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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
    Talkes-nicholls, Carolyn Helen
    Born in May 1973
    Individual (6 offsprings)
    Officer
    2022-01-06 ~ now
    OF - Director → CIF 0
  • 3
    Murden, Gemma Ann
    Director born in February 1984
    Individual (6 offsprings)
    Officer
    2015-02-02 ~ 2019-04-29
    OF - Director → CIF 0
  • 4
    Kotecha, Krupesh
    Born in July 1981
    Individual (2 offsprings)
    Officer
    2022-02-09 ~ now
    OF - Director → CIF 0
  • 5
    Aldridge, Matthew James Duncan
    Information Security Director born in May 1975
    Individual (2 offsprings)
    Officer
    2014-10-19 ~ 2018-06-27
    OF - Director → CIF 0
    Aldridge, Matthew James Duncan
    It Security Director born in May 1975
    Individual (2 offsprings)
    2019-07-22 ~ 2023-04-18
    OF - Director → CIF 0
  • 6
    Aldridge, Rebecca Elizabeth
    Born in July 1978
    Individual (9 offsprings)
    Officer
    2013-06-03 ~ now
    OF - Director → CIF 0
    Mrs Rebecca Elizabeth Aldridge
    Born in July 1978
    Individual (9 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
parent relation
Company in focus

BALANCE: WEALTH PLANNING LIMITED

Company number: 08552799
This page is about company number 08552799, under which the name BALANCE: WEALTH PLANNING LIMITED was registered since 2014-10-20.
Registered names
BALANCE: WEALTH PLANNING LIMITED - now
Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Property, Plant & Equipment
15,903 GBP2024-06-30
20,763 GBP2023-06-30
Fixed Assets
15,903 GBP2024-06-30
20,763 GBP2023-06-30
Debtors
134,322 GBP2024-06-30
118,632 GBP2023-06-30
Cash at bank and in hand
162,537 GBP2024-06-30
133,780 GBP2023-06-30
Current Assets
296,859 GBP2024-06-30
252,412 GBP2023-06-30
Net Current Assets/Liabilities
256,408 GBP2024-06-30
233,730 GBP2023-06-30
Total Assets Less Current Liabilities
272,311 GBP2024-06-30
254,493 GBP2023-06-30
Net Assets/Liabilities
268,335 GBP2024-06-30
250,357 GBP2023-06-30
Equity
Called up share capital
300 GBP2024-06-30
300 GBP2023-06-30
Share premium
53,326 GBP2024-06-30
53,326 GBP2023-06-30
Capital redemption reserve
100 GBP2024-06-30
100 GBP2023-06-30
Retained earnings (accumulated losses)
214,609 GBP2024-06-30
196,631 GBP2023-06-30
Average Number of Employees
212023-07-01 ~ 2024-06-30
172022-07-01 ~ 2023-06-30
Property, Plant & Equipment - Gross Cost
Furniture and fittings
13,523 GBP2024-06-30
13,523 GBP2023-06-30
Computers
48,894 GBP2024-06-30
46,659 GBP2023-06-30
Property, Plant & Equipment - Gross Cost
62,417 GBP2024-06-30
60,182 GBP2023-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
10,064 GBP2024-06-30
8,911 GBP2023-06-30
Computers
36,450 GBP2024-06-30
30,508 GBP2023-06-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
46,514 GBP2024-06-30
39,419 GBP2023-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
1,153 GBP2023-07-01 ~ 2024-06-30
Computers
5,942 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
7,095 GBP2023-07-01 ~ 2024-06-30
Property, Plant & Equipment
Furniture and fittings
3,459 GBP2024-06-30
4,612 GBP2023-06-30
Computers
12,444 GBP2024-06-30
16,151 GBP2023-06-30
Trade Debtors/Trade Receivables
Current
126,716 GBP2024-06-30
84,275 GBP2023-06-30
Trade Creditors/Trade Payables
Current
1,347 GBP2023-06-30
Other Taxation & Social Security Payable
Current
22,346 GBP2024-06-30
12,894 GBP2023-06-30

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 (12 years 9 months). The company status is Active.
    The last date of confirmation statement was made at 2025-06-03
    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)
    Net Assets/Liabilities (Company account)
    1 GBP2024-07-31
    Person with significant control
    2016-07-07 ~ now
    CIF 1 - Ownership of voting rights - 75% or more OE
    CIF 1 - Has significant influence or control OE
    CIF 1 - Ownership of shares – 75% or more OE
    CIF 1 - Right to appoint or remove directors OE

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Contains public sector information retrieved at 9 February 2026 and licensed under the Open Government Licence v3.0.