JANE SMITH FINANCIAL PLANNING LIMITED - Financial intermediation not elsewhere classified - A business based in United Kingdom registered with Companies House

Company Overview

About Jane Smith Financial Planning Ltd

JANE SMITH FINANCIAL PLANNING LIMITED was founded on 2002-02-11 and has its registered office in Olney. The organisation's status is listed as "Active". Jane Smith Financial Planning Limited is a Private Limited Company registered in 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

Legal Registered Office
Company Name
JANE SMITH FINANCIAL PLANNING LIMITED

7 OSIER WAY OLNEY OFFICE PARK OLNEY BUCKINGHAMSHIRE MK46 5FP Other companies in MK46

Filing Information

Company Number		04371002
Company ID Number		04371002
Date formed		2002-02-11
Country
Origin Country		United Kingdom
Type		Private Limited Company
CompanyStatus		Active
Lastest accounts		31/03/2024
Account next due		31/12/2025
Latest return		15/02/2016
Return next due		15/03/2017
Type of accounts		TOTAL EXEMPTION FULL

Last Datalog update:	2025-03-05 08:27:03
Primary Source:	Companies House

There are multiple companies registered at this address, the registered address may be the accountant's offices for JANE SMITH FINANCIAL PLANNING LIMITED

Menu

Company directors
Liabilities
Patents
Trademarks
Intangible assets
Creditors
Financial reports
Assets
Filing history
Outgoings

Is this data useful to you?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Company Officers of JANE SMITH FINANCIAL PLANNING LIMITED

Current Directors

Officer	Role	Date Appointed
JANE EILEEN SMITH	Company Secretary	2010-12-01
JANE EILEEN SMITH	Director	2016-05-05
NICOLA JANE WATTS	Director	2006-01-31

Previous Officers

Officer	Role	Date Appointed	Date Resigned
EMMA CATHERYN GROUNDS	Director	2006-01-31	2011-04-15
KENNETH JOHNSON SMITH	Company Secretary	2002-02-11	2010-12-01
JANE EILEEN SMITH	Director	2002-02-11	2010-12-01
LONDON LAW SECRETARIAL LIMITED	Nominated Secretary	2002-02-11	2002-02-11
LONDON LAW SERVICES LIMITED	Nominated Director	2002-02-11	2002-02-11

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.

Date	Document Type	Document Description
2025-02-17		CONFIRMATION STATEMENT MADE ON 15/02/25, WITH NO UPDATES
2024-05-07		31/03/24 ACCOUNTS TOTAL EXEMPTION FULL
2024-02-16		CONFIRMATION STATEMENT MADE ON 15/02/24, WITH NO UPDATES
2023-02-15		CONFIRMATION STATEMENT MADE ON 15/02/23, WITH NO UPDATES
2022-05-12	AA	31/03/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-02-15		CONFIRMATION STATEMENT MADE ON 15/02/22, WITH NO UPDATES
2022-02-15	CS01	CONFIRMATION STATEMENT MADE ON 15/02/22, WITH NO UPDATES
2021-05-26	AA	31/03/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-02-26	CS01	CONFIRMATION STATEMENT MADE ON 15/02/21, WITH NO UPDATES
2020-05-07	AA	31/03/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-02-17	CS01	CONFIRMATION STATEMENT MADE ON 15/02/20, WITH NO UPDATES
2019-05-07	AA	31/03/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-02-21	CS01	CONFIRMATION STATEMENT MADE ON 15/02/19, WITH NO UPDATES
2018-05-14	AA	31/03/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-02-23	CS01	CONFIRMATION STATEMENT MADE ON 15/02/18, WITH NO UPDATES
2018-02-23	CH01	Director's details changed for Mrs Nicola Jane Watts on 2018-02-23
2017-06-30	MR01	REGISTRATION OF A CHARGE / CHARGE CODE 043710020001
2017-06-27	AA	31/03/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-03-02	LATEST SOC	02/03/17 STATEMENT OF CAPITAL;GBP 9900
2017-03-02	CS01	CONFIRMATION STATEMENT MADE ON 15/02/17, WITH UPDATES
2016-05-10	AA	31/03/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-05-10	AP01	DIRECTOR APPOINTED MRS JANE EILEEN SMITH
2016-02-15	LATEST SOC	15/02/16 STATEMENT OF CAPITAL;GBP 9900
2016-02-15	AR01	15/02/16 ANNUAL RETURN FULL LIST
2015-08-11	AA	31/03/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-07-16	LATEST SOC	16/07/15 STATEMENT OF CAPITAL;GBP 9900
2015-07-16	AR01	23/06/15 ANNUAL RETURN FULL LIST
2014-06-30	LATEST SOC	30/06/14 STATEMENT OF CAPITAL;GBP 9900
2014-06-30	AR01	23/06/14 ANNUAL RETURN FULL LIST
2014-06-03	AA	31/03/14 ACCOUNTS TOTAL EXEMPTION SMALL
2013-07-18	AR01	23/06/13 ANNUAL RETURN FULL LIST
2013-05-14	AA	31/03/13 ACCOUNTS TOTAL EXEMPTION SMALL
2012-08-21	SH06	Cancellation of shares. Statement of capital on 2012-08-21 GBP 9,900
2012-08-14	SH03	Purchase of own shares
2012-07-02	AR01	23/06/12 ANNUAL RETURN FULL LIST
2012-05-17	AA	31/03/12 ACCOUNTS TOTAL EXEMPTION SMALL
2011-06-23	AR01	23/06/11 ANNUAL RETURN FULL LIST
2011-06-20	RES12	VARYING SHARE RIGHTS AND NAMES
2011-06-20	RES01	ADOPT ARTICLES 20/06/11
2011-06-20	SH08	Change of share class name or designation
2011-06-20	SH01	18/06/10 STATEMENT OF CAPITAL GBP 11000
2011-05-24	AA	31/03/11 TOTAL EXEMPTION SMALL
2011-05-24	TM01	APPOINTMENT TERMINATED, DIRECTOR EMMA GROUNDS
2011-02-17	AR01	11/02/11 FULL LIST
2010-12-07	AP03	SECRETARY APPOINTED MRS JANE EILEEN SMITH
2010-12-07	TM02	APPOINTMENT TERMINATED, SECRETARY KENNETH SMITH
2010-12-07	TM01	APPOINTMENT TERMINATED, DIRECTOR JANE SMITH
2010-07-26	AA	31/03/10 TOTAL EXEMPTION SMALL
2010-02-16	AR01	11/02/10 FULL LIST
2010-02-16	CH01	DIRECTOR'S CHANGE OF PARTICULARS / NICOLA WATTS / 15/02/2010
2010-02-15	CH01	DIRECTOR'S CHANGE OF PARTICULARS / JANE EILEEN SMITH / 15/02/2010
2010-02-15	CH01	DIRECTOR'S CHANGE OF PARTICULARS / MRS EMMA CATHERYN GROUNDS / 15/02/2010
2009-05-29	287	REGISTERED OFFICE CHANGED ON 29/05/2009 FROM PADDOCK VIEW GRANGE FARM FARNDISH NORTHAMPTONSHIRE NN29 7HJ
2009-05-21	AA	31/03/09 TOTAL EXEMPTION SMALL
2009-02-16	363a	RETURN MADE UP TO 11/02/09; FULL LIST OF MEMBERS
2009-02-16	288c	DIRECTOR'S CHANGE OF PARTICULARS / EMMA GROUNDS / 01/06/2008
2008-05-23	AA	31/03/08 TOTAL EXEMPTION SMALL
2008-02-11	363a	RETURN MADE UP TO 11/02/08; FULL LIST OF MEMBERS
2007-06-14	AA	TOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/03/07
2007-02-12	363a	RETURN MADE UP TO 11/02/07; FULL LIST OF MEMBERS
2007-02-12	288c	DIRECTOR'S PARTICULARS CHANGED
2006-07-10	AA	FULL ACCOUNTS MADE UP TO 31/03/06
2006-02-15	363a	RETURN MADE UP TO 11/02/06; FULL LIST OF MEMBERS
2006-02-15	288a	NEW DIRECTOR APPOINTED
2006-02-15	288a	NEW DIRECTOR APPOINTED
2005-09-01	AA	FULL ACCOUNTS MADE UP TO 31/03/05
2005-02-14	363s	RETURN MADE UP TO 11/02/05; FULL LIST OF MEMBERS
2004-08-23	AA	ACCOUNTS FOR 'MEDIUM' CO. MADE UP TO 31/03/04
2004-02-09	363s	RETURN MADE UP TO 11/02/04; FULL LIST OF MEMBERS
2003-12-29	AAMD	AMENDED FULL ACCOUNTS MADE UP TO 31/03/03
2003-08-06	AA	TOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/03/03
2003-02-25	363(288)	SECRETARY'S PARTICULARS CHANGED
2003-02-25	363s	RETURN MADE UP TO 11/02/03; FULL LIST OF MEMBERS
2002-12-12	287	REGISTERED OFFICE CHANGED ON 12/12/02 FROM: PADDOCK VIEW TANNERY LANE ODELL BEDFORDSHIRE MK43 7AJ
2002-05-22	225	ACC. REF. DATE EXTENDED FROM 28/02/03 TO 31/03/03
2002-05-22	88(2)R	AD 14/05/02--------- £ SI 9999@1=9999 £ IC 1/10000
2002-02-22	287	REGISTERED OFFICE CHANGED ON 22/02/02 FROM: 84 TEMPLE CHAMBERS TEMPLE AVENUE LONDON EC4Y 0HP
2002-02-22	288b	SECRETARY RESIGNED
2002-02-22	288a	NEW DIRECTOR APPOINTED
2002-02-22	288b	DIRECTOR RESIGNED
2002-02-22	288a	NEW SECRETARY APPOINTED
2002-02-11	NEWINC	INCORPORATION 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

65 - Insurance, reinsurance and pension funding, except compulsory social security

651 - Insurance

65110 - Life insurance

65 - Insurance, reinsurance and pension funding, except compulsory social security

653 - Pension funding

65300 - Pension funding

66 - Activities auxiliary to financial services and insurance activities

661 - Activities auxiliary to financial services, except insurance and pension funding

66190 - Activities auxiliary to financial intermediation n.e.c.

Licences & Regulatory approval

We could not find any licences issued to JANE SMITH FINANCIAL PLANNING LIMITED or authorisation from an industry specific regulator to operate. These may not be required.

Share this page on Facebook

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 JANE SMITH 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 JANE SMITH FINANCIAL PLANNING LIMITED's previous or outstanding mortgage charges.

Creditors

Creditors Due After One Year	2013-03-31	£ 11,373
Creditors Due After One Year	2012-03-31	£ 13,974
Creditors Due Within One Year	2013-03-31	£ 22,969
Creditors Due Within One Year	2012-03-31	£ 42,670

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
2020-03-31

Annual Accounts
2021-03-31

Annual Accounts
2022-03-31

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 JANE SMITH FINANCIAL PLANNING LIMITED

Financial Assets

Balance Sheet

Called Up Share Capital	2013-03-31	£ 9,900
Called Up Share Capital	2012-03-31	£ 11,000
Cash Bank In Hand	2013-03-31	£ 148,403
Cash Bank In Hand	2012-03-31	£ 206,328
Current Assets	2013-03-31	£ 160,623
Current Assets	2012-03-31	£ 213,599
Debtors	2013-03-31	£ 12,220
Debtors	2012-03-31	£ 7,271
Fixed Assets	2013-03-31	£ 39,583
Fixed Assets	2012-03-31	£ 33,921
Shareholder Funds	2013-03-31	£ 165,864
Shareholder Funds	2012-03-31	£ 190,876
Tangible Fixed Assets	2013-03-31	£ 21,274
Tangible Fixed Assets	2012-03-31	£ 33,921

Debtors and other cash assets

Intangible Assets

Patents

We have not found any records of JANE SMITH FINANCIAL PLANNING LIMITED registering or being granted any patents

Domain Names

JANE SMITH FINANCIAL PLANNING LIMITED owns 1 domain names.

janesmithfinancial.co.uk

Trademarks

We have not found any records of JANE SMITH FINANCIAL PLANNING LIMITED registering or being granted any trademarks

Income

Government Income

We have not found government income sources for JANE SMITH 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 JANE SMITH FINANCIAL PLANNING LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED	£ 5,053,043
ABRDN FUND MANAGERS LIMITED	£ 3,017,531
PICTET ASSET MANAGEMENT LIMITED	£ 647,110
DORSET HOUSE LTD	£ 572,427
ALLPAY LIMITED	£ 461,876
ARLINGCLOSE LIMITED	£ 227,102
FIL PENSIONS MANAGEMENT	£ 105,751
ASSET ADVANTAGE GROUP LIMITED	£ 92,418
CLOSE INVOICE FINANCE LIMITED	£ 61,134
3C PAYMENT UK LTD	£ 37,584
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
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 JANE SMITH 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 JANE SMITH 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 JANE SMITH FINANCIAL PLANNING LIMITED any grants or awards.

Ownership

We could not find any group structure information

Is this data useful to you?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Need more information?

We offer bespoke investigations into companies. If you need more information about this company we can gather more information as directed by you. This may, for example, be a forensic investigation such as tracing hidden assets. The engagement is on a time and materials basis. We charge GBP £ 500 per day + VAT. Contact us with a description of what you're looking for and we will assess whether we can help.