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Charles Wilkinson Financial Planning Limited

Charles Wilkinson Financial Planning Limited is an active company incorporated on 22 June 2005 with the registered office located in York, North Yorkshire. Charles Wilkinson Financial Planning Limited was registered 20 years ago.
Status
Active
Active since incorporation
Company No
05488200
Private limited company
Age
20 years
Incorporated 22 June 2005
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 30 April 2025 (4 months ago)
Next confirmation dated 30 April 2026
Due by 14 May 2026 (8 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Oct30 Sep 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
Contact
Address
118 Fishergate
York
North Yorkshire
YO10 4BB
Same address for the past 20 years
Telephone
01904631839
Email
Available in Endole App
Website
People
Officers
3
Shareholders
2
Controllers (PSC)
2
Director • Secretary • PSC • Financial Planning Administrator • British • Lives in England • Born in Mar 1954
Director • PSC • Chartered Financial Planner • British • Lives in England • Born in Feb 1952
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
30 Sep 2024
For period 30 Sep30 Sep 2024
Traded for 12 months
Cash in Bank
£134.77K
Increased by £39.42K (+41%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£146.41K
Increased by £38.67K (+36%)
Total Liabilities
-£12.71K
Increased by £2.81K (+28%)
Net Assets
£133.7K
Increased by £35.86K (+37%)
Debt Ratio (%)
9%
Decreased by 0.51% (-6%)
Latest Activity
Confirmation Submitted
4 Months Ago on 1 May 2025
Full Accounts Submitted
6 Months Ago on 20 Feb 2025
Confirmation Submitted
1 Year 4 Months Ago on 30 Apr 2024
Full Accounts Submitted
1 Year 7 Months Ago on 27 Jan 2024
Confirmation Submitted
2 Years 2 Months Ago on 22 Jun 2023
Full Accounts Submitted
2 Years 7 Months Ago on 20 Jan 2023
Confirmation Submitted
3 Years Ago on 22 Jun 2022
Full Accounts Submitted
3 Years Ago on 14 Feb 2022
Confirmation Submitted
4 Years Ago on 2 Aug 2021
Full Accounts Submitted
4 Years Ago on 16 Nov 2020
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Documents
Confirmation statement made on 30 April 2025 with no updates
Submitted on 1 May 2025
Total exemption full accounts made up to 30 September 2024
Submitted on 20 Feb 2025
Confirmation statement made on 30 April 2024 with no updates
Submitted on 30 Apr 2024
Total exemption full accounts made up to 30 September 2023
Submitted on 27 Jan 2024
Confirmation statement made on 22 June 2023 with no updates
Submitted on 22 Jun 2023
Total exemption full accounts made up to 30 September 2022
Submitted on 20 Jan 2023
Confirmation statement made on 22 June 2022 with no updates
Submitted on 22 Jun 2022
Total exemption full accounts made up to 30 September 2021
Submitted on 14 Feb 2022
Confirmation statement made on 22 June 2021 with updates
Submitted on 2 Aug 2021
Total exemption full accounts made up to 30 September 2020
Submitted on 16 Nov 2020
Repayment History
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