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

POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED

12 STOKE PARK ROAD, STOKE BISHOP, BRISTOL, BS9 1LF,
Company Registration Number
05492767
Private Limited Company
Active

Company Overview

About Positive Independent Financial Planning Ltd
POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED was founded on 2005-06-28 and has its registered office in Stoke Bishop. The organisation's status is listed as "Active". Positive Independent Financial Planning Limited is a Private Limited Company registered in UNITED KINGDOM with Companies House and the accounts submission requirement is categorised as MICRO ENTITY
Key Data
Company Name
POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED
 
Legal Registered Office
12 STOKE PARK ROAD
STOKE BISHOP
BRISTOL
BS9 1LF
Other companies in BS9
 
Previous Names
POSITIVE SOLUTIONS INDEPENDENT FINANCIAL PLANNING LIMITED31/12/2021
PINNACLE INDEPENDENT FINANCIAL SERVICES LIMITED31/07/2020
Filing Information
Company Number 05492767
Company ID Number 05492767
Date formed 2005-06-28
Country UNITED KINGDOM
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/03/2023
Account next due 31/12/2024
Latest return 28/06/2016
Return next due 26/07/2017
Type of accounts MICRO ENTITY
Last Datalog update: 2023-12-06 21:28:27
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED
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Company Officers of POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED

Current Directors
Officer Role Date Appointed
HAZEL MARIE BURMAN
Company Secretary 2005-06-28
MATTHEW EDWARD BURMAN
Director 2005-06-28

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
2023-06-29CONFIRMATION STATEMENT MADE ON 28/06/23, WITH NO UPDATES
2022-12-08AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/22
2022-06-29CS01CONFIRMATION STATEMENT MADE ON 28/06/22, WITH NO UPDATES
2022-01-04DIRECTOR APPOINTED MRS HAZEL MARIE BURMAN
2022-01-04AP01DIRECTOR APPOINTED MRS HAZEL MARIE BURMAN
2021-12-31Company name changed positive solutions independent financial planning LIMITED\certificate issued on 31/12/21
2021-12-31CERTNMCompany name changed positive solutions independent financial planning LIMITED\certificate issued on 31/12/21
2021-12-30MICRO ENTITY ACCOUNTS MADE UP TO 31/03/21
2021-12-30AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/21
2021-07-02CS01CONFIRMATION STATEMENT MADE ON 28/06/21, WITH NO UPDATES
2021-05-11PSC04Change of details for Mrs Hazel Marie Burman as a person with significant control on 2021-05-11
2021-05-11CH01Director's details changed for Mr Matthew Edward Burman on 2021-05-11
2021-02-12AAMDAmended mirco entity accounts made up to 2020-03-31
2020-09-30AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/20
2020-09-30AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/20
2020-07-31RES15CHANGE OF COMPANY NAME 31/07/20
2020-06-30CS01CONFIRMATION STATEMENT MADE ON 28/06/20, WITH NO UPDATES
2019-11-05AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/19
2019-06-30CS01CONFIRMATION STATEMENT MADE ON 28/06/19, WITH NO UPDATES
2019-04-23AA01Previous accounting period shortened from 30/06/19 TO 31/03/19
2019-02-06CH03SECRETARY'S DETAILS CHNAGED FOR HAZEL MARIE BURMAN on 2019-02-06
2019-02-06AD01REGISTERED OFFICE CHANGED ON 06/02/19 FROM 12 Stoke Park Road Bristol BS9 1LF England
2019-02-06CH01Director's details changed for Mr Matthew Edward Burman on 2019-02-06
2018-12-28AD01REGISTERED OFFICE CHANGED ON 28/12/18 FROM 28 Glen Drive Stoke Bishop Bristol BS9 1SB
2018-10-11AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/18
2018-06-28CS01CONFIRMATION STATEMENT MADE ON 28/06/18, WITH NO UPDATES
2018-01-24AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/17
2017-07-01PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL HAZEL MARIE BURMAN
2017-07-01PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL MATTHEW EDWARD BURMAN
2017-06-29CS01CONFIRMATION STATEMENT MADE ON 28/06/17, WITH NO UPDATES
2017-03-21AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/16
2016-07-01LATEST SOC01/07/16 STATEMENT OF CAPITAL;GBP 100
2016-07-01AR0128/06/16 ANNUAL RETURN FULL LIST
2016-03-31AA30/06/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-06-29LATEST SOC29/06/15 STATEMENT OF CAPITAL;GBP 100
2015-06-29AR0128/06/15 ANNUAL RETURN FULL LIST
2015-03-31AA30/06/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-06-29LATEST SOC29/06/14 STATEMENT OF CAPITAL;GBP 10
2014-06-29AR0128/06/14 ANNUAL RETURN FULL LIST
2014-04-07AA30/06/13 ACCOUNTS TOTAL EXEMPTION FULL
2013-08-09AR0128/06/13 ANNUAL RETURN FULL LIST
2013-04-05AA30/06/12 ACCOUNTS TOTAL EXEMPTION FULL
2012-06-29AR0128/06/12 ANNUAL RETURN FULL LIST
2012-04-12AA30/06/11 ACCOUNTS TOTAL EXEMPTION FULL
2011-06-29AR0128/06/11 ANNUAL RETURN FULL LIST
2011-04-01AA30/06/10 ACCOUNTS TOTAL EXEMPTION FULL
2010-06-29AR0128/06/10 ANNUAL RETURN FULL LIST
2010-06-29CH01Director's details changed for Matthew Edward Burman on 2010-06-28
2010-04-01AA30/06/09 ACCOUNTS TOTAL EXEMPTION FULL
2009-07-20363aReturn made up to 28/06/09; full list of members
2009-04-16AA30/06/08 ACCOUNTS TOTAL EXEMPTION FULL
2008-06-30363aRETURN MADE UP TO 28/06/08; FULL LIST OF MEMBERS
2008-04-17AA30/06/07 TOTAL EXEMPTION FULL
2007-10-0988(2)RAD 08/10/07--------- £ SI 9@1=9 £ IC 1/10
2007-07-13363aRETURN MADE UP TO 28/06/07; FULL LIST OF MEMBERS
2007-06-04AATOTAL EXEMPTION FULL ACCOUNTS MADE UP TO 30/06/06
2006-07-24288cDIRECTOR'S PARTICULARS CHANGED
2006-07-24288cSECRETARY'S PARTICULARS CHANGED
2006-07-24363aRETURN MADE UP TO 28/06/06; FULL LIST OF MEMBERS
2006-05-24288cSECRETARY'S PARTICULARS CHANGED
2005-09-09287REGISTERED OFFICE CHANGED ON 09/09/05 FROM: 20 TERESLAKE GREEN WESTBURY ON TRYM BRISTOL BS10 6LT
2005-06-28NEWINCINCORPORATION 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

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.

66 - Activities auxiliary to financial services and insurance activities
662 - Activities auxiliary to insurance and pension funding
66220 - Activities of insurance agents and brokers

66 - Activities auxiliary to financial services and insurance activities
662 - Activities auxiliary to insurance and pension funding
66290 - Other activities auxiliary to insurance and pension funding

Licences & Regulatory approval
We could not find any licences issued to POSITIVE INDEPENDENT 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 POSITIVE INDEPENDENT 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
POSITIVE INDEPENDENT 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

Filed Financial Reports
Annual Accounts
2014-06-30
Annual Accounts
2015-06-30
Annual Accounts
2016-06-30
Annual Accounts
2017-06-30
Annual Accounts
2018-06-30
Annual Accounts
2019-03-31
Annual Accounts
2020-03-31
Annual Accounts
2021-03-31

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 POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED

Intangible Assets
Patents
We have not found any records of POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED
Trademarks
We have not found any records of POSITIVE INDEPENDENT FINANCIAL PLANNING LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for POSITIVE INDEPENDENT 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 POSITIVE INDEPENDENT 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 POSITIVE INDEPENDENT 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 POSITIVE INDEPENDENT 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 POSITIVE INDEPENDENT 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.
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