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Schofield & Associates Financial Planning Ltd
Schofield & Associates Financial Planning Ltd is an active company incorporated on 2 December 2014 with the registered office located in Burnley, Lancashire. Schofield & Associates Financial Planning Ltd was registered 10 years ago.
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Status
Active
Active since
incorporation
Company No
09336453
Private limited company
Age
10 years
Incorporated
2 December 2014
Size
Small
Balance sheet is under
£7.5M
Under
50 employees
Confirmation
Submitted
Dated
2 December 2024
(9 months ago)
Next confirmation dated
2 December 2025
Due by
16 December 2025
(3 months remaining)
Last change occurred
8 months ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2024
(1 year)
Accounts type is
Total Exemption Full
Next accounts for period
31 March 2025
Due by
31 December 2025
(3 months remaining)
Learn more about Schofield & Associates Financial Planning Ltd
Contact
Address
Block B Burnley Wharf
Manchester Road
Burnley
Lancashire
BB11 1JG
England
Same address for the past
4 years
Companies in BB11 1JG
Telephone
01282686720
Email
Unreported
Website
Paulgschofield.co.uk
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People
Officers
2
Shareholders
2
Controllers (PSC)
2
Mrs Caroline Schofield
Director • PSC • British • Lives in England • Born in Jul 1980
Mr Paul Graham Schofield
Director • PSC • Financial Adviser • British • Lives in England • Born in May 1978
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Schofield & Associates Financial Planning Ltd
Schofield & Associates Financial Planning Ltd provides wealth management advice to individuals and businesses.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Mar 2024
For period
31 Mar
⟶
31 Mar 2024
Traded for
12 months
Cash in Bank
£14.86K
Increased by £2.64K (+22%)
Turnover
Unreported
Same as previous period
Employees
11
Increased by 1 (+10%)
Total Assets
£4.16M
Increased by £959.3K (+30%)
Total Liabilities
-£3.02M
Increased by £441.41K (+17%)
Net Assets
£1.14M
Increased by £517.89K (+84%)
Debt Ratio (%)
73%
Decreased by 8% (-10%)
See 10 Year Full Financials
Latest Activity
Amended Full Accounts Submitted
5 Months Ago on 26 Mar 2025
Full Accounts Submitted
8 Months Ago on 24 Dec 2024
Confirmation Submitted
8 Months Ago on 21 Dec 2024
Full Accounts Submitted
1 Year 8 Months Ago on 22 Dec 2023
Confirmation Submitted
1 Year 9 Months Ago on 4 Dec 2023
Mrs Caroline Schofield Details Changed
1 Year 9 Months Ago on 24 Nov 2023
Mr Paul Graham Schofield Details Changed
1 Year 9 Months Ago on 24 Nov 2023
Mr Paul Graham Schofield (PSC) Details Changed
1 Year 10 Months Ago on 24 Oct 2023
Caroline Schofield (PSC) Appointed
1 Year 10 Months Ago on 24 Oct 2023
Confirmation Submitted
2 Years 9 Months Ago on 2 Dec 2022
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Documents
Amended total exemption full accounts made up to 31 March 2024
Submitted on 26 Mar 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 24 Dec 2024
Confirmation statement made on 2 December 2024 with updates
Submitted on 21 Dec 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 22 Dec 2023
Confirmation statement made on 2 December 2023 with updates
Submitted on 4 Dec 2023
Director's details changed for Mr Paul Graham Schofield on 24 November 2023
Submitted on 24 Nov 2023
Director's details changed for Mrs Caroline Schofield on 24 November 2023
Submitted on 24 Nov 2023
Notification of Caroline Schofield as a person with significant control on 24 October 2023
Submitted on 17 Nov 2023
Change of details for Mr Paul Graham Schofield as a person with significant control on 24 October 2023
Submitted on 17 Nov 2023
Confirmation statement made on 2 December 2022 with updates
Submitted on 2 Dec 2022
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Repayment History
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