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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 6
  • 1
    Dean, Laura Jane
    Born in October 1989
    Individual (2 offsprings)
    Officer
    2022-02-08 ~ 2026-01-16
    OF - Director → CIF 0
  • 2
    Aldridge, Rebecca Elizabeth
    Born in July 1978
    Individual (10 offsprings)
    Officer
    2013-06-03 ~ now
    OF - Director → CIF 0
    Mrs Rebecca Elizabeth Aldridge
    Born in July 1978
    Individual (10 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
  • 3
    Aldridge, Matthew James Duncan
    Born in May 1975
    Individual (2 offsprings)
    Officer
    2014-10-19 ~ 2018-06-27
    OF - Director → CIF 0
    2019-07-22 ~ 2023-04-18
    OF - Director → CIF 0
  • 4
    Murden, Gemma Ann
    Born in February 1984
    Individual (6 offsprings)
    Officer
    2015-02-02 ~ 2019-04-29
    OF - Director → CIF 0
  • 5
    Kotecha, Krupesh Vipul
    Born in July 1981
    Individual (3 offsprings)
    Officer
    2022-02-09 ~ now
    OF - Director → CIF 0
  • 6
    Talkes-nicholls, Carolyn Helen
    Born in May 1973
    Individual (6 offsprings)
    Officer
    2022-01-06 ~ now
    OF - Director → CIF 0
parent relation
Company in focus

BALANCE: WEALTH PLANNING LIMITED

Period: 2014-10-20 ~ now
Company number: 08552799
Registered names
BALANCE: WEALTH PLANNING LIMITED - now
Recent Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Property, Plant & Equipment
23,181 GBP2025-06-30
15,903 GBP2024-06-30
Fixed Assets
23,181 GBP2025-06-30
15,903 GBP2024-06-30
Debtors
163,007 GBP2025-06-30
134,322 GBP2024-06-30
Cash at bank and in hand
208,630 GBP2025-06-30
162,537 GBP2024-06-30
Current Assets
371,637 GBP2025-06-30
296,859 GBP2024-06-30
Net Current Assets/Liabilities
311,792 GBP2025-06-30
256,408 GBP2024-06-30
Total Assets Less Current Liabilities
334,973 GBP2025-06-30
272,311 GBP2024-06-30
Net Assets/Liabilities
329,177 GBP2025-06-30
268,335 GBP2024-06-30
Equity
Called up share capital
300 GBP2025-06-30
300 GBP2024-06-30
Share premium
53,326 GBP2025-06-30
53,326 GBP2024-06-30
Capital redemption reserve
100 GBP2025-06-30
100 GBP2024-06-30
Retained earnings (accumulated losses)
275,451 GBP2025-06-30
214,609 GBP2024-06-30
Average Number of Employees
232024-07-01 ~ 2025-06-30
212023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Gross Cost
Furniture and fittings
17,135 GBP2025-06-30
13,523 GBP2024-06-30
Computers
41,913 GBP2025-06-30
48,894 GBP2024-06-30
Property, Plant & Equipment - Gross Cost
59,048 GBP2025-06-30
62,417 GBP2024-06-30
Property, Plant & Equipment - Disposals
Computers
-19,167 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Disposals
-19,167 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
11,241 GBP2025-06-30
10,064 GBP2024-06-30
Computers
24,626 GBP2025-06-30
36,450 GBP2024-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
35,867 GBP2025-06-30
46,514 GBP2024-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
1,177 GBP2024-07-01 ~ 2025-06-30
Computers
5,867 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
7,044 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Computers
-17,691 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-17,691 GBP2024-07-01 ~ 2025-06-30
Property, Plant & Equipment
Furniture and fittings
5,894 GBP2025-06-30
3,459 GBP2024-06-30
Computers
17,287 GBP2025-06-30
12,444 GBP2024-06-30
Trade Debtors/Trade Receivables
Current
114,399 GBP2025-06-30
126,716 GBP2024-06-30
Other Taxation & Social Security Payable
Current
34,271 GBP2025-06-30
22,346 GBP2024-06-30

Related profiles found in government register
  • BALANCE: WEALTH PLANNING LIMITED
    Info
    THINK SMARTER CONSULTING LIMITED - 2014-10-20
    Registered number 08552799
    The Point Loughborough Road, West Bridgford, Nottingham NG2 7QW
    PRIVATE LIMITED COMPANY incorporated on 2013-06-03 (13 years 3 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2026-06-03
    CIF 0
  • BALANCE: WEALTH PLANNING LIMITED
    S
    Registered number 8552799
    Rtec, Civic Centre, Pavilion Road, West Bridgford, Nottingham, Nottinghamshire, United Kingdom, NG2 5AW
    Companies Act 2006 in Uk Companies House, Uk
    CIF 1
child relation
Offspring entities and appointments 1
  • 1
    BALANCE: TRUSTEES LIMITED
    10266599
    The Point Loughborough Road, West Bridgford, Nottingham, England
    Active Corporate (7 parents)
    Person with significant control
    2016-07-07 ~ now
    CIF 1 - Ownership of voting rights - 75% or more OE
    CIF 1 - Right to appoint or remove directors OE
    CIF 1 - Ownership of shares – 75% or more OE
    CIF 1 - Has significant influence or control OE

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Contains public sector information retrieved at 14 July 2026 and licensed under the Open Government Licence v3.0.