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BALANCE: WEALTH PLANNING LIMITED

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BALANCE: WEALTH PLANNING LIMITED

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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

Registered address

The Point Loughborough Road, West Bridgford, Nottingham NG2 7QWCopy
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Latest events (Record since 03/06/2013)
dot icon24/03/2026
Total exemption full accounts made up to 2025-06-30
View PDF (7 pages)
dot icon17/01/2026
Termination of appointment of Laura Jane Dean as a director on 2026-01-16
View PDF (1 pages)
dot icon13/06/2025
Confirmation statement made on 2025-06-03 with no updates
View PDF (3 pages)
dot icon28/03/2025
Total exemption full accounts made up to 2024-06-30
View PDF (7 pages)
dot icon03/06/2024
Confirmation statement made on 2024-06-03 with no updates
View PDF (3 pages)
dot icon25/03/2024
Total exemption full accounts made up to 2023-06-30
View PDF (8 pages)
dot icon06/06/2023
Confirmation statement made on 2023-06-03 with updates
View PDF (4 pages)
dot icon18/04/2023
Termination of appointment of Matthew James Duncan Aldridge as a director on 2023-04-18
View PDF (1 pages)
dot icon16/03/2023
Total exemption full accounts made up to 2022-06-30
View PDF (8 pages)
dot icon14/06/2022
Confirmation statement made on 2022-06-03 with updates
View PDF (4 pages)
dot icon24/03/2022
Total exemption full accounts made up to 2021-06-30
View PDF (8 pages)
dot icon09/02/2022
Appointment of Mr Krupesh Kotecha as a director on 2022-02-09
View PDF (2 pages)
dot icon08/02/2022
Appointment of Mrs Laura Jane Dean as a director on 2022-02-08
View PDF (2 pages)
dot icon06/01/2022
Appointment of Mrs Carolyn Helen Talkes-Nicholls as a director on 2022-01-06
View PDF (2 pages)
dot icon03/06/2021
Confirmation statement made on 2021-06-03 with no updates
View PDF (3 pages)
dot icon25/03/2021
Total exemption full accounts made up to 2020-06-30
View PDF (8 pages)
dot icon03/06/2020
Confirmation statement made on 2020-06-03 with updates
View PDF (4 pages)
dot icon10/03/2020
Total exemption full accounts made up to 2019-06-30
View PDF (8 pages)
dot icon22/07/2019
Appointment of Mr Matthew James Duncan Aldridge as a director on 2019-07-22
View PDF (2 pages)
dot icon10/06/2019
Cancellation of shares. Statement of capital on 2019-04-29
View PDF (4 pages)
dot icon10/06/2019
Purchase of own shares.
View PDF (3 pages)
dot icon03/06/2019
Confirmation statement made on 2019-06-03 with updates
View PDF (4 pages)
dot icon29/04/2019
Termination of appointment of Gemma Ann Murden as a director on 2019-04-29
View PDF (1 pages)
dot icon24/03/2019
Total exemption full accounts made up to 2018-06-30
View PDF (8 pages)
dot icon05/03/2019
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)
dot icon27/06/2018
Termination of appointment of Matthew James Duncan Aldridge as a director on 2018-06-27
View PDF (1 pages)
dot icon05/06/2018
Confirmation statement made on 2018-06-03 with no updates
View PDF (3 pages)
dot icon29/03/2018
Unaudited abridged accounts made up to 2017-06-30
View PDF (8 pages)
dot icon03/07/2017
Confirmation statement made on 2017-06-03 with updates
View PDF (4 pages)
dot icon03/07/2017
Notification of Rebecca Elizabeth Aldridge as a person with significant control on 2016-04-06
View PDF (2 pages)
dot icon28/03/2017
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)
dot icon09/03/2017
Statement of capital following an allotment of shares on 2017-01-20
View PDF (4 pages)
dot icon06/03/2017
Change of share class name or designation
View PDF (2 pages)
dot icon03/03/2017
Total exemption small company accounts made up to 2016-06-30
View PDF (7 pages)
dot icon15/02/2017
Resolutions
View PDF (15 pages)
dot icon11/02/2017
Change of share class name or designation
View PDF (2 pages)
dot icon07/06/2016
Annual return made up to 2016-06-03 with full list of shareholders
View PDF (4 pages)
dot icon23/03/2016
Total exemption small company accounts made up to 2015-06-30
View PDF (7 pages)
dot icon02/02/2016
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)
dot icon26/06/2015
Annual return made up to 2015-06-03 with full list of shareholders
View PDF (4 pages)
dot icon26/06/2015
Director's details changed for Mrs Rebecca Elizabeth Aldridge on 2015-01-01
View PDF (2 pages)
dot icon04/03/2015
Total exemption small company accounts made up to 2014-06-30
View PDF (5 pages)
dot icon03/02/2015
Appointment of Mrs Gemma Ann Murden as a director on 2015-02-02
View PDF (2 pages)
dot icon20/10/2014
Appointment of Mr Matthew James Duncan Aldridge as a director on 2014-10-19
View PDF (2 pages)
dot icon20/10/2014
Certificate of change of name
View PDF (3 pages)
dot icon09/06/2014
Annual return made up to 2014-06-03
View PDF (3 pages)
dot icon03/06/2013
Incorporation
View PDF (7 pages)
2023
change arrow icon0 % *

* during past year

Total Assets

£0.00
2023
change arrow icon2 *

* during past year

Number of employees

17
2023
change arrow icon+0.60 % *

* during past year

Cash in Bank

£133,780.00

Total Exemption Full Accounts

dot iconNext accounts made up to
30/06/2025
dot iconDue by
31/03/2026
dot iconLast accounts made up to
30/06/2024View PDF

Confirmation

dot iconNext statement date
03/06/2026
dot iconLast statement dated
30/06/2024View PDF
See more events →

Business linkages

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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 Ascended13 % *

Net Assets(GBP)

250.36K £Descended-2.22 % *

Total Assets(GBP)

-

Turnover(GBP)

0.00 £Ascended- *

Cash in Bank(GBP)

133.78K £Ascended0.60 % *

Total Liabilities(GBP)

-
*over the last year starting selected period

Credit report

It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.

Price:
Download xlsx iconExample report (XLSX)

People

Officers

7
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Officers

This information is available in our reports to registered users.

Persons with Significant Control

1
psc login icon

Persons with Significant Control

This information is available in our reports to registered users.

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Description

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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?

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

Where is BALANCE: WEALTH PLANNING LIMITED located?

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

What does BALANCE: WEALTH PLANNING LIMITED do?

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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?

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BALANCE: WEALTH PLANNING LIMITED had 17 employees in 2023.

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

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