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PB Wealth Planning Ltd

PB Wealth Planning Ltd is an active company incorporated on 17 September 2024 with the registered office located in Beverley, East Riding of Yorkshire. PB Wealth Planning Ltd was registered 1 year 3 months ago.
Status
Active
Active since incorporation
Company No
15960332
Private limited company
Age
1 year 3 months
Incorporated 17 September 2024
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 September 2025 (3 months ago)
Next confirmation dated 16 September 2026
Due by 30 September 2026 (8 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 17 Sep30 Sep 2025 (1 year)
Accounts type is Unaudited Abridged
Next accounts for period 30 September 2026
Due by 30 June 2027 (1 year 5 months remaining)
Contact
Address
6 Elm Drive
Cherry Burton
Beverley
HU17 7RJ
England
Same address since incorporation
Telephone
07971 661369
Email
Unreported
Website
Unreported
People
Officers
1
Shareholders
3
Controllers (PSC)
1
Director • Chartered Financial Planner • British • Lives in England • Born in Apr 1987
Mr Paul Edward Bowater
PSC • British • Lives in England • Born in Apr 1987
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2025–2025)
Period Ended
30 Sep 2025
For period 30 Sep30 Sep 2025
Traded for 12 months
Cash in Bank
£70.74K
Turnover
Unreported
Employees
1
Total Assets
£83.19K
Total Liabilities
-£37.26K
Net Assets
£45.92K
Debt Ratio (%)
45%
Latest Activity
Abridged Accounts Submitted
21 Days Ago on 17 Dec 2025
Confirmation Submitted
3 Months Ago on 19 Sep 2025
Incorporated
1 Year 3 Months Ago on 17 Sep 2024
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Documents
Unaudited abridged accounts made up to 30 September 2025
Submitted on 17 Dec 2025
Confirmation statement made on 16 September 2025 with no updates
Submitted on 19 Sep 2025
Incorporation
Submitted on 17 Sep 2024
Repayment History
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