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REGISTERED NUMBER: 15479876 (England and Wales)

FINANCIAL STATEMENTS

FOR THE PERIOD 10 FEBRUARY 2024 TO 28 FEBRUARY 2025

FOR

WEALTHY STEPS FINANCIAL PLANNING LTD

WEALTHY STEPS FINANCIAL PLANNING LTD (REGISTERED NUMBER: 15479876)

CONTENTS OF THE FINANCIAL STATEMENTS

FOR THE PERIOD 10 FEBRUARY 2024 TO 28 FEBRUARY 2025

Page |

Company Information | 1 |

Balance Sheet | 2 |

Notes to the Financial Statements | 3 |

WEALTHY STEPS FINANCIAL PLANNING LTD

COMPANY INFORMATION

FOR THE PERIOD 10 FEBRUARY 2024 TO 28 FEBRUARY 2025

| DIRECTOR: | S D J Foster-Johnson

| REGISTERED OFFICE: | 115c Milton Road

| Cambridge

| CB4 1XE

| REGISTERED NUMBER: | 15479876 (England and Wales)

| ACCOUNTANTS: | Prentis & Co LLP

| Chartered Accountants

| 115c Milton Road

| Cambridge

| CB4 1XE

WEALTHY STEPS FINANCIAL PLANNING LTD (REGISTERED NUMBER: 15479876)

BALANCE SHEET

28 FEBRUARY 2025

| Notes | £ | £ |

| FIXED ASSETS

| Tangible assets | 4 | 454 |  |

| CURRENT ASSETS

| Debtors | 5 | 1,650 |  |  |

| Cash at bank | 2,219 |  |  |

3,869 |  |

| CREDITORS

| Amounts falling due within one year | 6 | 9,238 |  |

| NET CURRENT LIABILITIES | (5,369 | ) |

| TOTAL ASSETS LESS CURRENT LIABILITIES | (4,915 | ) |

| CAPITAL AND RESERVES

| Called up share capital | 100 |  |

| Retained earnings | (5,015 | ) |

(4,915 | ) |

The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the period ended 28 February 2025.

The members have not required the company to obtain an audit of its financial statements for the period ended 28 February 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.

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 Profit and Loss Account has not been delivered.

The financial statements were approved by the director and authorised for issue on 28 November 2025 and were signed by:

S D J Foster-Johnson - Director

WEALTHY STEPS FINANCIAL PLANNING LTD (REGISTERED NUMBER: 15479876)

NOTES TO THE FINANCIAL STATEMENTS

FOR THE PERIOD 10 FEBRUARY 2024 TO 28 FEBRUARY 2025

1. | STATUTORY INFORMATION

| Wealthy Steps Financial Planning Ltd 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.

| The financial statements have been prepared on a going concern basis. This may not be appropriate because at 28th February 2025 the company's current liabilities exceeded its current assets by £5,369 and total liabilities of the company were £9,238. The company is reliant upon the continued support of its director, bank and creditors, but there is no evidence to suggest that this will not continue and that further funds will not be provided, as necessary, to enable the company to continue as a going concern.

| Tangible fixed assets

| Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

| Computer equipment | - | 33% on cost

| Taxation

| Taxation for the period comprises current tax. Tax is recognised in the Profit and Loss Account, except to the extent that it relates to items recognised in other comprehensive income or directly in equity.

| Current taxation assets and liabilities are not discounted.

| Current tax is recognised at the amount of tax payable using the tax rates and laws that have been enacted or substantively enacted by the balance sheet date.

| Hire purchase and leasing commitments

| Rentals paid under operating leases are charged to profit or loss on a straight line basis over the period of the lease.

3. | EMPLOYEES AND DIRECTORS

| The average number of employees during the period was 1 .

WEALTHY STEPS FINANCIAL PLANNING LTD (REGISTERED NUMBER: 15479876)

NOTES TO THE FINANCIAL STATEMENTS - continued

FOR THE PERIOD 10 FEBRUARY 2024 TO 28 FEBRUARY 2025

4. | TANGIBLE FIXED ASSETS

| Computer

| equipment

£ |

| COST

| Additions | 681 |  |

| At 28 February 2025 | 681 |  |

| DEPRECIATION

| Charge for period | 227 |  |

| At 28 February 2025 | 227 |  |

| NET BOOK VALUE

| At 28 February 2025 | 454 |  |

5. | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR |

£ |

| Other debtors | 1,650 |  |

6. | CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR |

£ |

| Director's current account | 8,566 |  |

| Accruals | 672 |  |

9,238 |  |

7. | ULTIMATE CONTROLLING PARTY

| The controlling party is S D J Foster-Johnson.