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REGISTERED NUMBER: 11282844 (England and Wales)
























UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

FOR

HARWOOD FINANCIAL PLANNING LIMITED

HARWOOD FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 11282844)






CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025




Page

Company Information 1

Abridged Balance Sheet 2

Notes to the Financial Statements 4


HARWOOD FINANCIAL PLANNING LIMITED

COMPANY INFORMATION
FOR THE YEAR ENDED 31 MARCH 2025







DIRECTOR: Mr R J Woodhouse



REGISTERED OFFICE: 3-4 Daltongate Business Centre
Daltongate
Ulverston
Cumbria
LA12 7AJ



REGISTERED NUMBER: 11282844 (England and Wales)



BANKERS: Santander UK plc
Customer Service Centre
Bootle
Merseyside
L30 4GB

HARWOOD FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 11282844)

ABRIDGED BALANCE SHEET
31 MARCH 2025

31.3.25 31.3.24
Notes £    £    £   
FIXED ASSETS
Intangible assets 4 15,124 19,644
Tangible assets 5 4,909 1,323
Investments 6 96,104 -
116,137 20,967

CURRENT ASSETS
Debtors 28,501 18,813
Cash at bank 102,770 128,010
131,271 146,823
CREDITORS
Amounts falling due within one year 67,538 40,604
NET CURRENT ASSETS 63,733 106,219
TOTAL ASSETS LESS CURRENT
LIABILITIES

179,870

127,186

CREDITORS
Amounts falling due after more than one
year

(2,943

)

(3,400

)

PROVISIONS FOR LIABILITIES (3,500 ) -
NET ASSETS 173,427 123,786

CAPITAL AND RESERVES
Called up share capital 7 5,000 5,000
Retained earnings 168,427 118,786
SHAREHOLDERS' FUNDS 173,427 123,786

The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The director acknowledges his responsibilities for:
(a)ensuring that the company keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006 and
(b)preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of each financial year and of its profit or loss for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the company.

HARWOOD FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 11282844)

ABRIDGED BALANCE SHEET - continued
31 MARCH 2025


The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

All the members have consented to the preparation of an abridged Balance Sheet for the year ended 31 March 2025 in accordance with Section 444(2A) of the Companies Act 2006.

In accordance with Section 444 of the Companies Act 2006, the Profit and Loss Account has not been delivered.

The financial statements were approved by the director and authorised for issue on 17 April 2025 and were signed by:





Mr R J Woodhouse - Director


HARWOOD FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 11282844)

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

1. STATUTORY INFORMATION

Harwood Financial Planning Limited is a private company, limited by shares , registered in England and Wales. The company's registered number and registered office address can be found on the Company Information page.

The presentation currency of the financial statements is the Pound Sterling (£).


2. ACCOUNTING POLICIES

Basis of preparing the financial statements
These financial statements have been prepared in accordance with Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" including the provisions of Section 1A "Small Entities" and the Companies Act 2006. The financial statements have been prepared under the historical cost convention as modified by the revaluation of certain assets.

Turnover
Turnover represents net invoiced sales of services, excluding VAT.

Goodwill
Goodwill, being the amount paid in connection with the acquisition of a book of customers in 2018, is being amortised evenly over its estimated useful life of 10 years.

Goodwill is initially measured at cost. After initial recognition, goodwill is measured at cost less any accumulated amortisation and any accumulated impairment losses.

Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
Fixtures and fittings - 20% on cost
Computer equipment - 33% on cost

Pension costs and other post-retirement benefits
The company operates a defined contribution pension scheme. Contributions payable to the company's pension scheme are charged to profit or loss in the period to which they relate.

3. EMPLOYEES AND DIRECTORS

The average number of employees during the year was 5 (2024 - 5 ) .

4. INTANGIBLE FIXED ASSETS
Totals
£   
COST
At 1 April 2024
and 31 March 2025 35,206
AMORTISATION
At 1 April 2024 15,562
Amortisation for year 4,520
At 31 March 2025 20,082
NET BOOK VALUE

At 31 March 2025 15,124
At 31 March 2024 19,644

HARWOOD FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 11282844)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2025

5. TANGIBLE FIXED ASSETS
Totals
£   
COST
At 1 April 2024 4,712
Additions 6,454
At 31 March 2025 11,166
DEPRECIATION
At 1 April 2024 3,389
Charge for year 2,868
At 31 March 2025 6,257
NET BOOK VALUE
At 31 March 2025 4,909
At 31 March 2024 1,323

6. FIXED ASSET INVESTMENTS

Information on investments other than loans is as follows:
Totals
£   
COST OR VALUATION
Additions 99,389
Revaluations (3,285 )
At 31 March 2025 96,104
NET BOOK VALUE
At 31 March 2025 96,104

Cost or valuation at 31 March 2025 is represented by:
Totals
£   
Valuation in 2025 96,104

7. CALLED UP SHARE CAPITAL

Allotted, issued and fully paid:
Number: Class: Nominal 31.3.25 31.3.24
value: £    £   
5,000 Ordinary £1 5,000 5,000

8. DIRECTOR'S ADVANCES, CREDITS AND GUARANTEES

As at 31 March 2025 the director had advanced the company £20,801 (2024: £17,788) and was charged £3,000 (2024 : £3,000) interest on the loan which is unsecured and repayable on demand.

9. ULTIMATE CONTROLLING PARTY

The controlling party is Mr R J Woodhouse.