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

WEALTH PLANNING ASSOCIATES LIMITED

Previous name
WEALTH PLANNING 4 YOU LIMITED - 2013-07-02
Standard Industrial Classification
82990 - Other Business Support Service Activities N.e.c.
Brief company account
Par Value of Share
Class 1 ordinary share
12023-04-01 ~ 2024-03-31
Property, Plant & Equipment
11,499 GBP2024-03-31
12,625 GBP2023-03-31
Debtors
84,177 GBP2024-03-31
191,519 GBP2023-03-31
Cash at bank and in hand
14,696 GBP2024-03-31
26,823 GBP2023-03-31
Current Assets
98,873 GBP2024-03-31
218,342 GBP2023-03-31
Creditors
Current
23,862 GBP2024-03-31
55,702 GBP2023-03-31
Net Current Assets/Liabilities
75,011 GBP2024-03-31
162,640 GBP2023-03-31
Total Assets Less Current Liabilities
86,510 GBP2024-03-31
175,265 GBP2023-03-31
Creditors
Non-current
12,439 GBP2024-03-31
22,389 GBP2023-03-31
Net Assets/Liabilities
74,071 GBP2024-03-31
152,876 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
73,971 GBP2024-03-31
152,776 GBP2023-03-31
Equity
74,071 GBP2024-03-31
152,876 GBP2023-03-31
Average Number of Employees
22023-04-01 ~ 2024-03-31
22022-04-01 ~ 2023-03-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
14,271 GBP2024-03-31
14,271 GBP2023-03-31
Furniture and fittings
740 GBP2024-03-31
740 GBP2023-03-31
Computers
2,715 GBP2024-03-31
7,767 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
17,726 GBP2024-03-31
22,778 GBP2023-03-31
Property, Plant & Equipment - Disposals
Computers
-5,052 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Disposals
-5,052 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
3,032 GBP2024-03-31
2,318 GBP2023-03-31
Furniture and fittings
480 GBP2024-03-31
393 GBP2023-03-31
Computers
2,715 GBP2024-03-31
7,442 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
6,227 GBP2024-03-31
10,153 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Improvements to leasehold property
714 GBP2023-04-01 ~ 2024-03-31
Furniture and fittings
87 GBP2023-04-01 ~ 2024-03-31
Computers
325 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
1,126 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Computers
-5,052 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-5,052 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Improvements to leasehold property
11,239 GBP2024-03-31
11,953 GBP2023-03-31
Furniture and fittings
260 GBP2024-03-31
347 GBP2023-03-31
Computers
325 GBP2023-03-31
Amount of corporation tax that is recoverable
Current
2,116 GBP2024-03-31
Prepayments
Current
333 GBP2023-03-31
Debtors
Amounts falling due within one year, Current
84,177 GBP2024-03-31
Current, Amounts falling due within one year
191,519 GBP2023-03-31
Bank Borrowings/Overdrafts
Current
10,000 GBP2024-03-31
10,000 GBP2023-03-31
Trade Creditors/Trade Payables
Current
606 GBP2023-03-31
Corporation Tax Payable
Current
2,267 GBP2024-03-31
33,506 GBP2023-03-31
Other Taxation & Social Security Payable
Current
-318 GBP2023-03-31
Accrued Liabilities
Current
1,967 GBP2024-03-31
2,280 GBP2023-03-31
Bank Borrowings/Overdrafts
Non-current, Between one and two years
10,000 GBP2024-03-31
Between one and two years, Non-current
10,000 GBP2023-03-31
Between two and five year, Non-current
12,389 GBP2023-03-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2024-03-31
  • WEALTH PLANNING ASSOCIATES LIMITED
    Info
    WEALTH PLANNING 4 YOU LIMITED - 2013-07-02
    Registered number 07005525
    icon of addressInnovation House Innovation Way, Discovery Park, Sandwich, Kent CT13 9FF
    PRIVATE LIMITED COMPANY incorporated on 2009-09-01 (16 years 4 months). The company status is Active.
    The last date of confirmation statement was made at 2024-10-19
    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 12 November 2025 and licensed under the Open Government Licence v3.0.