Company Registration No. SC384173 (Scotland)
Whiteleigh Financial Planning Ltd
Unaudited accounts
for the year ended 31 August 2025
Whiteleigh Financial Planning Ltd
Unaudited accounts
Contents
Whiteleigh Financial Planning Ltd
Company Information
for the year ended 31 August 2025
Directors
Sharon Mcilroy
Robert Mcilroy
Company Number
SC384173 (Scotland)
Registered Office
307 West George Street
Glasgow
G2 4LF
Accountants
Clarity Accounting (Scotland) Ltd
234 West George Street
Glasgow
G2 4QY
Whiteleigh Financial Planning Ltd
Statement of financial position
as at 31 August 2025
Intangible assets
217,590
286,759
Tangible assets
193,801
157,976
Investments
281,234
281,234
Cash at bank and in hand
115,239
64,561
Creditors: amounts falling due within one year
(405,498)
(348,929)
Net current assets
407,740
395,294
Net assets
1,100,365
1,121,263
Called up share capital
204
204
Profit and loss account
1,100,161
1,121,059
Shareholders' funds
1,100,365
1,121,263
For the year ending 31 August 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 in accordance with section 476 of the Companies Act 2006.
The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with the provisions of FRS 102 Section 1A - Small Entities. The profit and loss account has not been delivered to the Registrar of Companies.
The financial statements were approved by the Board of Directors and authorised for issue on 25 May 2026 and were signed on its behalf by
Sharon Mcilroy
Director
Company Registration No. SC384173
Whiteleigh Financial Planning Ltd
Notes to the Accounts
for the year ended 31 August 2025
Whiteleigh Financial Planning Ltd is a private company, limited by shares, registered in Scotland, registration number SC384173. The registered office is 307 West George Street, Glasgow, G2 4LF.
2
Compliance with accounting standards
The accounts have been prepared in accordance with the provisions of FRS 102 Section 1A Small Entities. There were no material departures from that standard.
The principal accounting policies adopted in the preparation of the financial statements are set out below and have remained unchanged from the previous year, and also have been consistently applied within the same accounts.
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
The accounts are presented in £ sterling.
Tangible fixed assets and depreciation
Tangible assets are included at cost less depreciation and impairment. Depreciation has been provided at the following rates in order to write off the assets over their estimated useful lives:
Plant & machinery
25% reducing balance
Motor vehicles
25% reducing balance
Fixtures & fittings
25% reducing balance
Computer equipment
25% reducing balance
Intangible fixed assets (including purchased goodwill and patents) are included at cost less accumulated amortisation.
4
Intangible fixed assets
Goodwill
At 1 September 2024
648,628
At 1 September 2024
361,869
Charge for the year
129,167
Whiteleigh Financial Planning Ltd
Notes to the Accounts
for the year ended 31 August 2025
5
Tangible fixed assets
Land & buildings
Plant & machinery
Motor vehicles
Fixtures & fittings
Computer equipment
Total
Cost or valuation
At cost
At cost
At cost
At cost
At cost
At 1 September 2024
40,970
30,794
134,763
42,028
60,068
308,623
Additions
-
26,128
91,823
13,755
3,705
135,411
Disposals
-
(10,150)
(71,994)
-
(47,352)
(129,496)
At 31 August 2025
40,970
46,772
154,592
55,783
16,421
314,538
At 1 September 2024
-
11,693
59,323
36,983
42,648
150,647
Charge for the year
-
4,170
26,853
3,397
5,082
39,502
On disposals
-
-
(27,448)
-
(41,964)
(69,412)
At 31 August 2025
-
15,863
58,728
40,380
5,766
120,737
At 31 August 2025
40,970
30,909
95,864
15,403
10,655
193,801
At 31 August 2024
40,970
19,101
75,440
5,045
17,420
157,976
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Investments
Other investments
Valuation at 1 September 2024
281,234
Valuation at 31 August 2025
281,234
Amounts falling due within one year
Accrued income and prepayments
-
58,614
Other debtors
616,374
621,048
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Creditors: amounts falling due within one year
2025
2024
Bank loans and overdrafts
270,177
301,565
Taxes and social security
60,651
67,433
Loans from directors
(17,350)
(20,209)
9
Average number of employees
During the year the average number of employees was 6 (2024: 4).