Planwise Financial Services Ltd SC352778 false 2023-01-01 2023-12-31 2023-12-31 The principal activity of the company is provision of financial services advice Digita Accounts Production Advanced 6.30.9574.0 true SC352778 2023-01-01 2023-12-31 SC352778 2023-12-31 SC352778 core:CurrentFinancialInstruments core:WithinOneYear 2023-12-31 SC352778 bus:Micro-entities 2023-01-01 2023-12-31 SC352778 bus:AuditExemptWithAccountantsReport 2023-01-01 2023-12-31 SC352778 bus:FullAccounts 2023-01-01 2023-12-31 SC352778 bus:SmallCompaniesRegimeForAccounts 2023-01-01 2023-12-31 SC352778 bus:RegisteredOffice 2023-01-01 2023-12-31 SC352778 bus:Director1 2023-01-01 2023-12-31 SC352778 bus:PrivateLimitedCompanyLtd 2023-01-01 2023-12-31 SC352778 countries:Scotland 2023-01-01 2023-12-31 SC352778 2022-01-01 2022-12-31 SC352778 2022-12-31 SC352778 core:CurrentFinancialInstruments core:WithinOneYear 2022-12-31 iso4217:GBP xbrli:pure

Registration number: SC352778

Planwise Financial Services Ltd

Unaudited Filleted Financial Statements

for the Year Ended 31 December 2023

 

Planwise Financial Services Ltd

Contents

Company Information

1

Balance Sheet

2 to 3

Notes to the Unaudited Financial Statements

2

 

Planwise Financial Services Ltd

Company Information

Director

Mrs Lesley Sokell

Registered office

41 Norton Place
Dunfermline
KY11 4RQ

 

Planwise Financial Services Ltd

(Registration number: SC352778)
Balance Sheet as at 31 December 2023

2023
£

2022
£

Current assets

6,586

1,081

Prepayments and accrued income

-

8,392

Creditors: Amounts falling due within one year

(4,545)

(6,360)

Total assets less current liabilities

2,041

3,113

Accruals and deferred income

(432)

-

 

1,609

3,113

Capital and reserves

1,609

3,113

1

General information

The company is a private company limited by share capital, incorporated in Scotland.

The address of its registered office is:
41 Norton Place
Dunfermline
KY11 4RQ

These financial statements were authorised for issue by the director on 25 September 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 the director) during the year, was 1 (2022 - 1).

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.

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 her responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

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.

These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the director has not delivered to the registrar a copy of the Profit and Loss Account.

 

Planwise Financial Services Ltd

(Registration number: SC352778)
Balance Sheet as at 31 December 2023

Approved and authorised by the director on 25 September 2024
 

.........................................
Mrs Lesley Sokell
Director