The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 3
  • 1
    Young, Lesley
    Individual (1 offspring)
    Officer
    1999-09-06 ~ now
    OF - Secretary → CIF 0
  • 2
    Cropper, Richard Jon
    Ifa born in February 1972
    Individual (3 offsprings)
    Officer
    2000-01-17 ~ now
    OF - Director → CIF 0
  • 3
    Unit 6, Whiteside, Station Road, Holmes Chapel, Cheshire, England
    Active Corporate (3 parents, 2 offsprings)
    Equity (Company account)
    1,203,504 GBP2024-09-30
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or more as a member of a firm → CIF 0
    PE - Ownership of voting rights - 75% or more as a member of a firm → CIF 0
Ceased 1
  • Levy, Graham Peter
    Independent Financial Advisor born in December 1961
    Individual
    Officer
    1999-09-06 ~ 2006-09-28
    OF - Director → CIF 0
parent relation
Company in focus

PERSONAL FINANCIAL PLANNING LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
25,361 GBP2024-09-30
25,219 GBP2023-09-30
Debtors
419,032 GBP2024-09-30
367,217 GBP2023-09-30
Cash at bank and in hand
477,777 GBP2024-09-30
229,952 GBP2023-09-30
Current Assets
896,809 GBP2024-09-30
597,169 GBP2023-09-30
Creditors
Current
746,269 GBP2024-09-30
479,753 GBP2023-09-30
Net Current Assets/Liabilities
150,540 GBP2024-09-30
117,416 GBP2023-09-30
Total Assets Less Current Liabilities
175,901 GBP2024-09-30
142,635 GBP2023-09-30
Net Assets/Liabilities
169,561 GBP2024-09-30
136,331 GBP2023-09-30
Equity
Called up share capital
10,200 GBP2024-09-30
10,200 GBP2023-09-30
Retained earnings (accumulated losses)
159,361 GBP2024-09-30
126,131 GBP2023-09-30
Equity
169,561 GBP2024-09-30
136,331 GBP2023-09-30
Average Number of Employees
362023-10-01 ~ 2024-09-30
362022-10-01 ~ 2023-09-30
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
26,625 GBP2023-09-30
Plant and equipment
9,000 GBP2024-09-30
9,000 GBP2023-09-30
Furniture and fittings
36,850 GBP2024-09-30
78,766 GBP2023-09-30
Computers
31,699 GBP2024-09-30
60,901 GBP2023-09-30
Property, Plant & Equipment - Gross Cost
77,549 GBP2024-09-30
175,292 GBP2023-09-30
Property, Plant & Equipment - Disposals
Furniture and fittings
-47,940 GBP2023-10-01 ~ 2024-09-30
Computers
-40,166 GBP2023-10-01 ~ 2024-09-30
Property, Plant & Equipment - Disposals
-114,731 GBP2023-10-01 ~ 2024-09-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
26,625 GBP2023-09-30
Plant and equipment
8,750 GBP2024-09-30
8,650 GBP2023-09-30
Furniture and fittings
22,579 GBP2024-09-30
63,893 GBP2023-09-30
Computers
20,859 GBP2024-09-30
50,905 GBP2023-09-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
52,188 GBP2024-09-30
150,073 GBP2023-09-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
100 GBP2023-10-01 ~ 2024-09-30
Furniture and fittings
2,007 GBP2023-10-01 ~ 2024-09-30
Computers
10,120 GBP2023-10-01 ~ 2024-09-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
12,227 GBP2023-10-01 ~ 2024-09-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Furniture and fittings
-43,321 GBP2023-10-01 ~ 2024-09-30
Computers
-40,166 GBP2023-10-01 ~ 2024-09-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-110,112 GBP2023-10-01 ~ 2024-09-30
Property, Plant & Equipment
Plant and equipment
250 GBP2024-09-30
350 GBP2023-09-30
Furniture and fittings
14,271 GBP2024-09-30
14,873 GBP2023-09-30
Computers
10,840 GBP2024-09-30
9,996 GBP2023-09-30
Trade Debtors/Trade Receivables
Current
120,284 GBP2024-09-30
73,238 GBP2023-09-30
Prepayments/Accrued Income
Current
298,748 GBP2024-09-30
271,872 GBP2023-09-30
Debtors
Current, Amounts falling due within one year
419,032 GBP2024-09-30
367,217 GBP2023-09-30
Trade Creditors/Trade Payables
Current
11,911 GBP2024-09-30
12,125 GBP2023-09-30
Corporation Tax Payable
Current
211,568 GBP2024-09-30
142,875 GBP2023-09-30
Other Taxation & Social Security Payable
Current
32,415 GBP2024-09-30
31,374 GBP2023-09-30
Other Creditors
Current
323,735 GBP2024-09-30
278,810 GBP2023-09-30
Accrued Liabilities
Current
4,700 GBP2024-09-30
3,875 GBP2023-09-30
Amounts set aside to cover potential liabilities or losses
Deferred taxation
6,340 GBP2024-09-30
6,304 GBP2023-09-30
  • PERSONAL FINANCIAL PLANNING LIMITED
    Info
    Registered number 03836346
    Unit 6, Whiteside, Station Road, Holmes Chapel, Cheshire CW4 8AA
    Private Limited Company incorporated on 1999-09-06 (25 years 10 months). The company status is Active.
    The last date of confirmation statement was made at 2024-08-22
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.