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Registration number: 08900647

Dorey Financial Planning Limited

Annual Report and Unaudited Financial Statements

Pages for filing with the Registrar

for the Year Ended 31 March 2024

 

Dorey Financial Planning Limited

Contents

Company Information

1

Accountants' Report

2

Balance Sheet

3 to 4

Notes to the Unaudited Financial Statements

3

 

Dorey Financial Planning Limited

Company Information

Directors

Mr M T Dorey

Mrs C S Dorey

Registered office

Unit 14, Riduna Park
Station Road
Melton
Woodbridge
Suffolk
IP12 1QT

Accountants

Oxlade & Bond Limited
Chartered Certified Accountants
Unit 14, Riduna Park
Station Road
Melton
Woodbridge
Suffolk
IP12 1QT

 

Chartered Certified Accountants' Report to the Board of Directors on the Preparation of the Unaudited Statutory Accounts of
Dorey Financial Planning Limited
for the Year Ended 31 March 2024

In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the accounts of Dorey Financial Planning Limited for the year ended 31 March 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
http://www.accaglobal.com/gb/en/member/professional-standards/rules-standards/acca-rulebook.html.

This report is made solely to the Board of Directors of Dorey Financial Planning Limited, as a body, in accordance with the terms of our engagement letter dated 11 November 2024. Our work has been undertaken solely to prepare for your approval the accounts of Dorey Financial Planning Limited and state those matters that we have agreed to state to the Board of Directors of Dorey 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/content/dam/ACCA_Global/Technical/fact/technical-factsheet-163.pdf. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Dorey 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 Dorey 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 Dorey Financial Planning Limited. You consider that Dorey 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 Dorey 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.

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

Oxlade & Bond Limited
Chartered Certified Accountants
Unit 14, Riduna Park
Station Road
Melton
Woodbridge
Suffolk
IP12 1QT

11 November 2024

 

Dorey Financial Planning Limited

(Registration number: 08900647)
Balance Sheet as at 31 March 2024

2024
£

2023
£

Fixed assets

19,010

25,191

Current assets

295,699

246,509

Creditors: Amounts falling due within one year

(30,961)

(26,435)

Net current assets

264,738

220,074

 

283,748

245,265

Capital and reserves

283,748

245,265

1

General information

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

The principal activity of the company is that of the provision of financial planning services and advice.

The address of its registered office is:
Unit 14, Riduna Park
Station Road
Melton
Woodbridge
Suffolk
IP12 1QT
United Kingdom

The principal place of business is:
50 High Street
Ufford
Woodbridge
Suffolk
IP13 6EQ
England

These financial statements were authorised for issue by the Board on 11 November 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'.

 

Dorey Financial Planning Limited

(Registration number: 08900647)
Balance Sheet as at 31 March 2024

2

Staff numbers

The average number of persons employed by the company (including directors) during the year, was 2 (2023 - 2).

For the financial year ending 31 March 2024 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.

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 directors have not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the Board on 11 November 2024 and signed on its behalf by:
 

.........................................
Mr M T Dorey
Director