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Home > Scotland > SAVE & INVEST (FINANCIAL PLANNING) LIMITED
Company Information for

SAVE & INVEST (FINANCIAL PLANNING) LIMITED

100 WEST REGENT STREET, GLASGOW, G2 2QD,
Company Registration Number
SC113651
Private Limited Company
Active

Company Overview

About Save & Invest (financial Planning) Ltd
SAVE & INVEST (FINANCIAL PLANNING) LIMITED was founded on 1988-09-30 and has its registered office in . The organisation's status is listed as "Active". Save & Invest (financial Planning) Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as SMALL
Key Data
Company Name
SAVE & INVEST (FINANCIAL PLANNING) LIMITED
 
Legal Registered Office
100 WEST REGENT STREET
GLASGOW
G2 2QD
Other companies in G2
 
Previous Names
SAVE & INVEST (LIFE AND PENSIONS) LIMITED18/02/2005
Filing Information
Company Number SC113651
Company ID Number SC113651
Date formed 1988-09-30
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 30/06/2023
Account next due 31/03/2025
Latest return 31/08/2015
Return next due 28/09/2016
Type of accounts SMALL
Last Datalog update: 2024-03-06 16:26:44
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for SAVE & INVEST (FINANCIAL PLANNING) LIMITED
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Company Officers of SAVE & INVEST (FINANCIAL PLANNING) LIMITED

Current Directors
Officer Role Date Appointed
MARY KATHERINE MARSH
 Company Secretary 1989-12-31
JEFFREY WILLIAM DEANS
 Director 1989-12-31
JOHN ALAN DUNLOP
 Director 1989-12-31
PAUL WILLIAM FINCHAM
 Director 2014-08-27
MARY KATHERINE MARSH
 Director 1989-12-31
Previous Officers
Officer Role Date Appointed Date Resigned
JEREMY MACDUFF BRETTELL
 Director 2006-02-01 2006-10-06
TENON NOMINEES LIMITED
 Director 1989-12-31 1993-09-30
QUILL SERVE LIMITED
 Nominated Secretary 1988-09-30 1989-12-31
QUILL FORM LIMITED
 Nominated Director 1988-09-30 1989-12-31
QUILL SERVE LIMITED
 Nominated Director 1988-09-30 1989-12-31

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
MARY KATHERINE MARSH LGD SERVICES LIMITED Company Secretary 2008-04-04 CURRENT 2007-11-26 Active
MARY KATHERINE MARSH MARSH DATA ENGINEERING LIMITED Company Secretary 1999-06-17 CURRENT 1999-06-17 Active - Proposal to Strike off
MARY KATHERINE MARSH SAVE & INVEST GROUP LIMITED Company Secretary 1994-09-06 CURRENT 1994-08-31 Active
MARY KATHERINE MARSH J.M.A. MANAGEMENT SERVICES LIMITED Company Secretary 1994-09-06 CURRENT 1994-08-30 Active - Proposal to Strike off
JEFFREY WILLIAM DEANS SW WEALTH LIMITED Director 2018-03-27 CURRENT 2003-10-30 Liquidation
JEFFREY WILLIAM DEANS SW WEALTH HOLDINGS LIMITED Director 2018-03-27 CURRENT 2006-12-29 Liquidation
JEFFREY WILLIAM DEANS SAVE & INVEST GROUP LIMITED Director 1994-09-06 CURRENT 1994-08-31 Active
JEFFREY WILLIAM DEANS J.M.A. MANAGEMENT SERVICES LIMITED Director 1994-09-06 CURRENT 1994-08-30 Active - Proposal to Strike off
JOHN ALAN DUNLOP J.M.A. MANAGEMENT SERVICES LIMITED Director 1994-09-06 CURRENT 1994-08-30 Active - Proposal to Strike off
MARY KATHERINE MARSH SW WEALTH LIMITED Director 2018-03-27 CURRENT 2003-10-30 Liquidation
MARY KATHERINE MARSH SW WEALTH HOLDINGS LIMITED Director 2018-03-27 CURRENT 2006-12-29 Liquidation
MARY KATHERINE MARSH LGD SERVICES LIMITED Director 2008-04-04 CURRENT 2007-11-26 Active
MARY KATHERINE MARSH SAVE & INVEST FT LIMITED Director 2007-02-12 CURRENT 2006-11-21 Active
MARY KATHERINE MARSH MARSH DATA ENGINEERING LIMITED Director 2000-05-19 CURRENT 1999-06-17 Active - Proposal to Strike off
MARY KATHERINE MARSH SAVE & INVEST GROUP LIMITED Director 1994-09-06 CURRENT 1994-08-31 Active
MARY KATHERINE MARSH J.M.A. MANAGEMENT SERVICES LIMITED Director 1994-09-06 CURRENT 1994-08-30 Active - Proposal to Strike off

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
2024-01-03SMALL COMPANY ACCOUNTS MADE UP TO 30/06/23
2023-09-12CONFIRMATION STATEMENT MADE ON 31/08/23, WITH NO UPDATES
2022-09-13CONFIRMATION STATEMENT MADE ON 31/08/22, WITH NO UPDATES
2022-02-23AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/21
2022-01-05APPOINTMENT TERMINATED, DIRECTOR JOHN ALAN DUNLOP
2022-01-05TM01APPOINTMENT TERMINATED, DIRECTOR JOHN ALAN DUNLOP
2021-09-14CS01CONFIRMATION STATEMENT MADE ON 31/08/21, WITH NO UPDATES
2021-01-21AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/20
2020-11-04CS01CONFIRMATION STATEMENT MADE ON 31/08/20, WITH NO UPDATES
2019-12-23TM01APPOINTMENT TERMINATED, DIRECTOR NEIL STEWART FORREST
2019-12-04AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/19
2019-09-06CS01CONFIRMATION STATEMENT MADE ON 31/08/19, WITH NO UPDATES
2019-03-11AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/18
2018-11-15AP01DIRECTOR APPOINTED MS LYNSEY FRASER
2018-09-04CS01CONFIRMATION STATEMENT MADE ON 31/08/18, WITH NO UPDATES
2018-04-03AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/17
2017-09-06CS01CONFIRMATION STATEMENT MADE ON 31/08/17, WITH NO UPDATES
2017-02-08AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/16
2016-09-13LATEST SOC13/09/16 STATEMENT OF CAPITAL;GBP 1000
2016-09-13CS01CONFIRMATION STATEMENT MADE ON 31/08/16, WITH UPDATES
2016-03-22AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/15
2015-09-25LATEST SOC25/09/15 STATEMENT OF CAPITAL;GBP 1000
2015-09-25AR0131/08/15 ANNUAL RETURN FULL LIST
2015-07-02CH01Director's details changed for Mr Paul William Fincham on 2015-05-28
2015-03-10AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/14
2014-09-29LATEST SOC29/09/14 STATEMENT OF CAPITAL;GBP 1000
2014-09-29AR0131/08/14 ANNUAL RETURN FULL LIST
2014-08-28AP01DIRECTOR APPOINTED MR PAUL WILLIAM FINCHAM
2014-03-28MR04 STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 2
2014-01-29AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/13
2013-09-26LATEST SOC26/09/13 STATEMENT OF CAPITAL;GBP 1000
2013-09-26AR0131/08/13 ANNUAL RETURN FULL LIST
2012-12-24AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/12
2012-09-28AR0131/08/12 ANNUAL RETURN FULL LIST
2011-12-29AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/11
2011-09-26AR0131/08/11 ANNUAL RETURN FULL LIST
2011-02-21AASMALL COMPANY ACCOUNTS MADE UP TO 30/06/10
2010-10-07AR0131/08/10 ANNUAL RETURN FULL LIST
2010-10-07CH01DIRECTOR'S CHANGE OF PARTICULARS / MARY KATHERINE MARSH / 01/07/2010
2010-10-07CH01DIRECTOR'S CHANGE OF PARTICULARS / JOHN ALAN DUNLOP / 01/07/2010
2010-10-07CH01DIRECTOR'S CHANGE OF PARTICULARS / JEFFREY DEANS / 01/07/2010
2010-02-11AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 30/06/09
2009-09-23363aRETURN MADE UP TO 31/08/09; FULL LIST OF MEMBERS
2009-04-30AAFULL ACCOUNTS MADE UP TO 30/06/08
2008-09-26363aRETURN MADE UP TO 31/08/08; FULL LIST OF MEMBERS
2008-04-11419a(Scot)DECLARATION OF SATISFACTION IN FULL OR IN PART OF A MORTGAGE OR CHARGE /FULL /CHARGE NO 1
2008-04-09410(Scot)PARTICULARS OF A MORTGAGE OR CHARGE / CHARGE NO: 2
2008-02-26AAACCOUNTS FOR 'SMALL' CO. MADE UP TO 30/06/07
2007-10-16363sRETURN MADE UP TO 31/08/07; NO CHANGE OF MEMBERS
2007-02-12AAFULL ACCOUNTS MADE UP TO 30/06/06
2006-10-12288bSECRETARY RESIGNED;DIRECTOR RESIGNED
2006-09-28363sRETURN MADE UP TO 31/08/06; FULL LIST OF MEMBERS
2006-02-10288aNEW DIRECTOR APPOINTED
2006-01-23AAFULL ACCOUNTS MADE UP TO 30/06/05
2005-09-28363sRETURN MADE UP TO 31/08/05; FULL LIST OF MEMBERS
2005-04-30AAFULL ACCOUNTS MADE UP TO 30/06/04
2005-02-18CERTNMCOMPANY NAME CHANGED SAVE & INVEST (LIFE AND PENSIONS ) LIMITED CERTIFICATE ISSUED ON 18/02/05
2004-09-27363sRETURN MADE UP TO 31/08/04; FULL LIST OF MEMBERS
2004-01-15AAFULL ACCOUNTS MADE UP TO 30/06/03
2003-09-26363sRETURN MADE UP TO 31/08/03; FULL LIST OF MEMBERS
2003-04-10AAFULL ACCOUNTS MADE UP TO 30/06/02
2002-09-23363sRETURN MADE UP TO 31/08/02; FULL LIST OF MEMBERS
2002-04-12AAFULL ACCOUNTS MADE UP TO 30/06/01
2001-09-28363sRETURN MADE UP TO 31/08/01; FULL LIST OF MEMBERS
2000-11-27AAFULL ACCOUNTS MADE UP TO 30/06/00
2000-09-27363sRETURN MADE UP TO 31/08/00; FULL LIST OF MEMBERS
1999-11-03AAFULL ACCOUNTS MADE UP TO 30/06/99
1999-09-29363(288)DIRECTOR'S PARTICULARS CHANGED
1999-09-29363sRETURN MADE UP TO 31/08/99; NO CHANGE OF MEMBERS
1999-05-18288cDIRECTOR'S PARTICULARS CHANGED
1999-05-14288cDIRECTOR'S PARTICULARS CHANGED
1999-04-01AAFULL ACCOUNTS MADE UP TO 30/06/98
1998-09-28363sRETURN MADE UP TO 31/08/98; FULL LIST OF MEMBERS
1997-10-30363sRETURN MADE UP TO 30/09/97; NO CHANGE OF MEMBERS
1997-10-29AAFULL ACCOUNTS MADE UP TO 30/06/97
1996-11-28363sRETURN MADE UP TO 30/09/96; NO CHANGE OF MEMBERS
1996-11-27AAFULL ACCOUNTS MADE UP TO 30/06/96
1996-02-05AAFULL ACCOUNTS MADE UP TO 30/06/95
1995-10-04363sRETURN MADE UP TO 30/09/95; FULL LIST OF MEMBERS
1995-05-01AAFULL ACCOUNTS MADE UP TO 30/06/94
1994-11-02363sRETURN MADE UP TO 30/09/94; NO CHANGE OF MEMBERS
1994-09-23410(Scot)PARTIC OF MORT/CHARGE *****
1994-09-09WRES13DIVIDEND TO SHAREHOLDER 06/09/94
1993-11-17AAFULL ACCOUNTS MADE UP TO 30/06/93
1993-10-29288DIRECTOR RESIGNED
1993-10-29363sRETURN MADE UP TO 30/09/93; NO CHANGE OF MEMBERS
1993-01-04225(1)ACCOUNTING REF. DATE EXT FROM 31/03 TO 30/06
1992-10-28363sRETURN MADE UP TO 30/09/92; FULL LIST OF MEMBERS
1992-09-28AAFULL ACCOUNTS MADE UP TO 31/12/91
Industry Information
SIC/NAIC Codes
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 SAVE & INVEST (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 SAVE & INVEST (FINANCIAL PLANNING) LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 2
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 2
Details of Mortgagee Charges
Charge Type Date of Charge Charge Status Mortgagee
FLOATING CHARGE 2008-04-04 Satisfied CLYDESDALE BANK PLC
BOND & FLOATING CHARGE 1994-09-06 Satisfied J.M.A. MANAGEMENT SERVICES LIMITED
Filed Financial Reports
Annual Accounts
2021-06-30

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 SAVE & INVEST (FINANCIAL PLANNING) LIMITED

Intangible Assets
Patents
We have not found any records of SAVE & INVEST (FINANCIAL PLANNING) LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for SAVE & INVEST (FINANCIAL PLANNING) LIMITED
Trademarks
We have not found any records of SAVE & INVEST (FINANCIAL PLANNING) LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for SAVE & INVEST (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 (66190 - Activities auxiliary to financial intermediation n.e.c.) as SAVE & INVEST (FINANCIAL PLANNING) LIMITED are:

NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 84,640
ODM LIMITED £ 5,321
PARTNERSHIP MORTGAGES LTD £ 4,250
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
Outgoings
Business Rates/Property Tax
No properties were found where SAVE & INVEST (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 SAVE & INVEST (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 SAVE & INVEST (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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