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Home > England & Wales Companies > MY WEALTH ESTATE PLANNING LIMITED
Company Information for

MY WEALTH ESTATE PLANNING LIMITED

THIRD FLOOR, 5 ST PAUL'S SQUARE, LIVERPOOL, L3 9SJ,
Company Registration Number
05247007
Private Limited Company
Active

Company Overview

About My Wealth Estate Planning Ltd
MY WEALTH ESTATE PLANNING LIMITED was founded on 2004-09-30 and has its registered office in Liverpool. The organisation's status is listed as "Active". My Wealth Estate Planning Limited is a Private Limited Company registered in UNITED KINGDOM with Companies House and the accounts submission requirement is categorised as AUDIT EXEMPTION SUBSIDIARY
Key Data
Company Name
MY WEALTH ESTATE PLANNING LIMITED
 
Legal Registered Office
THIRD FLOOR
5 ST PAUL'S SQUARE
LIVERPOOL
L3 9SJ
Other companies in BS48
 
Previous Names
AFFINITY ESTATE PLANNING LIMITED23/06/2017
Filing Information
Company Number 05247007
Company ID Number 05247007
Date formed 2004-09-30
Country UNITED KINGDOM
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/12/2023
Account next due 30/09/2025
Latest return 31/10/2015
Return next due 28/10/2016
Type of accounts AUDIT EXEMPTION SUBSIDIARY
Last Datalog update: 2024-09-08 23:51:25
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for MY WEALTH ESTATE PLANNING LIMITED
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Company Officers of MY WEALTH ESTATE PLANNING LIMITED

Current Directors
Officer Role Date Appointed
MARK LEONARD HUTCHINSON
 Company Secretary 2016-05-11
DAVID FREDERICK CASSIDY
 Director 2016-05-11
IAN COPELIN
 Director 2017-10-13
MARK LEONARD HUTCHINSON
 Director 2016-05-11
PAUL ERIC MORTON
 Director 2017-10-13
STUART MURRAY PAYNE
 Director 2016-05-11
JONATHAN ROY WATTS-LAY
 Director 2017-10-13
Previous Officers
Officer Role Date Appointed Date Resigned
BETTINA BULL
 Director 2005-10-28 2018-05-04
ABBE SMITH
 Company Secretary 2005-11-01 2016-05-11
RICHARD CAMPBELL
 Director 2004-09-30 2016-05-11
CHRISTINE DOROTHY DRAGUNAS
 Director 2004-09-30 2016-05-11
ANDREW ERIC MITCHELL
 Director 2004-12-08 2008-07-15
RICHARD CAMPBELL
 Company Secretary 2004-09-30 2005-11-01
COLIN BEECH
 Director 2004-12-08 2005-10-28

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
DAVID FREDERICK CASSIDY WEALTH AT WORK TRUSTEES LIMITED Director 2017-10-13 CURRENT 2011-01-07 Active
DAVID FREDERICK CASSIDY AFFINITY FINANCIAL AWARENESS LIMITED Director 2016-05-11 CURRENT 2004-09-30 Active
DAVID FREDERICK CASSIDY THE FARLEIGH GROUP LIMITED Director 2016-05-11 CURRENT 2004-09-30 Active
DAVID FREDERICK CASSIDY AFFINITY CONNECT LIMITED Director 2016-05-11 CURRENT 2001-07-23 Active
DAVID FREDERICK CASSIDY LIFE ACADEMY LTD Director 2015-08-27 CURRENT 2011-02-01 Active
DAVID FREDERICK CASSIDY WEALTH AT WORK GROUP LIMITED Director 2015-08-12 CURRENT 2015-07-07 Active
DAVID FREDERICK CASSIDY MY WEALTH ONLINE LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
DAVID FREDERICK CASSIDY MY WEALTH LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
DAVID FREDERICK CASSIDY MARSHALL ZOING LIMITED Director 2012-07-13 CURRENT 2002-12-12 Active
DAVID FREDERICK CASSIDY WEALTH AT WORK HOLDINGS LIMITED Director 2009-05-11 CURRENT 2009-05-11 Active
DAVID FREDERICK CASSIDY WEALTH AT WORK MIDCO LIMITED Director 2009-04-29 CURRENT 2009-04-29 Active
DAVID FREDERICK CASSIDY WEALTH AT WORK LIMITED Director 2004-10-04 CURRENT 2004-09-08 Active
IAN COPELIN THE FARLEIGH GROUP LIMITED Director 2017-10-13 CURRENT 2004-09-30 Active
IAN COPELIN MARSHALL ZOING LIMITED Director 2017-10-13 CURRENT 2002-12-12 Active
IAN COPELIN LIFE ACADEMY LTD Director 2017-10-13 CURRENT 2011-02-01 Active
IAN COPELIN AFFINITY CONNECT LIMITED Director 2017-10-13 CURRENT 2001-07-23 Active
IAN COPELIN AFFINITY FINANCIAL AWARENESS LIMITED Director 2016-07-25 CURRENT 2004-09-30 Active
IAN COPELIN WEALTH AT WORK GROUP LIMITED Director 2015-08-12 CURRENT 2015-07-07 Active
IAN COPELIN MY WEALTH ONLINE LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
IAN COPELIN MY WEALTH LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
IAN COPELIN WEALTH AT WORK HOLDINGS LIMITED Director 2011-10-19 CURRENT 2009-05-11 Active
IAN COPELIN WEALTH AT WORK MIDCO LIMITED Director 2011-10-19 CURRENT 2009-04-29 Active
IAN COPELIN WEALTH AT WORK TRUSTEES LIMITED Director 2011-01-07 CURRENT 2011-01-07 Active
IAN COPELIN WEALTH AT WORK LIMITED Director 2009-08-06 CURRENT 2004-09-08 Active
MARK LEONARD HUTCHINSON WEALTH AT WORK PENSION TRUSTEES LIMITED Director 2017-12-07 CURRENT 2017-12-07 Active
MARK LEONARD HUTCHINSON AFFINITY FINANCIAL AWARENESS LIMITED Director 2016-05-11 CURRENT 2004-09-30 Active
MARK LEONARD HUTCHINSON THE FARLEIGH GROUP LIMITED Director 2016-05-11 CURRENT 2004-09-30 Active
MARK LEONARD HUTCHINSON AFFINITY CONNECT LIMITED Director 2016-05-11 CURRENT 2001-07-23 Active
MARK LEONARD HUTCHINSON LIFE ACADEMY LTD Director 2015-08-27 CURRENT 2011-02-01 Active
MARK LEONARD HUTCHINSON WEALTH AT WORK GROUP LIMITED Director 2015-08-12 CURRENT 2015-07-07 Active
MARK LEONARD HUTCHINSON MY WEALTH ONLINE LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
MARK LEONARD HUTCHINSON MY WEALTH LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
MARK LEONARD HUTCHINSON MARSHALL ZOING LIMITED Director 2012-07-13 CURRENT 2002-12-12 Active
MARK LEONARD HUTCHINSON WEALTH AT WORK HOLDINGS LIMITED Director 2011-10-19 CURRENT 2009-05-11 Active
MARK LEONARD HUTCHINSON WEALTH AT WORK MIDCO LIMITED Director 2011-10-19 CURRENT 2009-04-29 Active
MARK LEONARD HUTCHINSON WEALTH AT WORK TRUSTEES LIMITED Director 2011-01-07 CURRENT 2011-01-07 Active
MARK LEONARD HUTCHINSON WEALTH AT WORK LIMITED Director 2009-08-06 CURRENT 2004-09-08 Active
PAUL ERIC MORTON THE FARLEIGH GROUP LIMITED Director 2017-10-13 CURRENT 2004-09-30 Active
PAUL ERIC MORTON LIFE ACADEMY LTD Director 2017-10-13 CURRENT 2011-02-01 Active
PAUL ERIC MORTON AFFINITY CONNECT LIMITED Director 2017-10-13 CURRENT 2001-07-23 Active
PAUL ERIC MORTON AFFINITY FINANCIAL AWARENESS LIMITED Director 2016-07-25 CURRENT 2004-09-30 Active
PAUL ERIC MORTON MARSHALL ZOING LIMITED Director 2016-03-04 CURRENT 2002-12-12 Active
PAUL ERIC MORTON WEALTH AT WORK GROUP LIMITED Director 2015-08-12 CURRENT 2015-07-07 Active
PAUL ERIC MORTON MY WEALTH ONLINE LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
PAUL ERIC MORTON MY WEALTH LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
PAUL ERIC MORTON WEALTH AT WORK HOLDINGS LIMITED Director 2011-10-19 CURRENT 2009-05-11 Active
PAUL ERIC MORTON WEALTH AT WORK MIDCO LIMITED Director 2011-10-19 CURRENT 2009-04-29 Active
PAUL ERIC MORTON WEALTH AT WORK TRUSTEES LIMITED Director 2011-01-07 CURRENT 2011-01-07 Active
PAUL ERIC MORTON WEALTH AT WORK LIMITED Director 2009-08-06 CURRENT 2004-09-08 Active
STUART MURRAY PAYNE WEALTH AT WORK PENSION TRUSTEES LIMITED Director 2017-12-07 CURRENT 2017-12-07 Active
STUART MURRAY PAYNE WEALTH AT WORK TRUSTEES LIMITED Director 2017-10-13 CURRENT 2011-01-07 Active
STUART MURRAY PAYNE AFFINITY FINANCIAL AWARENESS LIMITED Director 2016-05-11 CURRENT 2004-09-30 Active
STUART MURRAY PAYNE THE FARLEIGH GROUP LIMITED Director 2016-05-11 CURRENT 2004-09-30 Active
STUART MURRAY PAYNE AFFINITY CONNECT LIMITED Director 2016-05-11 CURRENT 2001-07-23 Active
STUART MURRAY PAYNE LIFE ACADEMY LTD Director 2015-08-27 CURRENT 2011-02-01 Active
STUART MURRAY PAYNE WEALTH AT WORK GROUP LIMITED Director 2015-08-12 CURRENT 2015-07-07 Active
STUART MURRAY PAYNE MY WEALTH ONLINE LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
STUART MURRAY PAYNE MY WEALTH LIMITED Director 2014-05-23 CURRENT 2014-05-23 Active
STUART MURRAY PAYNE MARSHALL ZOING LIMITED Director 2012-07-13 CURRENT 2002-12-12 Active
STUART MURRAY PAYNE WEALTH AT WORK HOLDINGS LIMITED Director 2009-09-22 CURRENT 2009-05-11 Active
STUART MURRAY PAYNE WEALTH AT WORK MIDCO LIMITED Director 2009-09-22 CURRENT 2009-04-29 Active
STUART MURRAY PAYNE WEALTH AT WORK LIMITED Director 2009-09-22 CURRENT 2004-09-08 Active
JONATHAN ROY WATTS-LAY AFFINITY FINANCIAL AWARENESS LIMITED Director 2017-10-13 CURRENT 2004-09-30 Active
JONATHAN ROY WATTS-LAY THE FARLEIGH GROUP LIMITED Director 2017-10-13 CURRENT 2004-09-30 Active
JONATHAN ROY WATTS-LAY WEALTH AT WORK TRUSTEES LIMITED Director 2017-10-13 CURRENT 2011-01-07 Active
JONATHAN ROY WATTS-LAY MARSHALL ZOING LIMITED Director 2017-10-13 CURRENT 2002-12-12 Active
JONATHAN ROY WATTS-LAY LIFE ACADEMY LTD Director 2017-10-13 CURRENT 2011-02-01 Active
JONATHAN ROY WATTS-LAY AFFINITY CONNECT LIMITED Director 2016-12-30 CURRENT 2001-07-23 Active
JONATHAN ROY WATTS-LAY WEALTH AT WORK GROUP LIMITED Director 2015-08-12 CURRENT 2015-07-07 Active
JONATHAN ROY WATTS-LAY WEALTH AT WORK HOLDINGS LIMITED Director 2009-05-11 CURRENT 2009-05-11 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
2024-08-18Audit exemption statement of guarantee by parent company for period ending 31/12/23
2024-08-18Notice of agreement to exemption from audit of accounts for period ending 31/12/23
2024-08-18Consolidated accounts of parent company for subsidiary company period ending 31/12/23
2024-08-18Audit exemption subsidiary accounts made up to 2023-12-31
2024-04-02Director's details changed for Mr Mark Leonard Hutchinson on 2024-01-01
2023-10-12Notice of agreement to exemption from audit of accounts for period ending 31/12/22
2023-10-12Audit exemption statement of guarantee by parent company for period ending 31/12/22
2023-10-12Consolidated accounts of parent company for subsidiary company period ending 31/12/22
2023-10-12Audit exemption subsidiary accounts made up to 2022-12-31
2023-02-20Director's details changed for Mr Stuart Murray Payne on 2023-02-06
2023-02-20Director's details changed for Mr Jonathan Roy Watts-Lay on 2023-02-06
2023-02-17Director's details changed for Mr Paul Eric Morton on 2023-02-06
2023-02-16Change of details for The Farleigh Group Limited as a person with significant control on 2023-02-06
2023-02-10Director's details changed for Mr Mark Leonard Hutchinson on 2023-02-06
2023-02-10Director's details changed for Mr David Frederick Cassidy on 2023-02-06
2023-02-10SECRETARY'S DETAILS CHNAGED FOR MR MARK LEONARD HUTCHINSON on 2023-02-06
2023-02-09Director's details changed for Ian Copelin on 2023-02-06
2023-02-06REGISTERED OFFICE CHANGED ON 06/02/23 FROM 5 Temple Square Temple Street Liverpool L2 5RH England
2022-10-10Audit exemption statement of guarantee by parent company for period ending 31/12/21
2022-10-10Notice of agreement to exemption from audit of accounts for period ending 31/12/21
2022-10-10Consolidated accounts of parent company for subsidiary company period ending 31/12/21
2022-10-10Audit exemption subsidiary accounts made up to 2021-12-31
2022-10-10PARENT_ACCConsolidated accounts of parent company for subsidiary company period ending 31/12/21
2022-10-10AGREEMENT2Notice of agreement to exemption from audit of accounts for period ending 31/12/21
2022-10-10GUARANTEE2Audit exemption statement of guarantee by parent company for period ending 31/12/21
2022-05-16CH01Director's details changed for Ian Copelin on 2021-08-09
2022-05-11CS01CONFIRMATION STATEMENT MADE ON 29/04/22, WITH NO UPDATES
2021-07-03AAFULL ACCOUNTS MADE UP TO 31/12/20
2021-05-07CS01CONFIRMATION STATEMENT MADE ON 29/04/21, WITH NO UPDATES
2020-08-24AAFULL ACCOUNTS MADE UP TO 31/12/19
2020-04-30CS01CONFIRMATION STATEMENT MADE ON 29/04/20, WITH UPDATES
2019-12-03CH01Director's details changed for Mr Stuart Murray Payne on 2016-05-11
2019-10-03SH0124/09/19 STATEMENT OF CAPITAL GBP 60100
2019-08-01AAFULL ACCOUNTS MADE UP TO 31/12/18
2019-05-09CS01CONFIRMATION STATEMENT MADE ON 29/04/19, WITH UPDATES
2019-01-14SH0106/12/18 STATEMENT OF CAPITAL GBP 50100
2018-10-19CS01CONFIRMATION STATEMENT MADE ON 12/10/18, WITH UPDATES
2018-09-24AAFULL ACCOUNTS MADE UP TO 31/12/17
2018-05-18TM01APPOINTMENT TERMINATED, DIRECTOR BETTINA BULL
2018-01-10LATEST SOC10/01/18 STATEMENT OF CAPITAL;GBP 30100
2018-01-10SH0115/12/17 STATEMENT OF CAPITAL GBP 30100
2017-11-30PARENT_ACCConsolidated accounts of parent company for subsidiary company period ending 31/12/16
2017-11-30AGREEMENT1Notice of agreement to exemption from filing of accounts for period ending 31/12/16
2017-11-30GUARANTEE1Filing exemption statement of guarantee by parent company for period ending 31/12/16
2017-10-26CS01CONFIRMATION STATEMENT MADE ON 12/10/17, WITH NO UPDATES
2017-10-24AP01DIRECTOR APPOINTED JONATHAN ROY WATTS-LAY
2017-10-24AP01DIRECTOR APPOINTED IAN COPELIN
2017-10-24AP01DIRECTOR APPOINTED MR PAUL ERIC MORTON
2017-06-23RES15CHANGE OF COMPANY NAME 23/06/17
2017-06-23CERTNMCOMPANY NAME CHANGED AFFINITY ESTATE PLANNING LIMITED CERTIFICATE ISSUED ON 23/06/17
2016-10-12LATEST SOC12/10/16 STATEMENT OF CAPITAL;GBP 100
2016-10-12CS01CONFIRMATION STATEMENT MADE ON 12/10/16, WITH UPDATES
2016-08-19AD03Registers moved to registered inspection location of 1 C/O Kpmg Llp St. Peters Square Manchester M2 3AE
2016-08-19AD02Register inspection address changed to 1 C/O Kpmg Llp St. Peters Square Manchester M2 3AE
2016-06-20RES01ADOPT ARTICLES 20/06/16
2016-06-20AD01REGISTERED OFFICE CHANGED ON 20/06/16 FROM 8 Farleigh Court Old Weston Road Flax Bourton Bristol BS48 1UR
2016-05-27AP01DIRECTOR APPOINTED MR DAVID FREDERICK CASSIDY
2016-05-26TM01APPOINTMENT TERMINATED, DIRECTOR CHRISTINE DRAGUNAS
2016-05-26TM01APPOINTMENT TERMINATED, DIRECTOR RICHARD CAMPBELL
2016-05-26AP03SECRETARY APPOINTED MR MARK LEONARD HUTCHINSON
2016-05-26AP01DIRECTOR APPOINTED MR STUART PAYNE
2016-05-25TM02APPOINTMENT TERMINATED, SECRETARY ABBE SMITH
2016-05-25AP01DIRECTOR APPOINTED MR MARK LEONARD HUTCHINSON
2016-02-22LATEST SOC22/02/16 STATEMENT OF CAPITAL;GBP 100
2016-02-22AR0131/10/15 FULL LIST
2016-02-19AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/15
2015-10-27LATEST SOC27/10/15 STATEMENT OF CAPITAL;GBP 100
2015-10-27AR0130/09/15 FULL LIST
2015-10-27CH03SECRETARY'S CHANGE OF PARTICULARS / MRS ABBE SMITH / 01/10/2015
2015-10-02AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/14
2015-01-30RES01ADOPT ARTICLES 01/01/2015
2014-10-03LATEST SOC03/10/14 STATEMENT OF CAPITAL;GBP 100
2014-10-03AR0130/09/14 FULL LIST
2014-04-23AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/13
2013-09-30LATEST SOC30/09/13 STATEMENT OF CAPITAL;GBP 100
2013-09-30AR0130/09/13 FULL LIST
2013-09-30CH01DIRECTOR'S CHANGE OF PARTICULARS / MRS BETTINA BULL / 01/09/2013
2013-07-24AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/12
2013-05-30CH03SECRETARY'S CHANGE OF PARTICULARS / MISS ABBE DRAGUNAS / 01/09/2012
2012-10-26AR0130/09/12 FULL LIST
2012-09-12AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/11
2012-05-25CH03SECRETARY'S CHANGE OF PARTICULARS / MISS ABBE DRAGUNAS / 25/05/2012
2011-10-10AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/10
2011-09-30AR0130/09/11 FULL LIST
2011-09-30CH01DIRECTOR'S CHANGE OF PARTICULARS / BETTINA BULL / 30/09/2011
2011-09-30AD01REGISTERED OFFICE CHANGED ON 30/09/2011 FROM 8 FARLEIGH COURT FLAX BOURTON BRISTOL BS48 1UL
2011-09-30AD01REGISTERED OFFICE CHANGED ON 30/09/2011 FROM, 8 FARLEIGH COURT, FLAX BOURTON, BRISTOL, BS48 1UL
2010-10-22AR0130/09/10 FULL LIST
2010-10-22CH01DIRECTOR'S CHANGE OF PARTICULARS / BETTINA BULL / 30/09/2010
2010-06-22AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/09
2010-05-13CH03SECRETARY'S CHANGE OF PARTICULARS / MISS ABBE DRAGUNAS / 13/05/2010
2010-05-13CH01DIRECTOR'S CHANGE OF PARTICULARS / CHRISTINE DOROTHY DRAGUNAS / 06/02/2010
2010-05-13CH01DIRECTOR'S CHANGE OF PARTICULARS / RICHARD CAMPBELL / 06/02/2010
2009-10-29AR0130/09/09 FULL LIST
2009-06-16AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/08
2008-12-16363aRETURN MADE UP TO 30/09/08; FULL LIST OF MEMBERS
2008-09-30AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/07
2008-07-17288bAPPOINTMENT TERMINATED DIRECTOR ANDREW MITCHELL
2007-10-31363aRETURN MADE UP TO 30/09/07; FULL LIST OF MEMBERS
2007-10-29AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/06
2007-08-23RES01ALTERATION TO MEMORANDUM AND ARTICLES
2006-10-23363aRETURN MADE UP TO 30/09/06; FULL LIST OF MEMBERS
2006-08-02AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/12/05
2005-12-16288aNEW SECRETARY APPOINTED
2005-12-16288bSECRETARY RESIGNED
2005-11-30363sRETURN MADE UP TO 30/09/05; FULL LIST OF MEMBERS
2005-11-17288bDIRECTOR RESIGNED
2005-11-17288aNEW DIRECTOR APPOINTED
2005-01-04288aNEW DIRECTOR APPOINTED
2005-01-04288aNEW DIRECTOR APPOINTED
2004-11-0388(2)RAD 01/10/04-01/10/04 £ SI 98@1=98 £ IC 2/100
2004-10-07225ACC. REF. DATE EXTENDED FROM 30/09/05 TO 31/12/05
2004-09-30NEWINCINCORPORATION 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 MY WEALTH ESTATE 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 MY WEALTH ESTATE 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
MY WEALTH ESTATE 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

Filed Financial Reports
Annual Accounts
2013-12-31
Annual Accounts
2012-12-31
Annual Accounts
2011-12-31
Annual Accounts
2009-12-31
Annual Accounts
2008-12-31
Annual Accounts
2007-12-31
Annual Accounts
2015-12-31

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 MY WEALTH ESTATE PLANNING LIMITED

Intangible Assets
Patents
We have not found any records of MY WEALTH ESTATE PLANNING LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for MY WEALTH ESTATE PLANNING LIMITED
Trademarks
We have not found any records of MY WEALTH ESTATE PLANNING LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for MY WEALTH ESTATE 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 MY WEALTH ESTATE 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 MY WEALTH ESTATE 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 MY WEALTH ESTATE 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 MY WEALTH ESTATE PLANNING LIMITED any grants or awards.
Ownership
    We could not find any group structure information
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