for the Period Ended 31 March 2025
| Company Information - 3 | |
| Report of the Directors - 4 | |
| Profit and Loss Account - 5 | |
| Balance sheet - 6 | |
| Footnotes to the Balance Sheet - 8 |
for the Period Ended 31 March 2025
| Director: |
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| Registered office: |
England |
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| Company Registration Number: |
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The directors present their report with the financial statements of the company for the period ended 31 March 2025
Principal Activities
Political and charitable donations
Company policy on the employment of disabled persons
Additional information
In May 2024, I moved the IFA business from my directly authorised company to the 2plan national network, this caused a one off delay of 4 months to August 2024 of being able to write new business and reduction in turnover whilst the Novation completed with all the product providers , increased overheads in purchasing new licences from FE Analytics, rental of an office and increased postage and stationary costs. However, the long term benefit is an overall reduction in costs per year of 16.50% which will start to be shown and recorded in subsequent years accounts and turnover. With this known change and subsequent reduction in income, I used my Pension Tax Free Cash and encashed 2 pensions to help with expenses. The income tax on these is recorded on my Self Assessment Return of 01 2026.
Directors
The directors shown below have held office during the whole of the period from 01 April 2024 to 31 March 2025
This report was approved by the board of directors on
And Signed On Behalf Of The Board By:
Name:
Status: Director
for the Period Ended 31 March 2025
2025 £ |
2024 £ |
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| Turnover |
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| Staff Costs |
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| Other charges |
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| Profit or (Loss) for Period |
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As at
2025 £ |
2024 £ |
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| Fixed Assets: |
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| Current assets: |
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| Net current assets (liabilities): |
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| Total assets less current liabilities: |
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| Total net assets (liabilities): |
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| Capital and reserves: |
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This report was approved by the board of directors on
And Signed On Behalf Of The Board By:
Name:
Status: Director
The notes form part of these financial statements
for the Period Ended 31 March 2025
for the Period Ended 31 March 2025