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

PINNACLE FINANCIAL PLANNING LIMITED

1-2 CHESTNUT COURT JILL LANE, SAMBOURNE, REDDITCH, WORCESTERSHIRE, B96 6EW,
Company Registration Number
06754206
Private Limited Company
Active

Company Overview

About Pinnacle Financial Planning Ltd
PINNACLE FINANCIAL PLANNING LIMITED was founded on 2008-11-20 and has its registered office in Redditch. The organisation's status is listed as "Active". Pinnacle 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
PINNACLE FINANCIAL PLANNING LIMITED
 
Legal Registered Office
1-2 CHESTNUT COURT JILL LANE
SAMBOURNE
REDDITCH
WORCESTERSHIRE
B96 6EW
Other companies in B60
 
Filing Information
Company Number 06754206
Company ID Number 06754206
Date formed 2008-11-20
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/03/2023
Account next due 31/12/2024
Latest return 20/11/2015
Return next due 18/12/2016
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2023-12-05 16:46:53
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for PINNACLE FINANCIAL PLANNING LIMITED
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Companies with same name PINNACLE FINANCIAL PLANNING LIMITED
The following companies were found which have the same name as PINNACLE FINANCIAL PLANNING LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
Pinnacle Financial Planning LLC 4421 IRVINGTON RD IRVINGTON VA 22480 Active Company formed on the 2014-04-24
PINNACLE FINANCIAL PLANNING PTY LTD VIC 3630 Active Company formed on the 2005-06-09
PINNACLE FINANCIAL PLANNING GROUP, L.L.C. 1040 BAYVIEW DRIVE FORT LAUDERDALE FL 33304 Inactive Company formed on the 2012-10-18
PINNACLE FINANCIAL PLANNING LLC North Carolina Unknown

Company Officers of PINNACLE FINANCIAL PLANNING LIMITED

Current Directors
Officer Role Date Appointed
ANTONY MEEK
 Company Secretary 2008-11-20
SPENCER MARTIN DEACON
 Director 2008-11-20
ANTONY MEEK
 Director 2008-11-20
ROBERT MEEK
 Director 2008-11-20
DAVID JOHN PETER MENSING
 Director 2008-11-20

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
SPENCER MARTIN DEACON CENTRAL FINANCIAL MANAGEMENT (WARWICKSHIRE) LIMITED Director 2016-09-07 CURRENT 2002-10-02 Dissolved 2017-11-07
SPENCER MARTIN DEACON PINNACLE TAX AND TRUSTS LIMITED Director 2016-01-18 CURRENT 2016-01-18 Active
ANTONY MEEK CENTRAL FINANCIAL MANAGEMENT (WARWICKSHIRE) LIMITED Director 2016-09-07 CURRENT 2002-10-02 Dissolved 2017-11-07
ANTONY MEEK GAM FINANCIAL SERVICES LIMITED Director 2015-11-17 CURRENT 2015-11-17 Active
ANTONY MEEK GAM FINANCIAL SERVICES HOLDINGS LIMITED Director 2015-11-16 CURRENT 2015-11-16 Active
ROBERT MEEK PINNACLE TAX AND TRUSTS LIMITED Director 2016-01-18 CURRENT 2016-01-18 Active
DAVID JOHN PETER MENSING CENTRAL FINANCIAL MANAGEMENT (WARWICKSHIRE) LIMITED Director 2016-09-07 CURRENT 2002-10-02 Dissolved 2017-11-07
DAVID JOHN PETER MENSING PINNACLE TAX AND TRUSTS LIMITED Director 2016-01-18 CURRENT 2016-01-18 Active
DAVID JOHN PETER MENSING RESOLUTE WEALTH MANAGEMENT LIMITED Director 2015-11-16 CURRENT 2015-11-16 Active - Proposal to Strike off
DAVID JOHN PETER MENSING RESOLUTE WEALTH MANAGEMENT HOLDINGS LIMITED Director 2015-11-13 CURRENT 2015-11-13 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
2024-01-03CESSATION OF SPENCER MARTIN DEACON AS A PERSON OF SIGNIFICANT CONTROL
2024-01-03CESSATION OF ANTONY MEEK AS A PERSON OF SIGNIFICANT CONTROL
2024-01-03CESSATION OF ROBERT MEEK AS A PERSON OF SIGNIFICANT CONTROL
2023-11-22CONFIRMATION STATEMENT MADE ON 20/11/23, WITH NO UPDATES
2023-07-1731/03/23 ACCOUNTS TOTAL EXEMPTION FULL
2022-11-21CONFIRMATION STATEMENT MADE ON 20/11/22, WITH NO UPDATES
2022-11-21CS01CONFIRMATION STATEMENT MADE ON 20/11/22, WITH NO UPDATES
2022-07-12AA31/03/22 ACCOUNTS TOTAL EXEMPTION FULL
2021-11-22CS01CONFIRMATION STATEMENT MADE ON 20/11/21, WITH NO UPDATES
2021-08-31AA31/03/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-04-01CH01Director's details changed for Mr. Spencer Martin Deacon on 2021-04-01
2021-04-01PSC04Change of details for Mr. Spencer Martin Deacon as a person with significant control on 2021-04-01
2021-03-01PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL ANTONY MEEK
2021-03-01PSC09Withdrawal of a person with significant control statement on 2021-03-01
2020-11-20CS01CONFIRMATION STATEMENT MADE ON 20/11/20, WITH NO UPDATES
2020-07-07AA31/03/20 ACCOUNTS TOTAL EXEMPTION FULL
2019-11-25CS01CONFIRMATION STATEMENT MADE ON 20/11/19, WITH UPDATES
2019-11-20CH03SECRETARY'S DETAILS CHNAGED FOR MR ANTONY MEEK on 2019-09-11
2019-11-20CH01Director's details changed for Mr Antony Meek on 2019-09-11
2019-10-08AA31/03/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-06-21SH06Cancellation of shares. Statement of capital on 2019-05-14 GBP 3.00
2019-06-21SH03Purchase of own shares
2018-12-03AA31/03/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-11-26CS01CONFIRMATION STATEMENT MADE ON 20/11/18, WITH NO UPDATES
2018-11-26TM01APPOINTMENT TERMINATED, DIRECTOR DAVID JOHN PETER MENSING
2017-11-27CS01CONFIRMATION STATEMENT MADE ON 20/11/17, WITH NO UPDATES
2017-10-18AA31/03/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-05-17AD01REGISTERED OFFICE CHANGED ON 17/05/17 FROM 1 st. Godwalds Road Aston Fields Bromsgrove Worcestershire B60 3BN
2016-12-23AA31/03/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-12-06LATEST SOC06/12/16 STATEMENT OF CAPITAL;GBP 16
2016-12-06CS01CONFIRMATION STATEMENT MADE ON 20/11/16, WITH UPDATES
2016-03-15AA01Current accounting period shortened from 30/04/16 TO 31/03/16
2015-12-18LATEST SOC18/12/15 STATEMENT OF CAPITAL;GBP 16
2015-12-18AR0120/11/15 ANNUAL RETURN FULL LIST
2015-12-18CH01Director's details changed for Mr David John Peter Mensing on 2015-11-01
2015-10-23AA30/04/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-04-23SH10Particulars of variation of rights attached to shares
2015-04-23SH08Change of share class name or designation
2015-04-23LATEST SOC23/04/15 STATEMENT OF CAPITAL;GBP 400
2015-04-23SH02Sub-division of shares on 2015-03-31
2015-04-23RES134 ORD SHARES OF £1 EACH BE SUB-DIVIDED INTO 400 ORD SHARES OF £0.01 EACH 31/03/2015
2015-04-23RES01ADOPT ARTICLES 23/04/15
2015-04-23RES12Resolution of varying share rights or name
2015-01-22AA30/04/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-12-10LATEST SOC10/12/14 STATEMENT OF CAPITAL;GBP 4
2014-12-10AR0120/11/14 ANNUAL RETURN FULL LIST
2013-12-18AA30/04/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-11-22LATEST SOC22/11/13 STATEMENT OF CAPITAL;GBP 4
2013-11-22AR0120/11/13 ANNUAL RETURN FULL LIST
2013-01-21AA30/04/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-12-05AR0120/11/12 ANNUAL RETURN FULL LIST
2011-12-06AR0120/11/11 ANNUAL RETURN FULL LIST
2011-12-06CH01DIRECTOR'S CHANGE OF PARTICULARS / MR SPENCER MARTIN DEACON / 31/08/2011
2011-12-06CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ANTONY MEEK / 31/08/2011
2011-12-06CH03SECRETARY'S CHANGE OF PARTICULARS / MR ANTONY MEEK / 31/08/2011
2011-10-21AA30/04/11 TOTAL EXEMPTION SMALL
2010-11-24AR0120/11/10 FULL LIST
2010-08-18AA30/04/10 TOTAL EXEMPTION SMALL
2009-12-03AR0120/11/09 FULL LIST
2009-12-03AD03REGISTER(S) MOVED TO SAIL ADDRESS 114-REG MEM 162-REG DIR 275-REG SEC 358-REC OF RES ETC
2009-12-03AD02SAIL ADDRESS CREATED
2009-12-03CH01DIRECTOR'S CHANGE OF PARTICULARS / DAVID JOHN PETER MENSING / 19/11/2009
2009-12-03CH01DIRECTOR'S CHANGE OF PARTICULARS / ROBERT MEEK / 19/11/2009
2009-12-03CH01DIRECTOR'S CHANGE OF PARTICULARS / ANTONY MEEK / 19/11/2009
2009-12-03CH01DIRECTOR'S CHANGE OF PARTICULARS / SPENCER MARTIN DEACON / 19/11/2009
2009-12-03CH03SECRETARY'S CHANGE OF PARTICULARS / MR ANTONY MEEK / 19/11/2009
2009-04-29225CURREXT FROM 30/11/2009 TO 30/04/2010
2009-03-02287REGISTERED OFFICE CHANGED ON 02/03/2009 FROM 78 BIRMINGHAM STREET OLDBURY WEST MIDLANDS B69 4EB ENGLAND
2008-12-03288aSECRETARY APPOINTED ANTONY MEEK
2008-11-21288aDIRECTOR APPOINTED SPENCER MARTIN DEACON
2008-11-21288aDIRECTOR APPOINTED DAVID JOHN PETER MENSING
2008-11-2188(2)AD 20/11/08 GBP SI 2@1=2 GBP IC 2/4
2008-11-20NEWINCINCORPORATION 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 PINNACLE 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 PINNACLE 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
PINNACLE 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
2013-04-30
Annual Accounts
2014-04-30
Annual Accounts
2015-04-30
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 PINNACLE FINANCIAL PLANNING LIMITED

Intangible Assets
Patents
We have not found any records of PINNACLE FINANCIAL PLANNING LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for PINNACLE FINANCIAL PLANNING LIMITED
Trademarks
We have not found any records of PINNACLE FINANCIAL PLANNING LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for PINNACLE 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 PINNACLE 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 PINNACLE 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 PINNACLE 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 PINNACLE FINANCIAL PLANNING LIMITED any grants or awards.
Ownership
    We could not find any group structure information
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    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.
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    Other companies at postcode B96 6EW