ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Concept Financial Planning Ltd

Concept Financial Planning Ltd is an active company incorporated on 15 May 2007 with the registered office located in Reigate, Surrey. Concept Financial Planning Ltd was registered 18 years ago.
Status
Active
Active since incorporation
Company No
06247554
Private limited company
Age
18 years
Incorporated 15 May 2007
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 6 January 2025 (8 months ago)
Next confirmation dated 6 January 2026
Due by 20 January 2026 (4 months remaining)
Last change occurred 8 months ago
Accounts
Submitted
For period 1 Jun31 May 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2025
Due by 28 February 2026 (5 months remaining)
Contact
Address
The Coach House
1 Howard Road
Reigate
RH2 7JE
England
Same address for the past 8 years
Telephone
01737225665
Email
Available in Endole App
People
Officers
3
Shareholders
2
Controllers (PSC)
1
Director • PSC • Financial Adviser • British • Lives in UK • Born in Jul 1974
Director • Head Of Financial Planning • British • Lives in UK • Born in Dec 1984
Director • British • Lives in England • Born in Aug 1964
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Financial Black Box Ltd
Mr Paul Stuart Richardson and Carl James Wilkinson are mutual people.
Active
C Wilkinson Property Ltd
Carl James Wilkinson is a mutual person.
Active
Concept Estate Planning Ltd
Mr Paul Stuart Richardson is a mutual person.
Active
Life After Me UK Ltd
Mr Paul Stuart Richardson is a mutual person.
Active
CJW Ecom Ltd
Carl James Wilkinson is a mutual person.
Dissolved
Brands
Concept Financial Planning
Concept Financial Planning is a Chartered Financial Planning firm established in 2007, providing clients with advice on personal finances.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 May 2024
For period 31 May31 May 2024
Traded for 12 months
Cash in Bank
£106.96K
Decreased by £16.9K (-14%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£263.28K
Increased by £54.74K (+26%)
Total Liabilities
-£145.34K
Increased by £91.4K (+169%)
Net Assets
£117.94K
Decreased by £36.66K (-24%)
Debt Ratio (%)
55%
Increased by 29.34% (+113%)
Latest Activity
Carl James Wilkinson Resigned
7 Months Ago on 23 Jan 2025
Confirmation Submitted
8 Months Ago on 15 Jan 2025
Full Accounts Submitted
8 Months Ago on 23 Dec 2024
Full Accounts Submitted
1 Year 7 Months Ago on 2 Feb 2024
Confirmation Submitted
1 Year 7 Months Ago on 18 Jan 2024
Mr Carl James Wilkinson Appointed
2 Years 2 Months Ago on 11 Jul 2023
Full Accounts Submitted
2 Years 8 Months Ago on 12 Jan 2023
Confirmation Submitted
2 Years 8 Months Ago on 10 Jan 2023
Mrs Fiona Richardson Appointed
3 Years Ago on 19 Jan 2022
Full Accounts Submitted
3 Years Ago on 12 Jan 2022
Get Credit Report
Discover Concept Financial Planning Ltd's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Termination of appointment of Carl James Wilkinson as a director on 23 January 2025
Submitted on 24 Jan 2025
Confirmation statement made on 6 January 2025 with updates
Submitted on 15 Jan 2025
Total exemption full accounts made up to 31 May 2024
Submitted on 23 Dec 2024
Memorandum and Articles of Association
Submitted on 2 Dec 2024
Resolutions
Submitted on 2 Dec 2024
Total exemption full accounts made up to 31 May 2023
Submitted on 2 Feb 2024
Confirmation statement made on 6 January 2024 with updates
Submitted on 18 Jan 2024
Resolutions
Submitted on 23 Aug 2023
Resolutions
Submitted on 15 Jul 2023
Sub-division of shares on 29 June 2023
Submitted on 14 Jul 2023
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year