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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 3
  • 1
    Young, Kathryn
    Individual (2 offsprings)
    Officer
    2009-09-01 ~ now
    OF - Secretary → CIF 0
  • 2
    Young, Douglas
    Born in November 1967
    Individual (3 offsprings)
    Officer
    2009-09-01 ~ now
    OF - Director → CIF 0
    Mr Douglas Young
    Born in November 1967
    Individual (3 offsprings)
    Person with significant control
    2016-09-01 ~ now
    PE - Has significant influence or controlCIF 0
  • 3
    Monckton, Robert James
    Financial Adviser born in November 1973
    Individual (4 offsprings)
    Officer
    2020-09-01 ~ 2022-12-01
    OF - Director → CIF 0
parent relation
Company in focus

WEALTH PLANNING ASSOCIATES LIMITED

Period: 2013-07-02 ~ now
Company number: 07005525
Registered names
WEALTH PLANNING ASSOCIATES LIMITED - now
Standard Industrial Classification
82990 - Other Business Support Service Activities N.e.c.
Brief company account
Par Value of Share
Class 1 ordinary share
12024-04-01 ~ 2025-03-31
Property, Plant & Equipment
10,721 GBP2025-03-31
11,499 GBP2024-03-31
Debtors
15,258 GBP2025-03-31
84,177 GBP2024-03-31
Cash at bank and in hand
10,783 GBP2025-03-31
14,696 GBP2024-03-31
Current Assets
26,041 GBP2025-03-31
98,873 GBP2024-03-31
Creditors
Current
34,306 GBP2025-03-31
23,862 GBP2024-03-31
Net Current Assets/Liabilities
-8,265 GBP2025-03-31
75,011 GBP2024-03-31
Total Assets Less Current Liabilities
2,456 GBP2025-03-31
86,510 GBP2024-03-31
Creditors
Non-current
2,237 GBP2025-03-31
12,439 GBP2024-03-31
Net Assets/Liabilities
219 GBP2025-03-31
74,071 GBP2024-03-31
Equity
Called up share capital
100 GBP2025-03-31
100 GBP2024-03-31
Retained earnings (accumulated losses)
119 GBP2025-03-31
73,971 GBP2024-03-31
Equity
219 GBP2025-03-31
74,071 GBP2024-03-31
Average Number of Employees
22024-04-01 ~ 2025-03-31
22023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
14,271 GBP2024-03-31
Furniture and fittings
740 GBP2024-03-31
Computers
2,715 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
17,726 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
3,745 GBP2025-03-31
3,032 GBP2024-03-31
Furniture and fittings
545 GBP2025-03-31
480 GBP2024-03-31
Computers
2,715 GBP2025-03-31
2,715 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
7,005 GBP2025-03-31
6,227 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Improvements to leasehold property
713 GBP2024-04-01 ~ 2025-03-31
Furniture and fittings
65 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
778 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Improvements to leasehold property
10,526 GBP2025-03-31
11,239 GBP2024-03-31
Furniture and fittings
195 GBP2025-03-31
260 GBP2024-03-31
Amount of corporation tax that is recoverable
Current
2,037 GBP2025-03-31
2,116 GBP2024-03-31
Debtors
Current, Amounts falling due within one year
15,258 GBP2025-03-31
84,177 GBP2024-03-31
Bank Borrowings/Overdrafts
Current
10,000 GBP2025-03-31
10,000 GBP2024-03-31
Trade Creditors/Trade Payables
Current
240 GBP2025-03-31
Corporation Tax Payable
Current
6,061 GBP2025-03-31
2,267 GBP2024-03-31
Other Creditors
Current
6,260 GBP2025-03-31
Accrued Liabilities
Current
2,117 GBP2025-03-31
1,967 GBP2024-03-31
Bank Borrowings/Overdrafts
Between one and two years, Non-current
2,237 GBP2025-03-31
10,000 GBP2024-03-31
Between two and five year, Non-current
2,439 GBP2024-03-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2025-03-31

  • WEALTH PLANNING ASSOCIATES LIMITED
    Info
    WEALTH PLANNING 4 YOU LIMITED - 2013-07-02
    Registered number 07005525
    Innovation House Innovation Way, Discovery Park, Sandwich, Kent CT13 9FF
    PRIVATE LIMITED COMPANY incorporated on 2009-09-01 (16 years 8 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-10-19
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.