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Somerfield Wealth Planning Ltd

Somerfield Wealth Planning Ltd is an active company incorporated on 1 July 2014 with the registered office located in Milton Keynes, Buckinghamshire. Somerfield Wealth Planning Ltd was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09110223
Private limited company
Age
11 years
Incorporated 1 July 2014
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 13 February 2025 (7 months ago)
Next confirmation dated 13 February 2026
Due by 27 February 2026 (5 months remaining)
Last change occurred 6 months ago
Accounts
Submitted
For period 1 Jul30 Jun 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2025
Due by 31 March 2026 (6 months remaining)
Contact
Address
Quest Accounting Services Ltd, Suite 106 The Pinnacle
170 Midsummer Boulevard
Milton Keynes
MK9 1BP
England
Address changed on 19 Mar 2025 (5 months ago)
Previous address was Suite 106 170 Midsummer Boulevard the Pinnacle Milton Keynes MK9 1FD England
Telephone
Unreported
Email
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
1
Director • Independent Financial Adviser • Lives in UK • Born in May 1979
Secretary
Mr Owen Charles Thornton Cook
PSC • British • Lives in UK • Born in May 1979
Shareholders, PSCs & Group Structure
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Mutual Companies
16 Somerfield Road Freehold Limited
Owen Charles Thornton Cook is a mutual person.
Active
Ablestoke Financial Planning LLP
Owen Charles Thornton Cook is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Jun 2024
For period 30 Jun30 Jun 2024
Traded for 12 months
Cash in Bank
£54.88K
Decreased by £38.46K (-41%)
Turnover
Unreported
Same as previous period
Employees
1
Same as previous period
Total Assets
£459.36K
Increased by £365.38K (+389%)
Total Liabilities
-£147.28K
Increased by £98.06K (+199%)
Net Assets
£312.08K
Increased by £267.32K (+597%)
Debt Ratio (%)
32%
Decreased by 20.31% (-39%)
Latest Activity
Full Accounts Submitted
5 Months Ago on 26 Mar 2025
Mr Owen Charles Thornton Cook (PSC) Details Changed
5 Months Ago on 19 Mar 2025
Registered Address Changed
5 Months Ago on 19 Mar 2025
Confirmation Submitted
6 Months Ago on 27 Feb 2025
Registered Address Changed
10 Months Ago on 29 Oct 2024
Mr Owen Charles Thornton Cook (PSC) Details Changed
10 Months Ago on 29 Oct 2024
Full Accounts Submitted
1 Year 5 Months Ago on 18 Mar 2024
Confirmation Submitted
1 Year 7 Months Ago on 13 Feb 2024
Confirmation Submitted
2 Years 6 Months Ago on 17 Feb 2023
Mr Owen Charles Thornton Cook Details Changed
2 Years 7 Months Ago on 14 Feb 2023
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Documents
Total exemption full accounts made up to 30 June 2024
Submitted on 26 Mar 2025
Registered office address changed from Suite 106 170 Midsummer Boulevard the Pinnacle Milton Keynes MK9 1FD England to Quest Accounting Services Ltd, Suite 106 the Pinnacle 170 Midsummer Boulevard Milton Keynes MK9 1BP on 19 March 2025
Submitted on 19 Mar 2025
Change of details for Mr Owen Charles Thornton Cook as a person with significant control on 19 March 2025
Submitted on 19 Mar 2025
Confirmation statement made on 13 February 2025 with updates
Submitted on 27 Feb 2025
Change of details for Mr Owen Charles Thornton Cook as a person with significant control on 29 October 2024
Submitted on 29 Oct 2024
Registered office address changed from Suite 110, the Pinnacle 150 Midsummer Boulevard Milton Keynes MK9 1FD England to Suite 106 170 Midsummer Boulevard the Pinnacle Milton Keynes MK91FD on 29 October 2024
Submitted on 29 Oct 2024
Total exemption full accounts made up to 30 June 2023
Submitted on 18 Mar 2024
Confirmation statement made on 13 February 2024 with updates
Submitted on 13 Feb 2024
Confirmation statement made on 15 February 2023 with no updates
Submitted on 17 Feb 2023
Director's details changed for Mr Owen Charles Thornton Cook on 14 February 2023
Submitted on 15 Feb 2023
Repayment History
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