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Home > England & Wales Companies > PERSONAL FINANCIAL PLANNING LIMITED
Company Information for

PERSONAL FINANCIAL PLANNING LIMITED

UNIT 6, WHITESIDE, STATION ROAD, HOLMES CHAPEL, CHESHIRE, CW4 8AA,
Company Registration Number
03836346
Private Limited Company
Active

Company Overview

About Personal Financial Planning Ltd
PERSONAL FINANCIAL PLANNING LIMITED was founded on 1999-09-06 and has its registered office in Holmes Chapel. The organisation's status is listed as "Active". Personal Financial Planning Limited is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
PERSONAL FINANCIAL PLANNING LIMITED
 
Legal Registered Office
UNIT 6, WHITESIDE
STATION ROAD
HOLMES CHAPEL
CHESHIRE
CW4 8AA
Other companies in CW8
 
Telephone01270759786
 
Filing Information
Company Number 03836346
Company ID Number 03836346
Date formed 1999-09-06
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 30/09/2023
Account next due 30/06/2025
Latest return 22/08/2015
Return next due 19/09/2016
Type of accounts TOTAL EXEMPTION FULL
VAT Number /Sales tax ID GB817673014  
Last Datalog update: 2024-10-05 22:46:18
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for PERSONAL FINANCIAL PLANNING LIMITED
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Companies with same name PERSONAL FINANCIAL PLANNING LIMITED
The following companies were found which have the same name as PERSONAL FINANCIAL PLANNING LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
PERSONAL FINANCIAL PLANNING SERVICES LIMITED BARTON COTTAGE SILVER STREET KINGSBURY EPISCOPI MARTOCK SOMERSET TA12 6AX Active - Proposal to Strike off Company formed on the 2000-10-17
PERSONAL FINANCIAL PLANNING UK LIMITED UNIT 6, WHITESIDE STATION ROAD HOLMES CHAPEL CHESHIRE CW4 8AA Active Company formed on the 2006-09-14
PERSONAL FINANCIAL PLANNING, INC. 3536 BRAMBLETON AVE 2758 ELECTRIC RD STE A ROANOKE VA 24018 Active Company formed on the 1984-07-19
PERSONAL FINANCIAL PLANNING SYSTEMS INC Delaware Unknown
PERSONAL FINANCIAL PLANNING, INC. 11879 SW 92 LANE MIAMI FL 33186 Inactive Company formed on the 1983-07-12
PERSONAL FINANCIAL PLANNING GROUP, INC. 5975 SUNSET DRIVE SOUTH MIAMI FL 33143 Inactive Company formed on the 1999-05-06
PERSONAL FINANCIAL PLANNING, INC. 9527 SW 118TH PL MIAMI FL 33186 Inactive Company formed on the 1997-01-06
PERSONAL FINANCIAL PLANNING INC Georgia Unknown
PERSONAL FINANCIAL PLANNING INC California Unknown
PERSONAL FINANCIAL PLANNING INCORPORATED Michigan UNKNOWN
PERSONAL FINANCIAL PLANNING INC North Carolina Unknown
PERSONAL FINANCIAL PLANNING ADVISORS INCORPORATED New Jersey Unknown
PERSONAL FINANCIAL PLANNING CORPORATION New Jersey Unknown
PERSONAL FINANCIAL PLANNING GROUP INC North Carolina Unknown
Personal Financial Planning Inc Maryland Unknown
PERSONAL FINANCIAL PLANNING INC Georgia Unknown

Company Officers of PERSONAL FINANCIAL PLANNING LIMITED

Current Directors
Officer Role Date Appointed
LESLEY LEEK
 Company Secretary 1999-09-06
RICHARD JON CROPPER
 Director 2000-01-17
Previous Officers
Officer Role Date Appointed Date Resigned
GRAHAM PETER LEVY
 Director 1999-09-06 2006-09-28

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
RICHARD JON CROPPER PERSONAL FINANCIAL PLANNING UK LIMITED Director 2006-09-14 CURRENT 2006-09-14 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-09-16CONFIRMATION STATEMENT MADE ON 22/08/24, WITH NO UPDATES
2024-09-16Director's details changed for Mr Richard Jon Cropper on 2024-08-14
2024-03-19Change of details for Personal Financial Planning Uk Limited as a person with significant control on 2024-03-19
2024-03-19REGISTERED OFFICE CHANGED ON 19/03/24 FROM St. George's Court Winnington Avenue Northwich Cheshire CW8 4EE United Kingdom
2024-03-19Director's details changed for Mr Richard Jon Cropper on 2024-03-19
2024-03-19SECRETARY'S DETAILS CHNAGED FOR LESLEY YOUNG on 2024-03-19
2024-02-14Resolutions passed:<ul><li>Resolution passed adopt articles</ul>
2024-02-14Memorandum articles filed
2024-02-08REGISTRATION OF A CHARGE / CHARGE CODE 038363460001
2023-11-2830/09/23 ACCOUNTS TOTAL EXEMPTION FULL
2023-09-15CONFIRMATION STATEMENT MADE ON 22/08/23, WITH UPDATES
2023-02-09REGISTERED OFFICE CHANGED ON 09/02/23 FROM Bennett Brooks & Co Ltd St Georges Court Winnignton Avenue Northwich Cheshire CW8 4EE
2022-12-12AA30/09/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-09-12CONFIRMATION STATEMENT MADE ON 22/08/22, WITH UPDATES
2022-09-12CS01CONFIRMATION STATEMENT MADE ON 22/08/22, WITH UPDATES
2021-11-12AA30/09/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-09-07CS01CONFIRMATION STATEMENT MADE ON 22/08/21, WITH UPDATES
2020-12-01CH03SECRETARY'S DETAILS CHNAGED FOR LESLEY LEEK on 2020-11-30
2020-11-13AA30/09/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-09-04CS01CONFIRMATION STATEMENT MADE ON 22/08/20, WITH UPDATES
2019-11-25AA30/09/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-09-16CS01CONFIRMATION STATEMENT MADE ON 22/08/19, WITH UPDATES
2019-07-31AA01Current accounting period shortened from 31/03/20 TO 30/09/19
2019-07-01AA31/03/19 ACCOUNTS TOTAL EXEMPTION FULL
2018-09-06CS01CONFIRMATION STATEMENT MADE ON 22/08/18, WITH UPDATES
2018-06-25AA31/03/18 ACCOUNTS TOTAL EXEMPTION FULL
2017-08-29LATEST SOC29/08/17 STATEMENT OF CAPITAL;GBP 10200
2017-08-29CS01CONFIRMATION STATEMENT MADE ON 22/08/17, WITH UPDATES
2017-06-28AA31/03/17 ACCOUNTS TOTAL EXEMPTION FULL
2016-10-07LATEST SOC07/10/16 STATEMENT OF CAPITAL;GBP 10200
2016-10-07CS01CONFIRMATION STATEMENT MADE ON 22/08/16, WITH UPDATES
2016-06-06AA31/03/16 ACCOUNTS TOTAL EXEMPTION SMALL
2015-09-16LATEST SOC16/09/15 STATEMENT OF CAPITAL;GBP 10200
2015-09-16AR0122/08/15 ANNUAL RETURN FULL LIST
2015-06-22AA31/03/15 ACCOUNTS TOTAL EXEMPTION SMALL
2014-10-22CH03SECRETARY'S DETAILS CHNAGED FOR LESLEY LEEK on 2014-10-22
2014-09-24LATEST SOC24/09/14 STATEMENT OF CAPITAL;GBP 10200
2014-09-24AR0122/08/14 ANNUAL RETURN FULL LIST
2014-07-04AA31/03/14 ACCOUNTS TOTAL EXEMPTION SMALL
2013-09-12AR0122/08/13 ANNUAL RETURN FULL LIST
2013-06-19AA31/03/13 ACCOUNTS TOTAL EXEMPTION SMALL
2012-09-10AR0122/08/12 ANNUAL RETURN FULL LIST
2012-07-18AA31/03/12 ACCOUNTS TOTAL EXEMPTION SMALL
2011-09-19AR0122/08/11 ANNUAL RETURN FULL LIST
2011-05-27AA31/03/11 ACCOUNTS TOTAL EXEMPTION SMALL
2010-08-26AR0122/08/10 ANNUAL RETURN FULL LIST
2010-07-09AA31/03/10 ACCOUNTS TOTAL EXEMPTION SMALL
2009-11-05AR0122/08/09 ANNUAL RETURN FULL LIST
2009-06-19AA31/03/09 ACCOUNTS TOTAL EXEMPTION SMALL
2008-09-11363aRETURN MADE UP TO 22/08/08; FULL LIST OF MEMBERS
2008-05-15AA31/03/08 TOTAL EXEMPTION SMALL
2007-09-22363(288)DIRECTOR'S PARTICULARS CHANGED
2007-09-22363sRETURN MADE UP TO 22/08/07; FULL LIST OF MEMBERS
2007-06-21AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/03/07
2007-06-13288bDIRECTOR RESIGNED
2006-09-18363sRETURN MADE UP TO 22/08/06; FULL LIST OF MEMBERS
2006-06-06AAFULL ACCOUNTS MADE UP TO 31/03/06
2006-01-23288cSECRETARY'S PARTICULARS CHANGED
2005-09-08363(288)DIRECTOR'S PARTICULARS CHANGED
2005-09-08363sRETURN MADE UP TO 22/08/05; FULL LIST OF MEMBERS
2005-07-05AAFULL ACCOUNTS MADE UP TO 31/03/05
2005-04-15RES04£ NC 50000/50200 24/03/
2005-04-15123NC INC ALREADY ADJUSTED 24/03/05
2005-04-15RES12VARYING SHARE RIGHTS AND NAMES
2005-04-1588(2)RAD 24/03/05--------- £ SI 200@1=200 £ IC 10000/10200
2004-09-09363sRETURN MADE UP TO 06/09/04; FULL LIST OF MEMBERS
2004-07-19AAFULL ACCOUNTS MADE UP TO 31/03/04
2004-07-12287REGISTERED OFFICE CHANGED ON 12/07/04 FROM: RIVERSIDE HOUSE 8-12 WINNINGTON STREET N0RTHWICH CHESHIRE CW8 1AD
2003-09-16363(288)SECRETARY'S PARTICULARS CHANGED;DIRECTOR'S PARTICULARS CHANGED
2003-09-16363sRETURN MADE UP TO 06/09/03; FULL LIST OF MEMBERS
2003-08-01AAFULL ACCOUNTS MADE UP TO 31/03/03
2002-09-16363sRETURN MADE UP TO 06/09/02; FULL LIST OF MEMBERS
2002-05-17AAFULL ACCOUNTS MADE UP TO 31/03/02
2001-09-07363(287)REGISTERED OFFICE CHANGED ON 07/09/01
2001-09-07363sRETURN MADE UP TO 06/09/01; FULL LIST OF MEMBERS
2001-08-10AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/03/01
2000-10-09AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 31/03/00
2000-09-08363(288)DIRECTOR'S PARTICULARS CHANGED
2000-09-08363sRETURN MADE UP TO 06/09/00; FULL LIST OF MEMBERS
2000-09-0888(2)RAD 31/08/00--------- £ SI 9900@1=9900 £ IC 100/10000
2000-07-06287REGISTERED OFFICE CHANGED ON 06/07/00 FROM: 22/24 PRINCESS STREET KNUTSFORD CHESHIRE WA16 6BU
2000-06-23288aNEW DIRECTOR APPOINTED
2000-06-2388(2)RAD 17/01/00--------- £ SI 99@1=99 £ IC 1/100
1999-09-24225ACC. REF. DATE SHORTENED FROM 30/09/00 TO 31/03/00
1999-09-06NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to PERSONAL FINANCIAL PLANNING LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against PERSONAL FINANCIAL PLANNING LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 1
Mortgages/Charges outstanding 1
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
We do not yet have the details of PERSONAL FINANCIAL PLANNING LIMITED's previous or outstanding mortgage charges.
Creditors
Creditors Due Within One Year 2013-03-31 £ 426,070
Creditors Due Within One Year 2012-03-31 £ 379,911
Provisions For Liabilities Charges 2013-03-31 £ 3,825
Provisions For Liabilities Charges 2012-03-31 £ 4,529

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2013-03-31
Annual Accounts
2014-03-31
Annual Accounts
2015-03-31
Annual Accounts
2016-03-31
Annual Accounts
2017-03-31
Annual Accounts
2018-03-31
Annual Accounts
2019-03-31
Annual Accounts
2019-09-30
Annual Accounts
2020-09-30
Annual Accounts
2021-09-30

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on PERSONAL FINANCIAL PLANNING LIMITED

Financial Assets
Balance Sheet
Called Up Share Capital 2013-03-31 £ 10,200
Called Up Share Capital 2012-03-31 £ 10,200
Cash Bank In Hand 2013-03-31 £ 70,115
Cash Bank In Hand 2012-03-31 £ 45,349
Current Assets 2013-03-31 £ 449,116
Current Assets 2012-03-31 £ 390,200
Debtors 2013-03-31 £ 379,001
Debtors 2012-03-31 £ 344,851
Shareholder Funds 2013-03-31 £ 45,817
Shareholder Funds 2012-03-31 £ 35,454
Tangible Fixed Assets 2013-03-31 £ 26,596
Tangible Fixed Assets 2012-03-31 £ 29,694

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of PERSONAL FINANCIAL PLANNING LIMITED registering or being granted any patents
Domain Names
We could not find the registrant information for the domain
Trademarks
We have not found any records of PERSONAL FINANCIAL PLANNING LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for PERSONAL FINANCIAL PLANNING LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as PERSONAL FINANCIAL PLANNING LIMITED are:

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KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where PERSONAL FINANCIAL PLANNING LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded PERSONAL FINANCIAL PLANNING LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded PERSONAL FINANCIAL PLANNING LIMITED any grants or awards.
Ownership
    We could not find any group structure information
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    Other companies at postcode CW4 8AA