ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Wealth Planning Limited

Wealth Planning Limited is a liquidation company incorporated on 15 December 2020 with the registered office located in Colchester, Essex. Wealth Planning Limited was registered 4 years ago.
Status
Liquidation
In voluntary liquidation since 6 months ago
Company No
13081680
Private limited company
Age
4 years
Incorporated 15 December 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 31 March 2024 (1 year 6 months ago)
Next confirmation dated 31 March 2025
Was due on 14 April 2025 (6 months ago)
Last change occurred 1 year 6 months ago
Accounts
Overdue
Accounts overdue by 205 days
For period 1 Jan31 Dec 2022 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2024
Was due on 31 March 2025 (6 months ago)
Address
Begbies Traynor, Town Wall House
Balkerne Hill
Colchester
Essex
CO3 3AD
Address changed on 9 Apr 2025 (6 months ago)
Previous address was Broadlands Business Campus Langhurst Wood Road Horsham West Sussex RH12 4QP United Kingdom
Telephone
Unreported
Email
Unreported
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Irish • Lives in England • Born in Jul 1981
Director • British • Lives in England • Born in Feb 1963
Director • Financial Controller • British • Lives in England • Born in Jun 1981
Director • British • Lives in England • Born in Mar 1965
Director • British • Lives in UK • Born in Jan 1979
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Benchmark Financial Planning Limited
Helen Louise Fitzgerald, Peter Stephen O'Sullivan, and 2 more are mutual people.
Active
Best Practice Ifa Group Limited
Helen Louise Fitzgerald, Craig Fitzsimons, and 1 more are mutual people.
Active
Creative Technologies Ltd
Edward Dymott, Helen Louise Fitzgerald, and 1 more are mutual people.
Active
Vercern Limited
Edward Dymott, Helen Louise Fitzgerald, and 1 more are mutual people.
Active
Fusion Wealth Limited
Helen Louise Fitzgerald, Craig Fitzsimons, and 1 more are mutual people.
Active
Kingston Bishop Limited
Edward Dymott, Helen Louise Fitzgerald, and 1 more are mutual people.
Active
Evolution Wealth Network Limited
Helen Louise Fitzgerald, Craig Fitzsimons, and 1 more are mutual people.
Active
Unique Financial Planning Limited
Edward Dymott, Helen Louise Fitzgerald, and 1 more are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2021–2022)
Period Ended
31 Dec 2022
For period 31 Dec31 Dec 2022
Traded for 12 months
Cash in Bank
£340
Increased by £25 (+8%)
Turnover
Unreported
Same as previous period
Employees
4
Increased by 3 (+300%)
Total Assets
£10.71K
Increased by £2.01K (+23%)
Total Liabilities
-£3.12K
Decreased by £22.89K (-88%)
Net Assets
£7.6K
Increased by £24.9K (-144%)
Debt Ratio (%)
29%
Decreased by 269.64% (-90%)
Latest Activity
Registered Address Changed
6 Months Ago on 9 Apr 2025
Voluntary Liquidator Appointed
6 Months Ago on 9 Apr 2025
Declaration of Solvency
6 Months Ago on 9 Apr 2025
Peter Stephen O'sullivan Resigned
11 Months Ago on 20 Nov 2024
Craig Fitzsimons Resigned
11 Months Ago on 20 Nov 2024
Miss Helen Louise Fitzgerald Appointed
11 Months Ago on 18 Nov 2024
Mr Edward Dymott Appointed
11 Months Ago on 18 Nov 2024
Accounting Period Extended
1 Year 4 Months Ago on 12 Jun 2024
Confirmation Submitted
1 Year 6 Months Ago on 8 Apr 2024
Registered Address Changed
1 Year 8 Months Ago on 20 Feb 2024
Get Credit Report
Discover Wealth Planning Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Documents
Declaration of solvency
Submitted on 9 Apr 2025
Appointment of a voluntary liquidator
Submitted on 9 Apr 2025
Resolutions
Submitted on 9 Apr 2025
Registered office address changed from Broadlands Business Campus Langhurst Wood Road Horsham West Sussex RH12 4QP United Kingdom to Begbies Traynor, Town Wall House Balkerne Hill Colchester Essex CO3 3AD on 9 April 2025
Submitted on 9 Apr 2025
Termination of appointment of a director
Submitted on 17 Mar 2025
Appointment of Mr Edward Dymott as a director on 18 November 2024
Submitted on 25 Nov 2024
Appointment of Miss Helen Louise Fitzgerald as a director on 18 November 2024
Submitted on 25 Nov 2024
Termination of appointment of Craig Fitzsimons as a director on 20 November 2024
Submitted on 25 Nov 2024
Termination of appointment of Peter Stephen O'sullivan as a director on 20 November 2024
Submitted on 25 Nov 2024
Current accounting period extended from 31 December 2023 to 30 June 2024
Submitted on 12 Jun 2024
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year