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

LIFESTYLE FINANCIAL PLANNING LIMITED

C/O LIFESTYLE FINANCIAL PLANNING LTD, UNIT 1 CHANDLERS HOUSE GANDERS BUSINESS PARK, MAIN ROAD KINGSLEY, BORDON, HAMPSHIRE, GU35 9LU,
Company Registration Number
04972368
Private Limited Company
Active

Company Overview

About Lifestyle Financial Planning Ltd
LIFESTYLE FINANCIAL PLANNING LIMITED was founded on 2003-11-21 and has its registered office in Bordon. The organisation's status is listed as "Active". Lifestyle 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
Company Name
LIFESTYLE FINANCIAL PLANNING LIMITED
 
Legal Registered Office
C/O LIFESTYLE FINANCIAL PLANNING LTD
UNIT 1 CHANDLERS HOUSE GANDERS BUSINESS PARK
MAIN ROAD KINGSLEY
BORDON
HAMPSHIRE
GU35 9LU
Other companies in GU35
 
Filing Information
Company Number 04972368
Company ID Number 04972368
Date formed 2003-11-21
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 28/02/2023
Account next due 30/11/2024
Latest return 21/11/2015
Return next due 19/12/2016
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-10-05 12:17:38
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for LIFESTYLE FINANCIAL PLANNING LIMITED
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Companies with same name LIFESTYLE FINANCIAL PLANNING LIMITED
The following companies were found which have the same name as LIFESTYLE FINANCIAL PLANNING LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
LIFESTYLE FINANCIAL PLANNING 4U LTD SUITE 5C FIRST FLOOR MILLENNIUM CITY OFFICE PARK BARNFIELD WAY PRESTON UNITED KINGDOM PR2 5DB Dissolved Company formed on the 2013-12-06
Lifestyle Financial Planning, LLC 401 5th Ave Lyons CO 80540 Voluntarily Dissolved Company formed on the 2006-01-14
LIFESTYLE FINANCIAL PLANNING PTY. LTD. QLD 4216 Active Company formed on the 1988-12-16
LIFESTYLE FINANCIAL PLANNING SERVICES (NO 2) PTY LTD VIC 3564 Active Company formed on the 2015-07-13
LIFESTYLE FINANCIAL PLANNING SERVICES (NO.1) PTY LTD VIC 3564 Dissolved Company formed on the 2004-05-21
LIFESTYLE FINANCIAL PLANNING INC California Unknown

Company Officers of LIFESTYLE FINANCIAL PLANNING LIMITED

Current Directors
Officer Role Date Appointed
ROBIN GRAHAM SEYMOUR
 Director 2008-02-18
Previous Officers
Officer Role Date Appointed Date Resigned
ANTHONY CHARLES WHEELER
 Company Secretary 2003-11-21 2010-07-31
MARK BRIDGLAND
 Director 2003-11-21 2008-02-18

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
ROBIN GRAHAM SEYMOUR CONKER ACCOUNTANCY LIMITED Director 2015-01-12 CURRENT 2015-01-12 Active
ROBIN GRAHAM SEYMOUR HELP YOUR FOOTBALL CLUB LTD Director 2014-11-13 CURRENT 2014-11-13 Active
ROBIN GRAHAM SEYMOUR PROTECTION & INVESTMENT LIMITED Director 2012-09-04 CURRENT 1999-04-22 Active
ROBIN GRAHAM SEYMOUR CONKER FINANCIAL SERVICES LIMITED Director 2006-12-13 CURRENT 1994-09-23 Active
ROBIN GRAHAM SEYMOUR CONKER LIMITED Director 2003-12-09 CURRENT 2003-11-21 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
2024-10-04CONFIRMATION STATEMENT MADE ON 04/10/24, WITH NO UPDATES
2023-10-04CONFIRMATION STATEMENT MADE ON 04/10/23, WITH UPDATES
2023-09-19Change of details for Mrs Beverly Jo Seymour as a person with significant control on 2022-08-12
2023-09-19CONFIRMATION STATEMENT MADE ON 05/09/23, WITH NO UPDATES
2023-07-1128/02/23 ACCOUNTS TOTAL EXEMPTION FULL
2022-10-19AA28/02/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-09-05CONFIRMATION STATEMENT MADE ON 05/09/22, WITH UPDATES
2022-09-05CS01CONFIRMATION STATEMENT MADE ON 05/09/22, WITH UPDATES
2022-08-26APPOINTMENT TERMINATED, DIRECTOR ROBIN GRAHAM SEYMOUR
2022-08-26CESSATION OF ROBIN GRAHAM SEYMOUR AS A PERSON OF SIGNIFICANT CONTROL
2022-08-26PSC07CESSATION OF ROBIN GRAHAM SEYMOUR AS A PERSON OF SIGNIFICANT CONTROL
2022-08-26TM01APPOINTMENT TERMINATED, DIRECTOR ROBIN GRAHAM SEYMOUR
2021-11-25AA28/02/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-11-23CS01CONFIRMATION STATEMENT MADE ON 15/11/21, WITH UPDATES
2021-11-23AP01DIRECTOR APPOINTED MR DANIEL SIMON READ
2021-11-23SH0115/11/21 STATEMENT OF CAPITAL GBP 1400
2021-11-11PSC04Change of details for Mr Robin Graham Seymour as a person with significant control on 2020-12-31
2021-07-16CS01CONFIRMATION STATEMENT MADE ON 16/07/21, WITH UPDATES
2021-07-16AP01DIRECTOR APPOINTED MRS STEPHANIE GREENHALGH
2020-10-09AA29/02/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-10-07CS01CONFIRMATION STATEMENT MADE ON 07/10/20, WITH UPDATES
2020-10-07SH0101/07/20 STATEMENT OF CAPITAL GBP 1100
2020-07-13CS01CONFIRMATION STATEMENT MADE ON 23/06/20, WITH NO UPDATES
2019-08-29AA28/02/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-06-28CS01CONFIRMATION STATEMENT MADE ON 23/06/19, WITH NO UPDATES
2018-11-09AA28/02/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-08-01CS01CONFIRMATION STATEMENT MADE ON 23/06/18, WITH UPDATES
2018-08-01PSC04PSC'S CHANGE OF PARTICULARS / MRS BEVERLEY JO SEYMOUR / 01/01/2017
2018-08-01PSC04PSC'S CHANGE OF PARTICULARS / MR ROBIN GRAHAM SEYMOUR / 01/01/2017
2018-08-01PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL BEVERLEY JO SEYMOUR
2017-11-27AA28/02/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-06-23CS01CONFIRMATION STATEMENT MADE ON 23/06/17, WITH UPDATES
2016-12-14LATEST SOC14/12/16 STATEMENT OF CAPITAL;GBP 1000
2016-12-14CS01CONFIRMATION STATEMENT MADE ON 21/11/16, WITH UPDATES
2016-11-30AA28/02/16 ACCOUNTS TOTAL EXEMPTION SMALL
2015-12-03LATEST SOC03/12/15 STATEMENT OF CAPITAL;GBP 1000
2015-12-03AR0121/11/15 ANNUAL RETURN FULL LIST
2015-11-30AA28/02/15 ACCOUNTS TOTAL EXEMPTION SMALL
2014-12-17LATEST SOC17/12/14 STATEMENT OF CAPITAL;GBP 1000
2014-12-17AR0121/11/14 ANNUAL RETURN FULL LIST
2014-11-28AA28/02/14 ACCOUNTS TOTAL EXEMPTION SMALL
2013-12-05LATEST SOC05/12/13 STATEMENT OF CAPITAL;GBP 1000
2013-12-05AR0121/11/13 ANNUAL RETURN FULL LIST
2013-12-05CH01Director's details changed for Mr Robin Graham Seymour on 2013-02-19
2013-11-29AA28/02/13 ACCOUNTS TOTAL EXEMPTION SMALL
2012-12-21AR0121/11/12 ANNUAL RETURN FULL LIST
2012-11-30AA28/02/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-02-03AR0121/11/11 ANNUAL RETURN FULL LIST
2011-11-30AA28/02/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-02-08AR0121/11/10 ANNUAL RETURN FULL LIST
2010-11-30AA28/02/10 ACCOUNTS TOTAL EXEMPTION SMALL
2010-11-25TM02APPOINTMENT TERMINATION COMPANY SECRETARY ANTHONY WHEELER
2010-07-06AD01REGISTERED OFFICE CHANGED ON 06/07/10 FROM C/O Abacus Business Solutions 1a Rookery Farm Ramsdean Petersfield Hampshire GU32 1RU
2009-11-26AR0121/11/09 ANNUAL RETURN FULL LIST
2009-11-26CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ROBIN GRAHAM SEYMOUR / 26/11/2009
2009-11-26AA28/02/09 TOTAL EXEMPTION SMALL
2009-09-28225PREVEXT FROM 30/11/2008 TO 28/02/2009
2009-02-26363aRETURN MADE UP TO 21/11/08; FULL LIST OF MEMBERS
2009-02-26190LOCATION OF DEBENTURE REGISTER
2009-02-26287REGISTERED OFFICE CHANGED ON 26/02/2009 FROM C/O ABACUS BUSINESS SOLUTIONS 1A ROOKERY FARM RAMSDEAN, PETERSFIELD HAMPSHIRE GU321RU
2009-02-26353LOCATION OF REGISTER OF MEMBERS
2009-02-26288cSECRETARY'S CHANGE OF PARTICULARS / ANTHONY WHEELER / 13/12/2007
2008-03-03363aRETURN MADE UP TO 21/11/07; FULL LIST OF MEMBERS
2008-02-29AAACCOUNTS OF DORMANT COMPANY MADE UP TO 30/11/07
2008-02-28288aDIRECTOR APPOINTED MR ROBIN GRAHAM SEYMOUR
2008-02-27288bAPPOINTMENT TERMINATED DIRECTOR MARK BRIDGLAND
2007-06-29AAACCOUNTS OF DORMANT COMPANY MADE UP TO 30/11/06
2007-06-29363aRETURN MADE UP TO 21/11/06; FULL LIST OF MEMBERS
2006-11-09AAACCOUNTS OF DORMANT COMPANY MADE UP TO 30/11/05
2006-04-27363aRETURN MADE UP TO 21/11/05; FULL LIST OF MEMBERS
2006-04-27287REGISTERED OFFICE CHANGED ON 27/04/06 FROM: C/O ABACUS BUSINESS SOLUTIONS 24-28 FOREST CENTRE BORDON HAMPSHIRE GU35 0TN
2005-03-22AAACCOUNTS OF DORMANT COMPANY MADE UP TO 30/11/04
2005-02-05363sRETURN MADE UP TO 21/11/04; FULL LIST OF MEMBERS
2003-11-21NEWINCINCORPORATION 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 LIFESTYLE 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 LIFESTYLE FINANCIAL PLANNING LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
LIFESTYLE FINANCIAL PLANNING LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges1.5099
MortgagesNumMortOutstanding0.9593
MortgagesNumMortPartSatisfied0.007
MortgagesNumMortSatisfied0.5496

This shows the max and average number of mortgages for companies with the same SIC code of 64999 - Financial intermediation not elsewhere classified

Creditors
Creditors Due After One Year 2012-02-29 £ 34,698
Creditors Due Within One Year 2012-02-29 £ 104,237

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2013-02-28
Annual Accounts
2014-02-28
Annual Accounts
2015-02-28
Annual Accounts
2016-02-28
Annual Accounts
2017-02-28
Annual Accounts
2018-02-28
Annual Accounts
2019-02-28
Annual Accounts
2020-02-29
Annual Accounts
2021-02-28
Annual Accounts
2022-02-28

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 LIFESTYLE FINANCIAL PLANNING LIMITED

Financial Assets
Balance Sheet
Called Up Share Capital 2012-02-29 £ 1,000
Cash Bank In Hand 2012-02-29 £ 74,279
Current Assets 2012-02-29 £ 91,789
Debtors 2012-02-29 £ 17,510
Fixed Assets 2012-02-29 £ 86,961
Shareholder Funds 2012-02-29 £ 39,815
Tangible Fixed Assets 2012-02-29 £ 46,587

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of LIFESTYLE FINANCIAL PLANNING LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for LIFESTYLE FINANCIAL PLANNING LIMITED
Trademarks
We have not found any records of LIFESTYLE FINANCIAL PLANNING LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for LIFESTYLE 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 LIFESTYLE 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 LIFESTYLE 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 LIFESTYLE 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 LIFESTYLE FINANCIAL PLANNING LIMITED any grants or awards.
Ownership
    We could not find any group structure information
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    Other companies at postcode GU35 9LU