PlanIt Future Financial Ltd 13199198 false 2023-08-01 2024-07-31 2024-07-31 The principal activity of the company is independent financial services Digita Accounts Production Advanced 6.30.9574.0 true 13199198 2023-08-01 2024-07-31 13199198 2024-07-31 13199198 core:CurrentFinancialInstruments core:WithinOneYear 2024-07-31 13199198 core:Non-currentFinancialInstruments core:AfterOneYear 2024-07-31 13199198 bus:Micro-entities 2023-08-01 2024-07-31 13199198 bus:AuditExemptWithAccountantsReport 2023-08-01 2024-07-31 13199198 bus:FilletedAccounts 2023-08-01 2024-07-31 13199198 bus:SmallCompaniesRegimeForAccounts 2023-08-01 2024-07-31 13199198 bus:RegisteredOffice 2023-08-01 2024-07-31 13199198 bus:Director1 2023-08-01 2024-07-31 13199198 bus:PrivateLimitedCompanyLtd 2023-08-01 2024-07-31 13199198 bus:Agent1 2023-08-01 2024-07-31 13199198 countries:England 2023-08-01 2024-07-31 13199198 2022-08-01 2023-07-31 13199198 2023-07-31 13199198 core:CurrentFinancialInstruments core:WithinOneYear 2023-07-31 13199198 core:Non-currentFinancialInstruments core:AfterOneYear 2023-07-31 iso4217:GBP xbrli:pure

Registration number: 13199198

PlanIt Future Financial Ltd

Unaudited Filleted Financial Statements

for the Year Ended 31 July 2024

 

PlanIt Future Financial Ltd

Contents

Company Information

1

Accountants' Report

2

Balance Sheet

3 to 4

Notes to the Unaudited Financial Statements

3

 

PlanIt Future Financial Ltd

Company Information

Director

Mrs R Gogh

Registered office

Chapter House
Martock Road
Long Sutton
Somerset
TA10 9JS

Accountants

Gilbie Roberts Limited
Chartered Certified Accountants
1 Church Terrace
Yeovil
Somerset
BA20 1HX

 

Chartered Certified Accountants' Report to the Director on the Preparation of the Unaudited Statutory Accounts of
PlanIt Future Financial Ltd
for the Year Ended 31 July 2024

In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the accounts of PlanIt Future Financial Ltd for the year ended 31 July 2024 as set out on pages 3 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 https://www.accaglobal.com/gb/en/member/standards/rules-and-standards/rulebook.html.

This report is made solely to the Board of Directors of PlanIt Future Financial Ltd, as a body, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the accounts of PlanIt Future Financial Ltd and state those matters that we have agreed to state to the Board of Directors of PlanIt Future Financial Ltd, 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/gb/en/technical-activities/technical-resources-search/2009/
october/factsheet-163-audit-exempt-companies.html. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than PlanIt Future Financial Ltd and its Board of Directors as a body for our work or for this report.

It is your duty to ensure that PlanIt Future Financial Ltd 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 PlanIt Future Financial Ltd. You consider that PlanIt Future Financial Ltd 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 PlanIt Future Financial Ltd. 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.

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

Gilbie Roberts Limited
Chartered Certified Accountants
1 Church Terrace
Yeovil
Somerset
BA20 1HX

7 October 2024

 

PlanIt Future Financial Ltd

(Registration number: 13199198)
Balance Sheet as at 31 July 2024

2024
£

2023
£

Fixed assets

165,121

187,652

Current assets

136,905

78,792

Creditors: Amounts falling due within one year

(196,176)

(198,642)

Net current liabilities

(59,271)

(119,850)

Total assets less current liabilities

105,850

67,802

Creditors: Amounts falling due after more than one year

(25,520)

(36,080)

Accruals and deferred income

(974)

(900)

 

79,356

30,822

Capital and reserves

79,356

30,822

1

General information

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

The address of its registered office is:
Chapter House
Martock Road
Long Sutton
Somerset
TA10 9JS

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 (2023 - 1).

3

Financial commitments, guarantees and contingencies

Amounts disclosed in the balance sheet

Included in the balance sheet are financial commitments of £36,080 (2023 - £46,640).

For the financial year ending 31 July 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

 

PlanIt Future Financial Ltd

(Registration number: 13199198)
Balance Sheet as at 31 July 2024

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.

Approved and authorised by the director on 4 October 2024
 

.........................................
Mrs R Gogh
Director