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Abacus Wealth Planning Ltd

Abacus Wealth Planning Ltd is an active company incorporated on 6 October 1986 with the registered office located in Brentwood, Essex. Abacus Wealth Planning Ltd was registered 38 years ago.
Status
Active
Active since incorporation
Company No
02061670
Private limited company
Age
38 years
Incorporated 6 October 1986
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 23 July 2025 (1 month ago)
Next confirmation dated 23 July 2026
Due by 6 August 2026 (11 months remaining)
Last change occurred 1 year 1 month ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
18 St. Thomas Road
Brentwood
CM14 4DB
England
Address changed on 14 Mar 2023 (2 years 6 months ago)
Previous address was Adelaide House 12 King Edward Road Brentwood Essex CM14 4HL
Telephone
01277219594
Email
Available in Endole App
People
Officers
2
Shareholders
3
Controllers (PSC)
2
Director • PSC • Financial Advisor • British • Lives in England • Born in Nov 1988
Director • PSC • Financial Adviser • English • Lives in England • Born in Apr 1969
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£59.7K
Decreased by £14.48K (-20%)
Turnover
Unreported
Same as previous period
Employees
8
Same as previous period
Total Assets
£563.48K
Decreased by £5.8K (-1%)
Total Liabilities
-£377.6K
Decreased by £3.8K (-1%)
Net Assets
£185.88K
Decreased by £2K (-1%)
Debt Ratio (%)
67%
Increased by 0.02% (0%)
Latest Activity
Confirmation Submitted
1 Month Ago on 4 Aug 2025
Full Accounts Submitted
8 Months Ago on 20 Dec 2024
Confirmation Submitted
1 Year 1 Month Ago on 3 Aug 2024
Mrs Joan Marion Moisey Details Changed
1 Year 3 Months Ago on 5 Jun 2024
Mrs Joan Marion Moisey Details Changed
1 Year 3 Months Ago on 5 Jun 2024
Paul Stephen Moisey (PSC) Appointed
1 Year 4 Months Ago on 1 May 2024
Mr Paul Stephen Moisey Appointed
1 Year 4 Months Ago on 1 May 2024
Joan Marion Moisey (PSC) Resigned
1 Year 4 Months Ago on 30 Apr 2024
Full Accounts Submitted
1 Year 10 Months Ago on 23 Oct 2023
Confirmation Submitted
2 Years 1 Month Ago on 28 Jul 2023
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Documents
Confirmation statement made on 23 July 2025 with no updates
Submitted on 4 Aug 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 20 Dec 2024
Cessation of Joan Marion Moisey as a person with significant control on 30 April 2024
Submitted on 6 Nov 2024
Notification of Paul Stephen Moisey as a person with significant control on 1 May 2024
Submitted on 6 Nov 2024
Confirmation statement made on 23 July 2024 with updates
Submitted on 3 Aug 2024
Director's details changed for Mrs Joan Marion Moisey on 5 June 2024
Submitted on 5 Jun 2024
Secretary's details changed for Mrs Joan Marion Moisey on 5 June 2024
Submitted on 5 Jun 2024
Appointment of Mr Paul Stephen Moisey as a director on 1 May 2024
Submitted on 8 May 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 23 Oct 2023
Confirmation statement made on 23 July 2023 with no updates
Submitted on 28 Jul 2023
Repayment History
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