Swift & Brining Financial Planning Limited 09203784 false 2023-01-01 2023-12-31 2023-12-31 The principal activity of the company is Financial Advisers Digita Accounts Production Advanced 6.30.9574.0 true 09203784 2023-01-01 2023-12-31 09203784 2023-12-31 09203784 bus:Director1 1 2023-12-31 09203784 bus:Director2 1 2023-12-31 09203784 core:CurrentFinancialInstruments core:WithinOneYear 2023-12-31 09203784 bus:Micro-entities 2023-01-01 2023-12-31 09203784 bus:AuditExemptWithAccountantsReport 2023-01-01 2023-12-31 09203784 bus:FullAccounts 2023-01-01 2023-12-31 09203784 bus:SmallCompaniesRegimeForAccounts 2023-01-01 2023-12-31 09203784 bus:RegisteredOffice 2023-01-01 2023-12-31 09203784 bus:Director1 2023-01-01 2023-12-31 09203784 bus:Director1 1 2023-01-01 2023-12-31 09203784 bus:Director2 2023-01-01 2023-12-31 09203784 bus:Director2 1 2023-01-01 2023-12-31 09203784 bus:PrivateLimitedCompanyLtd 2023-01-01 2023-12-31 09203784 bus:Agent1 2023-01-01 2023-12-31 09203784 countries:EnglandWales 2023-01-01 2023-12-31 09203784 bus:Director1 1 2022-12-31 09203784 bus:Director2 1 2022-12-31 09203784 2022-01-01 2022-12-31 09203784 2022-12-31 09203784 bus:Director1 1 2022-12-31 09203784 bus:Director2 1 2022-12-31 09203784 core:CurrentFinancialInstruments core:WithinOneYear 2022-12-31 09203784 bus:Director1 1 2022-01-01 2022-12-31 09203784 bus:Director2 1 2022-01-01 2022-12-31 09203784 bus:Director1 1 2021-12-31 09203784 bus:Director2 1 2021-12-31 iso4217:GBP xbrli:pure

Registration number: 09203784

Swift & Brining Financial Planning Limited

Annual Report and Unaudited Financial Statements

for the Year Ended 31 December 2023

 

Chartered Certified Accountants' Report to the Board of Directors on the Preparation of the Unaudited Statutory Accounts of
Swift & Brining Financial Planning Limited
for the Year Ended 31 December 2023

In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the accounts of Swift & Brining Financial Planning Limited for the year ended 31 December 2023 as set out on pages 2 to 4 from the company's accounting records and from information and explanations you have given us.

As a practising member firm of the Association of Chartered Certified Accountants, we are subject to its ethical and other professional requirements which are detailed at http://rulebook.accaglobal.com

This report is made solely to the Board of Directors of Swift & Brining Financial Planning Limited, as a body, in accordance with the terms of our engagement. Our work has been undertaken solely to prepare for your approval the accounts of Swift & Brining Financial Planning Limited and state those matters that we have agreed to state to the Board of Directors of Swift & Brining Financial Planning Limited as a body, in this report in accordance with the requirements of the Association of Chartered Certified Accountants as detailed at http://www.accaglobal.com/factsheet163.doc. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Swift & Brining Financial Planning Limited and its Board of Directors as a body for our work or for this report.

It is your duty to ensure that Swift & Brining Financial Planning Limited has kept adequate accounting records and to prepare statutory accounts that give a true and fair view of the assets, liabilities, financial position and profit of Swift & Brining Financial Planning Limited. You consider that Swift & Brining Financial Planning Limited is exempt from the statutory audit requirement for the year.

We have not been instructed to carry out an audit or a review of the accounts of Swift & Brining Financial Planning Limited. For this reason, we have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the statutory accounts.

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

Graham Sunley & Co Limited
Chartered Certified Accountants
52 Front Street
Acomb
York
YO24 3BX

9 April 2024

 

Swift & Brining Financial Planning Limited

(Registration number: 09203784)
Balance Sheet as at 31 December 2023

2023
£

2022
£

Fixed assets

656

-

Current assets

29,388

30,954

Creditors: Amounts falling due within one year

(9,969)

(12,606)

Net current assets

19,419

18,348

Total assets less current liabilities

20,075

18,348

Accruals and deferred income

(1,152)

(965)

 

18,923

17,383

Capital and reserves

18,923

17,383

1

General information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
9 Seven Wells
Amotherby
Malton
York
YO17 6TT

These financial statements were authorised for issue by the Board on 9 April 2024.

Basis of preparation

The financial statements have been prepared under the historical cost convention and in accordance with FRS 105 'The Financial Reporting Standard applicable to the Micro-entities Regime'.

2

Staff numbers

The average number of persons employed by the company (including directors) during the year, was 2 (2022 - 2).

 

Swift & Brining Financial Planning Limited

(Registration number: 09203784)
Balance Sheet as at 31 December 2023

3

Related party transactions

Transactions with directors

2022

At 1 January 2022
£

Advances to director
£

Repayments by director
£

At 31 December 2022
£

Mr Mark Stewart Swift

Transactions

-

(9)

5

(4)

         
       

Mr Steven Craig Brining

Transactions

(70)

-

70

-

         
       

 

2023

At 1 January 2023
£

Advances to director
£

Repayments by director
£

At 31 December 2023
£

Mr Mark Stewart Swift

Transactions

(4)

-

4

-

         
       

Mr Steven Craig Brining

Transactions

-

(30)

-

(30)

         
       

 

For the financial year ending 31 December 2023 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' 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 directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

 

Swift & Brining Financial Planning Limited

(Registration number: 09203784)
Balance Sheet as at 31 December 2023

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.

Approved and authorised by the Board on 9 April 2024 and signed on its behalf by:
 

.........................................
Mr Mark Stewart Swift
Director

.........................................
Mr Steven Craig Brining
Director