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We Are Financial Planners Limited

We Are Financial Planners Limited is a dormant company incorporated on 1 November 2019 with the registered office located in Poole, Dorset. We Are Financial Planners Limited was registered 6 years ago.
Status
Dormant
Dormant since incorporation
Company No
12293559
Private limited company
Age
6 years
Incorporated 1 November 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 31 October 2024 (1 year ago)
Next confirmation dated 31 October 2025
Due by 14 November 2025 (11 days remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Dec30 Nov 2024 (1 year)
Accounts type is Dormant
Next accounts for period 30 November 2025
Due by 31 August 2026 (10 months remaining)
Address
9 Axium Centre Dorchester Road
Lytchett Minster
Poole
Dorset
BH16 6FE
United Kingdom
Same address since incorporation
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
3
Shareholders
3
Controllers (PSC)
3
Director • PSC • Financial Adviser • British • Lives in UK • Born in Oct 1990
Director • PSC • Financial Adviser • British • Lives in UK • Born in Sep 1968
Director • PSC • Financial Adviser • British • Lives in UK • Born in Jan 1983
Shareholders, PSCs & Group Structure
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Mutual Companies
Meliorate Limited
Mr Kevin Barrie Forbes is a mutual person.
Active
Strategic Solutions Financial Services Ltd
Mr Kevin Barrie Forbes is a mutual person.
Active
Casterbridge Wealth Limited
Mr Kevin Barrie Forbes is a mutual person.
Active
Alipen Limited
Mr Jonathan Hickson is a mutual person.
Active
True Arrow Limited
Mr Paul Roberts is a mutual person.
Active
Strategic Paraplanning Limited
Mr Kevin Barrie Forbes is a mutual person.
Active
Strategic Solutions Platform Services Limited
Mr Kevin Barrie Forbes is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
30 Nov 2024
For period 30 Nov30 Nov 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£3
Same as previous period
Total Liabilities
£0
Same as previous period
Net Assets
£3
Same as previous period
Debt Ratio (%)
0%
Same as previous period
Latest Activity
Dormant Accounts Submitted
8 Months Ago on 7 Feb 2025
Confirmation Submitted
12 Months Ago on 4 Nov 2024
Dormant Accounts Submitted
1 Year 8 Months Ago on 26 Feb 2024
Confirmation Submitted
1 Year 11 Months Ago on 13 Nov 2023
Dormant Accounts Submitted
2 Years 5 Months Ago on 2 Jun 2023
Confirmation Submitted
3 Years Ago on 3 Nov 2022
Dormant Accounts Submitted
3 Years Ago on 20 May 2022
Mr Jonathan Hickson Details Changed
3 Years Ago on 7 Dec 2021
Mr Jonathan Hickson Details Changed
3 Years Ago on 7 Dec 2021
Mr Jonathan Hickson Details Changed
3 Years Ago on 7 Dec 2021
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Documents
Accounts for a dormant company made up to 30 November 2024
Submitted on 7 Feb 2025
Confirmation statement made on 31 October 2024 with no updates
Submitted on 4 Nov 2024
Accounts for a dormant company made up to 30 November 2023
Submitted on 26 Feb 2024
Confirmation statement made on 31 October 2023 with no updates
Submitted on 13 Nov 2023
Accounts for a dormant company made up to 30 November 2022
Submitted on 2 Jun 2023
Confirmation statement made on 31 October 2022 with no updates
Submitted on 3 Nov 2022
Accounts for a dormant company made up to 30 November 2021
Submitted on 20 May 2022
Director's details changed for Mr Jonathan Hickson on 7 December 2021
Submitted on 17 Dec 2021
Director's details changed for Mr Jonathan Hickson on 7 December 2021
Submitted on 16 Dec 2021
Director's details changed for Mr Jonathan Hickson on 7 December 2021
Submitted on 16 Dec 2021
Repayment History
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