Company Overview
Wealth Planning Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Tuesday 15 December 2020. Wealth Planning Limited has been in business for 5 years and 3 months. The accounts status is total exemption full and the accounts are next due on Monday 31 March 2025.
Registered Address

Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP
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Companies House Data
Company NameWEALTH PLANNING LIMITED
Company Number13081680
Registered Office AddressBroadlands Business Campus
 Langhurst Wood Road
 RH12 4QP
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date15/12/2020
Accounting Reference Date Day30
Accounting Reference Date Month6
Accounts Next Due Date31/03/2025
Accounts Last Made Up Date31/12/2022
Accounts Account CategoryTOTAL EXEMPTION FULL
Returns Next Due Date12/01/2022
Directors & Members
Show Resigned
Edward Dymott - Director
(British, 47 years old, born January 1979)
Appointed 18 November 2024
 Active
Helen Fitzgerald - Director
(British, 45 years old, born June 1981)
Appointed 18 November 2024
 Active
Secretaries
No Secretaries Appointed
Other Company Directorships
Edward Dymott
ADVISON LIMITED
BENCHMARK CAPITAL LIMITED
BENCHMARK FINANCIAL PLANNING LIMITED
BEST PRACTICE IFA GROUP LIMITED
BRIGHT SQUARE PENSIONS LIMITED
CAROLINE BANKS & ASSOCIATES LIMITED
CHAMPAIN FINANCIAL SERVICES LIMITED
CHARTERED INDEPENDENT LIMITED
CLARKE-WALKER FINANCIAL MANAGEMENT LIMITED
CREATIVE TECHNOLOGIES LTD
CUSACK FINANCIAL MANAGEMENT LIMITED
EVOLUTION WEALTH NETWORK LIMITED
FINURA PARTNERS LIMITED
FUSION WEALTH LIMITED
HARDER BETTER FASTER STRONGER CONSULTING LIMITED
JENKINS FINANCIAL PLANNING LTD
KELLANDS (BRISTOL) LIMITED
KINGSTON BISHOP LIMITED
MARK CARDY CONSULTANCY LTD
OCULUS (HOLDINGS) LIMITED
OCULUS WEALTH MANAGEMENT (NORTH DORSET) LIMITED
OCULUS WEALTH MANAGEMENT LIMITED
ORIGO SERVICES LIMITED
RAYNER SPENCER MILLS RESEARCH LIMITED
REDBOURNE WEALTH MANAGEMENT LTD
RETIREMENT PLANNING PARTNERSHIP LTD
ROBERTSON BAXTER LIMITED
SCHRODERS INVESTMENT PORTFOLIO SERVICES LIMITED
SCHRODERS SUSTAINABLE INVEST LIMITED
UNIQUE FINANCIAL PLANNING LIMITED
VERCERN LIMITED
Helen Fitzgerald
ADVISON LIMITED
BENCHMARK CAPITAL LIMITED
BENCHMARK FINANCIAL PLANNING LIMITED
BEST PRACTICE IFA GROUP LIMITED
BRIGHT SQUARE PENSIONS LIMITED
CAROLINE BANKS & ASSOCIATES LIMITED
CAZENOVE CAPITAL MANAGEMENT LIMITED
CAZENOVE CAPITAL MANAGEMENT PENSION TRUSTEE LIMITED
CAZENOVE INVESTMENT FUND MANAGEMENT LIMITED
CAZENOVE NEW EUROPE (CFM1) LIMITED
CAZENOVE NEW EUROPE CAZENOVE'S INTEREST LIMITED
CAZENOVE PRIVATE EQUITY LIMITED
CREATIVE TECHNOLOGIES LTD
CROSBY HOLDINGS LIMITED
CUSACK FINANCIAL MANAGEMENT LIMITED
EVOLUTION WEALTH NETWORK LIMITED
FUSION WEALTH LIMITED
HOUSE NOMINEES LIMITED
JENKINS FINANCIAL PLANNING LTD
KINGSTON BISHOP LIMITED
MARK CARDY CONSULTANCY LTD
NEWSPHERE TRADING COMPANY LIMITED
OCULUS (HOLDINGS) LIMITED
OCULUS WEALTH MANAGEMENT LIMITED
ROBERTSON BAXTER LIMITED
SAND AIRE LIMITED
SCHRODER WEALTH HOLDINGS LIMITED
SCHRODER WEALTH MANAGEMENT (US) LIMITED
SCHRODERS CORPORATE SECRETARY LIMITED
SCHRODERS INVESTMENT PORTFOLIO SERVICES LIMITED
THORNHILL INVESTMENT MANAGEMENT LIMITED
THORNHILL UNIT TRUST MANAGERS LIMITED
UNIQUE FINANCIAL PLANNING LIMITED
VERCERN LIMITED
Balance Sheet Unlock full report
Accounts Date 31-Dec-2022 31-Dec-2021
Balance Sheet
Fixed Assets - -
Current Assets 340 315
Creditors Due Within One Year 3,115 26,003
Working Cap -2,775 -25,688
Total Assets Less Current Liabilities - -
Long-term Liabilities - -
Net Assets - -
Share Capital & Reserves
Share Cap - -
Profit & Loss Reserves - -
Other Reserves - -
Shareholders Funds - -
Common Size Financial Analysis Unlock full report
Accounts Date 31-Dec-2022 31-Dec-2021
Tangible Fixed Assets - -
Fixed Assets - -
Stocks Inventory - -
Debtors - -
Cash Bank In Hand - -
Current Assets - -
Creditors Due Within One Year - -
Net Current Assets Liabilities - -
Creditors Due After One Year - -
Accruals Deferred Income - -
Provisions For Liabilities Charges - -
Net Assets Liabilities Including Pension Asset Liability - -
Called Up Share Capital - -
Share Capital Allotted Called Up Paid - -
Profit Loss Account Reserve - -
Shareholder Funds - -
Capital Employed - -
Total Assets Less Current Liabilities - -
Financial Ratio Analysis Unlock full report
Accounts Date 31-Dec-2022 31-Dec-2021
Liquidity Ratio 0.1 0.0
Solvency Ratio - -
Reserves to Assets - -
Secured Creditors Unlock full report
Mortgages Charges 0
Mortgages Outstanding 0
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 31-Dec-2022 31-Dec-2021
Assets - -
Debt - -
Net Assets/Debt - -
Current debt exceeded short term liquid assets as at the balance sheet date. We would normally view this in the context of other profitability and solvency indicators. Total reserves including retained profitability and movement in reserves has some deficiency. The latest accounts are not up-to-date. Later accounts are now overdue. Late filing is not a positive factor. Analysis based on the latest figures available must be taken in the context that the figures are not up-to-date.

Unlock full report  Current debt exceeded short term liquid assets as at the balance sheet date. We would normally view this in the context of other profitability and solvency indicators. Total reserves including retained profitability and movement in reserves has some deficiency. The latest accounts are not up-to-date. Later accounts are now overdue. Late filing is not a positive factor. Analysis based on the latest figures available must be taken in the context that the figures are not up-to-date.   Current debt exceeded short term liquid assets as at the balance sheet date. We would normally view this in the context of other profitability and solvency indicators. Total reserves including retained profitability and movement in reserves has some deficiency. The latest accounts are not up-to-date. Later accounts are now overdue. Late filing is not a positive factor. Analysis based on the latest figures available must be taken in the context that the figures are not up-to-date.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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Document Filings
Return of final meeting in a Members' voluntary winding up
Registered office address changed from Broadlands Business Campus Langhurst Wood Road Horsham West Sussex RH12 4QP United Kingdom to Begbies Traynor, Town Wall House Balkerne Hill Colchester Essex CO3 3AD on 9 April 2025
Appointment of a voluntary liquidator
Resolutions
Declaration of solvency
Termination of appointment of a director
Termination of appointment of Peter Stephen O'sullivan as a director on 20 November 2024
Appointment of Mr Edward Dymott as a director on 18 November 2024
Appointment of Miss Helen Louise Fitzgerald as a director on 18 November 2024
Termination of appointment of Craig Fitzsimons as a director on 20 November 2024
Current accounting period extended from 31 December 2023 to 30 June 2024
Confirmation statement made on 31 March 2024 with updates
Registered office address changed from Strawberry Fields Digital Hub Euxton Lane Chorley Lancashire PR7 1PS United Kingdom to Broadlands Business Campus Langhurst Wood Road Horsham West Sussex RH12 4QP on 20 February 2024
Resolutions
Memorandum and Articles of Association
Cessation of Andrew John Kay as a person with significant control on 1 December 2023
Notification of Benchmark Financial Planning Limited as a person with significant control on 1 December 2023
Appointment of Mr Peter Stephen O'sullivan as a director on 1 December 2023
Appointment of Mr Craig Fitzsimons as a director on 1 December 2023
Confirmation statement made on 31 March 2023 with no updates
Change of details for Mr Andrew John Kay as a person with significant control on 13 April 2023
Director's details changed for Mr Andrew John Kay on 5 April 2023
Confirmation statement made on 31 March 2022 with no updates
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