CSM WEALTH PLANNING LIMITED

Company Registration Number:
07659758 (England and Wales)

Unaudited abridged accounts for the year ended 30 June 2024

Period of accounts

Start date: 01 July 2023

End date: 30 June 2024

CSM WEALTH PLANNING LIMITED

Contents of the Financial Statements

for the Period Ended 30 June 2024

Company Information - 3
Balance sheet - 4
Additional notes - 6

CSM WEALTH PLANNING LIMITED

Company Information

for the Period Ended 30 June 2024




Director: Colin Mitchell
Registered office: 17
Mead Park
Bickington
Barnstaple
England
EX31 2PF
Company Registration Number: 07659758 (England and Wales)

CSM WEALTH PLANNING LIMITED

Balance sheet

As at 30 June 2024


Notes

2024
£

2023
£
Fixed assets
Tangible assets: 1,626
Total fixed assets: 1,626
Current assets
Debtors: 1,854
Cash at bank and in hand: 10,996
Total current assets: 12,850
Creditors: amounts falling due within one year: ( 3,729 ) ( 1,192 )
Net current assets (liabilities): ( 3,729 ) 11,658
Total assets less current liabilities: ( 3,729 ) 13,284
Total net assets (liabilities): ( 3,729 ) 13,284

The notes form part of these financial statements

CSM WEALTH PLANNING LIMITED

Balance sheet continued

As at 30 June 2024


Notes

2024
£

2023
£
Capital and reserves
Called up share capital: 1 1
Profit and loss account: ( 3,730 ) 13,283
Shareholders funds: ( 3,729 ) 13,284

For the year ending 30 June 2024 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

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

The members have agreed to the preparation of abridged accounts for this accounting period in accordance with Section 444(2A).

These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

This report was approved by the board of directors on 14 January 2025
And Signed On Behalf Of The Board By:

Name: Colin Mitchell
Status: Director

The notes form part of these financial statements

CSM WEALTH PLANNING LIMITED

Notes to the Financial Statements

for the Period Ended 30 June 2024

  • 1. Accounting policies

    Basis of measurement and preparation

    These financial statements have been prepared in accordance with the provisions of Section 1A (Small Entities) of Financial Reporting Standard 102

CSM WEALTH PLANNING LIMITED

Notes to the Financial Statements

for the Period Ended 30 June 2024

  • 2. Employees


    2024

    2023
    Average number of employees during the period 1 1

CSM WEALTH PLANNING LIMITED

Notes to the Financial Statements

for the Period Ended 30 June 2024

  • 3. Off balance sheet disclosure

    No