| Realise Financial Planning Ltd. |
| Registered Number:11066525 |
For the year ended 30 June 2025
England and Wales
Unaudited Financial Statements
For the year ended 30 June 2025
Realise Financial Planning Ltd.
Contents Page
1
Statement of Financial Position
2 to 3
Notes to the Financial Statements
Realise Financial Planning Ltd.
Statement of Financial Position
2024
2025
| Property, plant and equipment |
12,729
10,007
2
12,729
10,007
153,247
| Cash and cash equivalents |
146,661
146,661
153,247
| Trade and other payables: amounts falling due within one |
| year |
(43,520)
(35,736)
3
109,727
110,925
Net current assets
| Total assets less current liabilities |
123,654
119,734
123,654
Net assets
119,734
100
100
123,554
119,634
123,654
119,734
Shareholders' funds
| For the year ended 30 June 2025 the company was entitled to exemption from audit under Section 477 of the Companies Act 2006 relating to small companies. |
| The members have not required the company to obtain an audit of its financial statements for the year ended 30 June 2025 in accordance with Section 476 of the Companies Act 2006 |
| The director acknowledges his responsibilities for:a) ensuring that the company keeps proper 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 Section |
| 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. |
| In accordance with Section 444 of the Companies Act 2006, the Income Statement has not been delivered. |
| The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime. |
| These financial statements were approved and authorised for issue by the Board on 16 September 2025 and were signed by: |
| The notes form part of these financial statements |
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For the year ended 30 June 2025
Realise Financial Planning Ltd.
Notes to the Financial Statements
Statutory Information
| Realise Financial Planning Ltd. is a private limited company, limited by shares, domiciled in England and Wales, |
| registration number 11066525. |
15 Bellevue Mansions
Bellvue Road
Clevedon
BS21 7NU
| The presentation currency is £ sterling. |
Basis of preparing the financial statements
| These financial statements have been prepared in accordance with the provisions of Section 1A of Financial |
| Reporting Standard 102 ''The Financial Reporting Standard applicable in the UK and Republic of Ireland'' and the |
| Companies Act 2006. The financial statements have been prepared under the historical costs convention as |
| modified by the revaluation of certain assets. |
| 2. Property, plant and equipment |
20,114
11,059
9,055
7,297
7,297
-
9,055
18,356
27,411
| Provision for depreciation and impairment |
10,107
6,146
3,961
Charge for year
4,575
3,302
1,273
14,682
9,448
5,234
3,821
8,908
12,729
5,094
4,913
10,007
| 3. Trade and other payables: amounts falling due within one year |
2024
2025
| Taxation and social security |
33,619
41,904
2,117
1,616
35,736
43,520
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For the year ended 30 June 2025
Realise Financial Planning Ltd.
Notes to the Financial Statements Continued
| 4. Average number of persons employed |
During the year the average number of employees was 3 (2024 : 2)
3 of 3