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Company registration number: 08113045
Potts Financial Planning Limited
Unaudited filleted financial statements
30 June 2025
Potts Financial Planning Limited
Contents
Directors and other information
Accountants report
Statement of financial position and notes to the financial statements
Potts Financial Planning Limited
Directors and other information
Directors Mr J Potts
Mrs E Potts
Company number 08113045
Registered office 38 Parklands View
Aston
Sheffield
South Yorkshire
S26 2GW
Business address 38 Parklands View
Aston
Sheffield
South Yorkshire
S26 2GW
Accountants Henry Bramall & Co Limited
Unit 8 Acorn Business Park
Woodseats Close
Sheffield
S8 0TB
Bankers HSBC
Montgomery Road
Wath upon Dearne
Rotherham
S63 7QW
Potts Financial Planning Limited
Report to the board of directors on the preparation of the
unaudited statutory financial statements of Potts Financial Planning Limited
Year ended 30 June 2025
In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the financial statements of Potts Financial Planning Limited for the year ended 30 June 2025 which comprise the statement of financial position and related notes from the company's accounting records and from information and explanations you have given us.
As a practising member firm of the Association of Chartered Certified Accountants , we are subject to its ethical and other professional requirements which are detailed at http://www.accaglobal.com/en/member/ professional-standards/ rules-standards/acca-rulebook.html.
This report is made solely to the board of directors of Potts Financial Planning Limited, as a body, in accordance with the terms of our engagement letter dated 1 July 2022. Our work has been undertaken solely to prepare for your approval the financial statements of Potts Financial Planning Limited and state those matters that we have agreed to state to the board of directors of Potts Financial Planning Limited as a body, in this report in accordance with the requirements of the Association of Chartered Certified Accountants as detailed at https://www.accaglobal.com/content/dam/ACCA_Global/Technical/fact/tf-163-jan-24.pdf. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Potts Financial Planning Limited and its board of directors as a body for our work or for this report.
It is your duty to ensure that Potts Financial Planning Limited has kept adequate accounting records and to prepare statutory financial statements that give a true and fair view of the assets, liabilities, financial position and profit of Potts Financial Planning Limited. You consider that Potts Financial Planning Limited is exempt from the statutory audit requirement for the year.
We have not been instructed to carry out an audit or a review of the financial statements of Potts Financial Planning Limited. For this reason, we have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the statutory financial statements.
Henry Bramall & Co Limited
Chartered Certified Accountants
Unit 8 Acorn Business Park
Woodseats Close
Sheffield
S8 0TB
13 January 2026
Potts Financial Planning Limited
Statement of financial position
30 June 2025
2025 2024
£ £
Fixed assets 1,238 1,232
_______ _______
Current assets 18,353 35,487
Creditors: amounts falling due within one year ( 8,996) ( 8,966)
_______ _______
Net current assets 9,357 26,521
_______ _______
Total assets less current liabilities 10,595 27,753
Accruals and deferred income ( 1,128) ( 1,104)
_______ _______
Net assets 9,467 26,649
_______ _______
Capital and reserves 9,467 26,649
_______ _______
Notes to the financial statements
Potts Financial Planning Limited
Year ended 30 June 2025
1. Employee numbers
The average number of persons employed by the company during the year amounted to 2 (2024: 3 ).
2. Directors advances, credits and guarantees
During the year the directors entered into the following advances and credits with the company:
2025
Balance brought forward Advances /(credits) to the directors Amounts repaid Balance o/standing
£ £ £ £
Mr J Potts 4,535 53,918 ( 53,000) 5,453
_______ _______ _______ _______
2024
Balance brought forward Advances /(credits) to the directors Amounts repaid Balance o/standing
£ £ £ £
Mr J Potts 4,809 90,461 ( 90,735) 4,535
_______ _______ _______ _______
The loan is interest free and repayable on demand. The closing loan balance is to repaid by 31st March 2026.
For the year ending 30 June 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
Directors responsiblities:
- The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476.
- The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
The financial statements have been prepared in accordance with the micro-entity provisions and have been delivered in accordance with the provisions applicable to companies subject to the small companies regime.
These financial statements were approved by the board of directors and authorised for issue on 13 January 2026 , and are signed on behalf of the board by:
Mr J Potts
Director
Company registration number: 08113045
The company is a private company limited by shares, registered in England & Wales.