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Registration number: 06926958

Estate Financial Planning Limited


Annual Report and UNAUDITED Financial Statements


for the Year Ended 30 June 2023

 

Estate Financial Planning Limited

Contents

Company Information

1

Statement of Financial Position

2 to 3

 

Estate Financial Planning Limited

Company Information

Director

C H Jaques

Registered office




 

Barrington House
Guildford Road
Westcott
Dorking
Surrey
RH4 3NW

Accountants

Harmer Slater Limited
Chartered Accountants and Business Advisors
Salatin House
19 Cedar Road
Sutton
Surrey
SM2 5DA

 

Estate Financial Planning Limited

(Registration number: 06926958)
Statement of Financial Position as at 30 June 2023

Note

2023
£

2022
£

Fixed assets

6,162

36,593

Current assets

212,656

197,183

Payables: Amounts falling due within one year

(37,748)

(57,603)

Net current assets

 

174,908

139,580

Total assets less current liabilities

 

181,070

176,173

Accruals and deferred income

 

(31,935)

(2,961)

   

149,135

173,212

Capital and reserves

149,135

173,212

1

General information

Estate Financial Planning Limited (the 'company') is a private company limited by share capital incorporated in England and Wales under the Companies Act.

The address of its registered office is given on page 1. The nature of the company’s operations and its principal activities are set out in the directors' report on page 2.

2

Staff numbers

The average number of persons employed by the company (including the director) during the year, was 8 (2022 - 7).

These financial statements have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

 

Estate Financial Planning Limited

(Registration number: 06926958)
Statement of Financial Position as at 30 June 2023 (continued)

For the financial year ending 30 June 2023 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

The financial statements of Estate Financial Planning Limited were approved and authorised for issue by the director on 15 November 2023
 

.........................................

C H Jaques
Director