BALANCE: WEALTH PLANNING LIMITED

Key Data

Status

Active

Company No.

08552799

Incorporation date

03/06/2013

Size

Total Exemption Full

Classification

Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 03/06/2013)

24/03/2026

Total exemption full accounts made up to 2025-06-30

View PDF (7 pages)

17/01/2026

Termination of appointment of Laura Jane Dean as a director on 2026-01-16

View PDF (1 pages)

13/06/2025

Confirmation statement made on 2025-06-03 with no updates

View PDF (3 pages)

28/03/2025

Total exemption full accounts made up to 2024-06-30

View PDF (7 pages)

03/06/2024

Confirmation statement made on 2024-06-03 with no updates

View PDF (3 pages)

25/03/2024

Total exemption full accounts made up to 2023-06-30

View PDF (8 pages)

06/06/2023

Confirmation statement made on 2023-06-03 with updates

View PDF (4 pages)

18/04/2023

Termination of appointment of Matthew James Duncan Aldridge as a director on 2023-04-18

View PDF (1 pages)

16/03/2023

Total exemption full accounts made up to 2022-06-30

View PDF (8 pages)

14/06/2022

Confirmation statement made on 2022-06-03 with updates

View PDF (4 pages)

24/03/2022

Total exemption full accounts made up to 2021-06-30

View PDF (8 pages)

09/02/2022

Appointment of Mr Krupesh Kotecha as a director on 2022-02-09

View PDF (2 pages)

08/02/2022

Appointment of Mrs Laura Jane Dean as a director on 2022-02-08

View PDF (2 pages)

06/01/2022

Appointment of Mrs Carolyn Helen Talkes-Nicholls as a director on 2022-01-06

View PDF (2 pages)

03/06/2021

Confirmation statement made on 2021-06-03 with no updates

View PDF (3 pages)

25/03/2021

Total exemption full accounts made up to 2020-06-30

View PDF (8 pages)

03/06/2020

Confirmation statement made on 2020-06-03 with updates

View PDF (4 pages)

10/03/2020

Total exemption full accounts made up to 2019-06-30

View PDF (8 pages)

22/07/2019

Appointment of Mr Matthew James Duncan Aldridge as a director on 2019-07-22

View PDF (2 pages)

10/06/2019

Cancellation of shares. Statement of capital on 2019-04-29

View PDF (4 pages)

10/06/2019

Purchase of own shares.

View PDF (3 pages)

03/06/2019

Confirmation statement made on 2019-06-03 with updates

View PDF (4 pages)

29/04/2019

Termination of appointment of Gemma Ann Murden as a director on 2019-04-29

View PDF (1 pages)

24/03/2019

Total exemption full accounts made up to 2018-06-30

View PDF (8 pages)

05/03/2019

Registered office address changed from Trent Business Centre Thoroton Road West Bridgford Nottingham NG2 5FT England to The Point Loughborough Road West Bridgford Nottingham NG2 7QW on 2019-03-05

View PDF (1 pages)

27/06/2018

Termination of appointment of Matthew James Duncan Aldridge as a director on 2018-06-27

View PDF (1 pages)

05/06/2018

Confirmation statement made on 2018-06-03 with no updates

View PDF (3 pages)

29/03/2018

Unaudited abridged accounts made up to 2017-06-30

View PDF (8 pages)

03/07/2017

Confirmation statement made on 2017-06-03 with updates

View PDF (4 pages)

03/07/2017

Notification of Rebecca Elizabeth Aldridge as a person with significant control on 2016-04-06

View PDF (2 pages)

28/03/2017

Registered office address changed from Civic Centre Pavilion Road West Bridgford Nottingham NG2 5AW England to Trent Business Centre Thoroton Road West Bridgford Nottingham NG2 5FT on 2017-03-28

View PDF (1 pages)

09/03/2017

Statement of capital following an allotment of shares on 2017-01-20

View PDF (4 pages)

06/03/2017

Change of share class name or designation

View PDF (2 pages)

03/03/2017

Total exemption small company accounts made up to 2016-06-30

View PDF (7 pages)

15/02/2017

Resolutions

View PDF (15 pages)

11/02/2017

Change of share class name or designation

View PDF (2 pages)

07/06/2016

Annual return made up to 2016-06-03 with full list of shareholders

View PDF (4 pages)

23/03/2016

Total exemption small company accounts made up to 2015-06-30

View PDF (7 pages)

02/02/2016

Registered office address changed from 45 Stamford Road West Bridgford Nottingham NG2 6GD to Civic Centre Pavilion Road West Bridgford Nottingham NG2 5AW on 2016-02-02

View PDF (1 pages)

26/06/2015

Annual return made up to 2015-06-03 with full list of shareholders

View PDF (4 pages)

26/06/2015

Director's details changed for Mrs Rebecca Elizabeth Aldridge on 2015-01-01

View PDF (2 pages)

04/03/2015

Total exemption small company accounts made up to 2014-06-30

View PDF (5 pages)

03/02/2015

Appointment of Mrs Gemma Ann Murden as a director on 2015-02-02

View PDF (2 pages)

20/10/2014

Certificate of change of name

View PDF (3 pages)

20/10/2014

Appointment of Mr Matthew James Duncan Aldridge as a director on 2014-10-19

View PDF (2 pages)

09/06/2014

Annual return made up to 2014-06-03

View PDF (3 pages)

03/06/2013

Incorporation

View PDF (7 pages)

2023

0 % *

* during past year

Total Assets

£0.00

2023

2 *

* during past year

Number of employees

2023

+0.60 % *

* during past year

Cash in Bank

£133,780.00

Business linkages

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Confirmation

Last made up date

30/06/2024

Next confirmation date

03/06/2026

Last change occurred

30/06/2024

Accounts

Total Exemption Full

Last made up date

30/06/2024

Next account date

30/06/2025

Next due on

31/03/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
12
198.33K
-
0.00
271.35K
-

2022
15
256.03K
-
0.00
132.98K
-

2023
17
250.36K
-
0.00
133.78K
-

2023
17
250.36K
-
0.00
133.78K
-

Employees

2023

Employees

17 13 % *

Net Assets(GBP)

250.36K £-2.22 % *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

133.78K £0.60 % *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Aldridge, Matthew James Duncan	Director	19/10/2014 - 27/06/2018	1
Aldridge, Matthew James Duncan	Director	22/07/2019 - 18/04/2023	1
Mrs Rebecca Elizabeth Aldridge	Director	03/06/2013 - Present	8
Murden, Gemma Ann	Director	02/02/2015 - 29/04/2019	8
Talkes-Nicholls, Carolyn Helen	Director	06/01/2022 - Present	5

Persons with Significant Control

This information is available in our reports and to subscription users.

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Active

Category:

Growing of cereals (except rice) leguminous crops and oil seeds

Comp. code:

NI052006

Reg. date:

12/10/2004

Turnover:

No. of employees:

DAVISON & CO. (BARFORD) LIMITEDGreen End Farm, 108 Green End Road, Great Barford, Bedfordshire MK44 3HD

Active

Category:

Mixed farming

Comp. code:

00632148

Reg. date:

07/07/1959

Turnover:

No. of employees:

THAYMAR LIMITEDHaughton Park Farm, Nr Bothamsall, Retford, Nottinghamshire DN22 8DB

Active

Category:

Mixed farming

Comp. code:

03450502

Reg. date:

15/10/1997

Turnover:

No. of employees:

WOODVALE TREE CARE LTD68 Netherby Park, Weybridge, Surrey KT13 0AQ

Active

Category:

Silviculture and other forestry activities

Comp. code:

10403388

Reg. date:

30/09/2016

Turnover:

No. of employees:

L & D FLOWERS LIMITEDThe Poplars Herdgate Lane, Pinchbeck, Spalding PE11 3UP

Active

Category:

Growing of cereals (except rice) leguminous crops and oil seeds

Comp. code:

05729536

Reg. date:

03/03/2006

Turnover:

No. of employees:

Description

About BALANCE: WEALTH PLANNING LIMITED

BALANCE: WEALTH PLANNING LIMITED is an(a) Active company incorporated on 03/06/2013 with the registered office located at The Point Loughborough Road, West Bridgford, Nottingham NG2 7QW. There are currently 3 active directors according to the latest confirmation statement. Number of employees 17 according to last financial statements.

Frequently Asked Questions

What is the current status of BALANCE: WEALTH PLANNING LIMITED?

BALANCE: WEALTH PLANNING LIMITED is currently Active. It was registered on 03/06/2013 .

Where is BALANCE: WEALTH PLANNING LIMITED located?

BALANCE: WEALTH PLANNING LIMITED is registered at The Point Loughborough Road, West Bridgford, Nottingham NG2 7QW.

What does BALANCE: WEALTH PLANNING LIMITED do?

BALANCE: WEALTH PLANNING LIMITED operates in the Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007) sector.

How many employees does BALANCE: WEALTH PLANNING LIMITED have?

BALANCE: WEALTH PLANNING LIMITED had 17 employees in 2023.

What is the latest filing for BALANCE: WEALTH PLANNING LIMITED?

The latest filing was on 24/03/2026: Total exemption full accounts made up to 2025-06-30.