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REGISTERED NUMBER: 03089974 (England and Wales)















FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

FOR

TEMPLAR FINANCIAL PLANNING LIMITED

TEMPLAR FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 03089974)

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










Page

Company Information 1

Balance Sheet 2

Notes to the Financial Statements 4


TEMPLAR FINANCIAL PLANNING LIMITED

COMPANY INFORMATION
FOR THE YEAR ENDED 31 MARCH 2025







DIRECTORS: Mr A Leslie
Mr P Denbigh





SECRETARY: Mr P Denbigh





REGISTERED OFFICE: 55 Loudoun Road
St. John's Wood
London
NW8 0DL





REGISTERED NUMBER: 03089974 (England and Wales)





ACCOUNTANTS: MGR Weston Kay LLP
Chartered Accountants
55 Loudoun Road
St John's Wood
London
NW8 0DL

TEMPLAR FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 03089974)

BALANCE SHEET
31 MARCH 2025

31.3.25 31.3.24
Notes £    £   
FIXED ASSETS
Tangible assets 4 6,219 4,565

CURRENT ASSETS
Debtors 5 229,398 269,311
Cash at bank and in hand 60,544 54,281
289,942 323,592
CREDITORS
Amounts falling due within one year 6 (222,853 ) (180,179 )
NET CURRENT ASSETS 67,089 143,413
TOTAL ASSETS LESS CURRENT LIABILITIES 73,308 147,978

CREDITORS
Amounts falling due after more than one
year

7

(2,500

)

(12,500

)

PROVISIONS FOR LIABILITIES 9 (200 ) (200 )
NET ASSETS 70,608 135,278

CAPITAL AND RESERVES
Called up share capital 10 5,002 5,002
Retained earnings 65,606 130,276
SHAREHOLDERS' FUNDS 70,608 135,278

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 directors acknowledge their 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.

TEMPLAR FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 03089974)

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.

In accordance with Section 444 of the Companies Act 2006, the Income Statement has not been delivered.

The financial statements were approved by the Board of Directors and authorised for issue on 31 December 2025 and were signed on its behalf by:





Mr A Leslie - Director


TEMPLAR FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 03089974)

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


1. STATUTORY INFORMATION

Templar 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.

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.

Turnover
Turnover represents commission, fees receivable and advisory fees. Income is recognised in respect of all policies as soon as they are placed on risk less a provision for foreseeable clawbacks, whilst renewal commission is recognised on a cash receipt basis. Advisory fees are recognised when services are rendered.

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 - 25% on reducing balance
Computer equipment - 33% on reducing balance

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is credited or charged to profit or loss.

Impairment of fixed assets
At each reporting period end date, the company reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any). Where it is not possible to estimate the recoverable amount of an individual asset, the company estimates the recoverable amount of the cash-generating unit to which the asset belongs.

Taxation
The tax expense represents the sum of the tax currently payable.

Current tax
The tax currently payable is based on taxable profit for the year. Taxable profit differs from net profit as reported in the profit and loss account because it excludes items of income or expense that are taxable or deductible in other years and it further excludes items that are never taxable or deductible. The company’s liability for current tax is calculated using tax rates that have been enacted or substantively enacted by the reporting end date.

3. EMPLOYEES AND DIRECTORS

The average number of employees during the year was 11 (2024 - 4 ) .

TEMPLAR FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 03089974)

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


4. TANGIBLE FIXED ASSETS
Fixtures
and Computer
fittings equipment Totals
£    £    £   
COST
At 1 April 2024 37,321 91,129 128,450
Additions 3,169 1,162 4,331
At 31 March 2025 40,490 92,291 132,781
DEPRECIATION
At 1 April 2024 37,028 86,857 123,885
Charge for year 865 1,812 2,677
At 31 March 2025 37,893 88,669 126,562
NET BOOK VALUE
At 31 March 2025 2,597 3,622 6,219
At 31 March 2024 293 4,272 4,565

5. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.25 31.3.24
£    £   
Trade debtors 43,796 83,352
Amounts owed by group undertakings 157,138 165,949
Other debtors 28,464 20,010
229,398 269,311

6. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.25 31.3.24
£    £   
Bank loans and overdrafts (see note 8) 10,000 10,000
Trade creditors 43,809 12,583
Amounts owed to group undertakings 41,709 95,899
Taxation and social security 127,326 58,564
Other creditors 9 3,133
222,853 180,179

7. CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR
31.3.25 31.3.24
£    £   
Bank loans (see note 8) 2,500 12,500

TEMPLAR FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 03089974)

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


8. LOANS

An analysis of the maturity of loans is given below:

31.3.25 31.3.24
£    £   
Amounts falling due within one year or on demand:
Bank loans 10,000 10,000

Amounts falling due between one and two years:
Bank loans - 1-2 years 2,500 12,500

9. PROVISIONS FOR LIABILITIES
31.3.25 31.3.24
£    £   
Deferred tax 200 200

Deferred
tax
£   
Balance at 1 April 2024 200
Balance at 31 March 2025 200

10. CALLED UP SHARE CAPITAL

Allotted, issued and fully paid:
Number: Class: Nominal 31.3.25 31.3.24
value: £    £   
5,002 Ordinary £1 5,002 5,002