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Ithaca Financial Planning Limited

Ithaca Financial Planning Limited is an active company incorporated on 1 April 2021 with the registered office located in Blackpool, Lancashire. Ithaca Financial Planning Limited was registered 4 years ago.
Status
Active
Active since incorporation
Company No
13309525
Private limited company
Age
4 years
Incorporated 1 April 2021
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 September 2025 (1 month ago)
Next confirmation dated 16 September 2026
Due by 30 September 2026 (11 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
Ground Floor, Seneca House Links Point
Amy Johnson Way
Blackpool
Lancashire
FY4 2FF
England
Address changed on 14 Jan 2022 (3 years ago)
Previous address was 509 Liverpool Road Ainsdale Southport PR8 3BL United Kingdom
Telephone
0161 8349480
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • British • Lives in England • Born in Jun 1979
Director • British • Lives in England • Born in Apr 1972
Mr Adam John Timothy Vickers
PSC • British • Lives in England • Born in Jun 1979
Mrs Rachael Joanna Sarah Vickers
PSC • British • Lives in UK • Born in Mar 1992
Shareholders, PSCs & Group Structure
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Mutual Companies
Custodian Financial Management Limited
Stephen Thomas Moy and Adam John Timothy Vickers are mutual people.
Active
Ithaca Wealth Management Group Limited
Stephen Thomas Moy and Adam John Timothy Vickers are mutual people.
Active
Oath Wealth Consultants Limited
Stephen Thomas Moy is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2022–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£36.68K
Decreased by £106.77K (-74%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£1.42M
Decreased by £1.34M (-49%)
Total Liabilities
-£1.29M
Decreased by £1.34M (-51%)
Net Assets
£126.35K
Increased by £2.03K (+2%)
Debt Ratio (%)
91%
Decreased by 4.41% (-5%)
Latest Activity
Confirmation Submitted
1 Month Ago on 16 Sep 2025
Rachael Joanna Sarah Vickers (PSC) Appointed
3 Months Ago on 24 Jul 2025
Mr Adam John Timothy Vickers (PSC) Details Changed
3 Months Ago on 24 Jul 2025
Full Accounts Submitted
3 Months Ago on 17 Jul 2025
Confirmation Submitted
4 Months Ago on 18 Jun 2025
Mr Adam John Timothy Vickers (PSC) Details Changed
11 Months Ago on 19 Nov 2024
Stephen Thomas Moy (PSC) Resigned
11 Months Ago on 19 Nov 2024
Stephen Thomas Moy Resigned
1 Year Ago on 31 Oct 2024
Full Accounts Submitted
1 Year 1 Month Ago on 30 Sep 2024
Mr Adam John Timothy Vickers Details Changed
1 Year 2 Months Ago on 14 Aug 2024
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Documents
Notification of Rachael Joanna Sarah Vickers as a person with significant control on 24 July 2025
Submitted on 16 Sep 2025
Confirmation statement made on 16 September 2025 with updates
Submitted on 16 Sep 2025
Change of details for Mr Adam John Timothy Vickers as a person with significant control on 24 July 2025
Submitted on 15 Sep 2025
Resolutions
Submitted on 6 Aug 2025
Resolutions
Submitted on 6 Aug 2025
Change of share class name or designation
Submitted on 6 Aug 2025
Particulars of variation of rights attached to shares
Submitted on 6 Aug 2025
Memorandum and Articles of Association
Submitted on 6 Aug 2025
Total exemption full accounts made up to 31 December 2024
Submitted on 17 Jul 2025
Confirmation statement made on 2 June 2025 with updates
Submitted on 18 Jun 2025
Repayment History
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