ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Bourlet Financial Planning Limited

Bourlet Financial Planning Limited is an active company incorporated on 21 October 2003 with the registered office located in Corsham, Wiltshire. Bourlet Financial Planning Limited was registered 22 years ago.
Status
Active
Active since incorporation
Company No
04939170
Private limited company
Age
22 years
Incorporated 21 October 2003
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Due Soon
Dated 21 October 2024 (1 year ago)
Next confirmation dated 21 October 2025
Due by 4 November 2025 (2 days remaining)
Last change occurred 1 year ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 1 month remaining)
Address
Hartham Park
Corsham
Wiltshire
SN13 0RP
Same address for the past 20 years
Telephone
01249700460
Email
Available in Endole App
People
Officers
3
Shareholders
3
Controllers (PSC)
1
Director • Financial Planner • British • Lives in England • Born in Sep 1962
Director • Financial Planning Consultant • British • Lives in UK • Born in Jun 1967
Secretary • British • Lives in UK • Born in Feb 1969
Bourlet Holdings Limited
PSC
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Bourlet Consulting Limited
Mr Roger Murray Bourlet is a mutual person.
Active
Bourlet Wealth Management Limited
Mr Roger Murray Bourlet is a mutual person.
Active
Brands
Bourlet Consulting
Bourlet Consulting is a Chartered Financial Planning firm that provides financial planning services to clients.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£466.68K
Increased by £174.69K (+60%)
Turnover
Unreported
Same as previous period
Employees
12
Increased by 2 (+20%)
Total Assets
£657.65K
Increased by £186.26K (+40%)
Total Liabilities
-£202.08K
Increased by £22.07K (+12%)
Net Assets
£455.57K
Increased by £164.19K (+56%)
Debt Ratio (%)
31%
Decreased by 7.46% (-20%)
Latest Activity
Full Accounts Submitted
2 Months Ago on 27 Aug 2025
Robert Ian Johnson Resigned
7 Months Ago on 2 Apr 2025
Bourlet Holdings Limited (PSC) Appointed
7 Months Ago on 2 Apr 2025
Michelle Ruth Bourlet (PSC) Resigned
7 Months Ago on 2 Apr 2025
Roger Murray Bourlet (PSC) Resigned
7 Months Ago on 2 Apr 2025
Confirmation Submitted
1 Year Ago on 22 Oct 2024
Full Accounts Submitted
1 Year 2 Months Ago on 15 Aug 2024
Mr Robert Ian Johnson Details Changed
1 Year 10 Months Ago on 2 Jan 2024
Confirmation Submitted
2 Years Ago on 23 Oct 2023
Full Accounts Submitted
2 Years 2 Months Ago on 31 Aug 2023
Get Credit Report
Discover Bourlet Financial Planning Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 27 Aug 2025
Termination of appointment of Robert Ian Johnson as a director on 2 April 2025
Submitted on 23 Apr 2025
Notification of Bourlet Holdings Limited as a person with significant control on 2 April 2025
Submitted on 14 Apr 2025
Cessation of Roger Murray Bourlet as a person with significant control on 2 April 2025
Submitted on 14 Apr 2025
Cessation of Michelle Ruth Bourlet as a person with significant control on 2 April 2025
Submitted on 14 Apr 2025
Confirmation statement made on 21 October 2024 with updates
Submitted on 22 Oct 2024
Total exemption full accounts made up to 31 March 2024
Submitted on 15 Aug 2024
Director's details changed for Mr Robert Ian Johnson on 2 January 2024
Submitted on 9 Jan 2024
Confirmation statement made on 21 October 2023 with updates
Submitted on 23 Oct 2023
Total exemption full accounts made up to 31 March 2023
Submitted on 31 Aug 2023
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year