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Schaefer Financial Management Limited

Schaefer Financial Management Limited is an active company incorporated on 21 November 2002 with the registered office located in Taunton, Somerset. Schaefer Financial Management Limited was registered 22 years ago.
Status
Active
Active since 19 years ago
Company No
04596404
Private limited company
Age
22 years
Incorporated 21 November 2002
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 19 November 2024 (9 months ago)
Next confirmation dated 19 November 2025
Due by 3 December 2025 (2 months remaining)
Last change occurred 9 months ago
Accounts
Submitted
For period 1 Mar28 Feb 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 28 February 2026
Due by 30 November 2026 (1 year 2 months remaining)
Contact
Address
Goodwood House
Blackbrook Park Avenue
Taunton
Somerset
TA1 2PX
United Kingdom
Address changed on 14 Jul 2022 (3 years ago)
Previous address was Gadsby House Huntworth Business Park Bridgwater Somerset TA6 6TS
Telephone
01278451888
Email
Available in Endole App
People
Officers
3
Shareholders
2
Controllers (PSC)
2
Director • Chartered Financial Planner • British • Lives in England • Born in Jan 1960
Director • Independent Financial Adviser • British • Lives in England • Born in Jul 1977
Secretary • Company Administrator • British
Elisabeth Carole Sheppard
PSC • British • Lives in UK • Born in Nov 1961
Philip Arthur Sheppard
PSC • British • Lives in UK • Born in Jan 1960
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
28 Feb 2025
For period 28 Feb28 Feb 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
6
Decreased by 3 (-33%)
Total Assets
£97.22K
Decreased by £8.83K (-8%)
Total Liabilities
-£48.19K
Decreased by £4.92K (-9%)
Net Assets
£49.02K
Decreased by £3.91K (-7%)
Debt Ratio (%)
50%
Decreased by 0.51% (-1%)
Latest Activity
Micro Accounts Submitted
2 Months Ago on 14 Jul 2025
Confirmation Submitted
9 Months Ago on 26 Nov 2024
Elisabeth Carole Sheppard Details Changed
9 Months Ago on 26 Nov 2024
Philip Arthur Sheppard Details Changed
9 Months Ago on 26 Nov 2024
Micro Accounts Submitted
11 Months Ago on 11 Oct 2024
Gemma Claire Lott Resigned
1 Year 3 Months Ago on 3 Jun 2024
Confirmation Submitted
1 Year 9 Months Ago on 20 Nov 2023
Micro Accounts Submitted
2 Years Ago on 5 Sep 2023
Micro Accounts Submitted
2 Years 9 Months Ago on 30 Nov 2022
Confirmation Submitted
2 Years 9 Months Ago on 29 Nov 2022
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Documents
Micro company accounts made up to 28 February 2025
Submitted on 14 Jul 2025
Director's details changed for Philip Arthur Sheppard on 26 November 2024
Submitted on 26 Nov 2024
Secretary's details changed for Elisabeth Carole Sheppard on 26 November 2024
Submitted on 26 Nov 2024
Confirmation statement made on 19 November 2024 with updates
Submitted on 26 Nov 2024
Micro company accounts made up to 29 February 2024
Submitted on 11 Oct 2024
Termination of appointment of Gemma Claire Lott as a director on 3 June 2024
Submitted on 11 Jun 2024
Confirmation statement made on 19 November 2023 with no updates
Submitted on 20 Nov 2023
Micro company accounts made up to 28 February 2023
Submitted on 5 Sep 2023
Micro company accounts made up to 28 February 2022
Submitted on 30 Nov 2022
Confirmation statement made on 19 November 2022 with no updates
Submitted on 29 Nov 2022
Repayment History
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