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CFS Wealth Planning Limited

CFS Wealth Planning Limited is an active company incorporated on 16 May 2019 with the registered office located in Olney, Buckinghamshire. CFS Wealth Planning Limited was registered 6 years ago.
Status
Active
Active since incorporation
Company No
11999497
Private limited company
Age
6 years
Incorporated 16 May 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 April 2025 (6 months ago)
Next confirmation dated 16 April 2026
Due by 30 April 2026 (5 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Sep ⟶ 31 Aug 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 August 2025
Due by 31 May 2026 (6 months remaining)
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Contact Update Details
Address
15-17 Osborns Court
Olney
Buckinghamshire
MK46 4LA
United Kingdom
Same address since incorporation
Telephone
01234 714317
Email
Unreported
Website
Sjpp.co.uk
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People
Officers
3
Shareholders
4
Controllers (PSC)
3
Mr Roy Brand
Director • PSC • Wealth Manager • British • Lives in England • Born in Jan 1970
Mr Joshua Nicholas Bove
Director • PSC • Wealth Manager • British • Lives in England • Born in Jun 1990
Mr Marc Lindsay Colin Blackwell
Director • PSC • Chartered Financial Planner • British • Lives in England • Born in Oct 1969
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Shareholders, PSCs & Group Structure
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Mutual Companies
Complete Financial Services Limited
Mr Roy Brand, Mr Marc Lindsay Colin Blackwell, and 1 more are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
31 Aug 2024
For period 31 Aug ⟶ 31 Aug 2024
Traded for 12 months
Cash in Bank
£54.84K
Increased by £29.81K (+119%)
Turnover
Unreported
Same as previous period
Employees
7
Same as previous period
Total Assets
£3.63M
Decreased by £327.76K (-8%)
Total Liabilities
-£3.18M
Decreased by £388.15K (-11%)
Net Assets
£445.16K
Increased by £60.39K (+16%)
Debt Ratio (%)
88%
Decreased by 2.54% (-3%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
6 Months Ago on 16 Apr 2025
Full Accounts Submitted
8 Months Ago on 12 Feb 2025
Confirmation Submitted
1 Year 6 Months Ago on 29 Apr 2024
Full Accounts Submitted
1 Year 11 Months Ago on 29 Nov 2023
Confirmation Submitted
2 Years 5 Months Ago on 19 May 2023
Full Accounts Submitted
2 Years 11 Months Ago on 1 Dec 2022
Confirmation Submitted
3 Years Ago on 26 May 2022
Full Accounts Submitted
3 Years Ago on 4 Jan 2022
Confirmation Submitted
4 Years Ago on 14 May 2021
Full Accounts Submitted
4 Years Ago on 21 Dec 2020
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Get Credit Report
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Documents
Confirmation statement made on 16 April 2025 with no updates
Submitted on 16 Apr 2025
Total exemption full accounts made up to 31 August 2024
Submitted on 12 Feb 2025
Confirmation statement made on 29 April 2024 with no updates
Submitted on 29 Apr 2024
Total exemption full accounts made up to 31 August 2023
Submitted on 29 Nov 2023
Confirmation statement made on 14 May 2023 with no updates
Submitted on 19 May 2023
Total exemption full accounts made up to 31 August 2022
Submitted on 1 Dec 2022
Confirmation statement made on 14 May 2022 with no updates
Submitted on 26 May 2022
Total exemption full accounts made up to 31 August 2021
Submitted on 4 Jan 2022
Confirmation statement made on 14 May 2021 with no updates
Submitted on 14 May 2021
Total exemption full accounts made up to 31 August 2020
Submitted on 21 Dec 2020
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Repayment History
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