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Maxim Financial Planning Limited

Maxim Financial Planning Limited is an active company incorporated on 21 February 2014 with the registered office located in Clevedon, Somerset. Maxim Financial Planning Limited was registered 11 years ago.
Status
Active
Active since incorporation
Company No
08906970
Private limited company
Age
11 years
Incorporated 21 February 2014
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 21 February 2025 (6 months ago)
Next confirmation dated 21 February 2026
Due by 7 March 2026 (5 months remaining)
Last change occurred 6 months ago
Accounts
Submitted
For period 1 Mar28 Feb 2024 (12 months)
Accounts type is Micro Entity
Next accounts for period 28 February 2025
Due by 30 November 2025 (2 months remaining)
Contact
Address
4 Yeo Bank Business Park
Kenn Road
Clevedon
North Somerset
BS21 6UW
United Kingdom
Address changed on 19 Mar 2024 (1 year 5 months ago)
Previous address was 3a Yeo Bank Business Park Kenn Road Kenn Clevedon BS21 6UW England
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • PSC • British • Lives in UK • Born in Dec 1969
Director • PSC • Financial Adviser • British • Lives in England • Born in Dec 1965
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
28 Feb 2024
For period 28 Feb28 Feb 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£248.2K
Decreased by £29.22K (-11%)
Total Liabilities
-£18.5K
Increased by £6.69K (+57%)
Net Assets
£229.7K
Decreased by £35.91K (-14%)
Debt Ratio (%)
7%
Increased by 3.2% (+75%)
Latest Activity
Own Shares Purchased
3 Months Ago on 27 May 2025
Confirmation Submitted
6 Months Ago on 28 Feb 2025
Mrs Karen Ann Mcgee (PSC) Details Changed
6 Months Ago on 21 Feb 2025
Micro Accounts Submitted
9 Months Ago on 28 Nov 2024
Own Shares Purchased
1 Year 3 Months Ago on 22 May 2024
Registered Address Changed
1 Year 5 Months Ago on 19 Mar 2024
Confirmation Submitted
1 Year 6 Months Ago on 29 Feb 2024
Micro Accounts Submitted
1 Year 9 Months Ago on 30 Nov 2023
Mrs Karen Ann Mcgee Appointed
2 Years 6 Months Ago on 1 Mar 2023
Karen Ann Mcgee (PSC) Appointed
2 Years 6 Months Ago on 1 Mar 2023
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Documents
Purchase of own shares.
Submitted on 27 May 2025
Change of details for Mrs Karen Ann Mcgee as a person with significant control on 21 February 2025
Submitted on 28 Feb 2025
Confirmation statement made on 21 February 2025 with updates
Submitted on 28 Feb 2025
Micro company accounts made up to 28 February 2024
Submitted on 28 Nov 2024
Purchase of own shares.
Submitted on 22 May 2024
Registered office address changed from 3a Yeo Bank Business Park Kenn Road Kenn Clevedon BS21 6UW England to 4 Yeo Bank Business Park Kenn Road Clevedon North Somerset BS21 6UW on 19 March 2024
Submitted on 19 Mar 2024
Confirmation statement made on 21 February 2024 with updates
Submitted on 29 Feb 2024
Micro company accounts made up to 28 February 2023
Submitted on 30 Nov 2023
Change of details for Mr Darren Thomas Mcgee as a person with significant control on 1 March 2023
Submitted on 10 Oct 2023
Notification of Karen Ann Mcgee as a person with significant control on 1 March 2023
Submitted on 10 Oct 2023
Repayment History
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