, CO6 4LT

Description

Data updated on: 01-11-2023

Yew Tree Financial Planning Ltd is categorised as Private Limited Company, with headquarters in 6 Nags Corner 6 Nags Corner, Nayland, Colchester. The headquarters' postal code is CO6 4LT. This firm was established in 2009. Its reg. no. is 07068243. The listed name change from Yewtree Financial Planning to Yew Tree Financial Planning Ltd occurred on November 30, 2009. This company's declared SIC number is 70221 and has the NACE code: Financial management. 2023-03-31 is the last time company accounts were reported.

As for the company, a number of director's assignments have been met by Ruth C. and Sean C.. Amongst these two people, Ruth C. has managed company for the longest time, having been a member of company's Management Board since November 2009.

Executives who have control over the firm are as follows: Sean C. owns 1/2 or less of company shares and has over 1/2 to 3/4 of voting rights. Ruth C. owns 1/2 or less of company shares.

Previous company's names
Yew Tree Financial Planning Ltd 2009-11-30
Yewtree Financial Planning Ltd 2009-11-06

Financial data based on annual reports

Profit & Loss
Date of Accounts	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	18 877	16 518	19 520

Balance Sheet
Current Assets		62 227	69 590	105 214	106 332	89 401	79 068	126 815	172 494	190 196
Net Assets Liabilities			19 520	51 255	51 284	35 950	20 364	67 372	110 849
Cash Bank In Hand	64 781	62 227

Capital & Reserves
Called Up Share Capital	100	100
Profit Loss Account Reserve	18 777	16 418
Shareholder Funds	18 877	16 518	19 520

Other Financial Data
Average Number Employees During Period					2	2	2	2	2	2
Creditors			50 070	54 480	55 498	57 010	61 394	61 067	62 573	55 605
Depreciation Amortisation Impairment Expense				260
Fixed Assets				521	450	3 559	2 690	1 624	928	1 595
Net Current Assets Liabilities			19 520	50 734	50 834	32 391	17 674	65 748	109 921
Other Operating Expenses Format2			59 275	54 013
Profit Loss			179 002	196 235
Staff Costs Employee Benefits Expense			36 492	38 918
Tax Tax Credit On Profit Or Loss On Ordinary Activities			44 750	48 928
Total Assets Less Current Liabilities	18 877	16 518	19 520	51 255	51 284	35 950	20 364	67 372	110 849
Turnover Revenue			319 519	338 354
Creditors Due Within One Year	45 904	45 709	50 070
Number Shares Allotted		100
Par Value Share		1
Share Capital Allotted Called Up Paid	100	100

Company staff

Ruth C.

Role: Director

Appointed: 06 November 2009

Latest update: 7 April 2024

Sean C.

Role: Director

Appointed: 06 November 2009

Latest update: 7 April 2024

People with significant control

Sean C.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of voting rights

right to manage directors

1/2 or less of shares

Ruth C.

Notified on 6 April 2016

Nature of control:

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	20 November 2023
Confirmation statement last made up date	06 November 2022

Annual Accounts 29 June 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	29 June 2015
Annual Accounts 31 May 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	31 May 2016
Annual Accounts
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	2019-03-31
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	2022-03-31
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	2023-03-31

Yew Tree Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Ruth C.

Sean C.

People with significant control

Sean C.

Ruth C.

Accounts Documents

Company filings

Filing category

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