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Company Registration No. 09555382 (England and Wales)
Diligent Wealth Planning Limited Unaudited accounts for the year ended 30 April 2026
Diligent Wealth Planning Limited Unaudited accounts Contents
Page
Company information
3
Statement of financial position
4
Notes to the accounts
5
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Diligent Wealth Planning Limited Company Information for the year ended 30 April 2026
Directors
Stephen Vivian Davies Gareth Anthony William Harris
Company Number
09555382 (England and Wales)
Registered Office
GROUND FLOOR 32 GELLIWASTAD ROAD PONTYPRIDD MID GLAMORGAN CF37 2BN WALES
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Diligent Wealth Planning Limited Statement of financial position as at 30 April 2026
2026
2025
Notes
£
£
Current assets
Cash at bank and in hand
144,760
136,388
Creditors: amounts falling due within one year
5
(58,030)
(58,181)
Net current assets
86,730
78,207
Net assets
86,730
78,207
Capital and reserves
Called up share capital
20
20
Profit and loss account
86,710
78,187
Shareholders' funds
86,730
78,207
For the year ending 30 April 2026 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 3 June 2026 and were signed on its behalf by
Stephen Vivian Davies Director Company Registration No. 09555382
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Diligent Wealth Planning Limited Notes to the Accounts for the year ended 30 April 2026
1
Statutory information
Diligent Wealth Planning Limited is a private company, limited by shares, registered in England and Wales, registration number 09555382. The registered office is GROUND FLOOR, 32 GELLIWASTAD ROAD, PONTYPRIDD, MID GLAMORGAN, CF37 2BN, WALES.
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.
3
Accounting policies
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.
Basis of preparation
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
Presentation currency
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:
Fixtures & fittings
20% straight line
4
Tangible fixed assets
Fixtures & fittings
Computer equipment
Total
£
£
£
Cost or valuation
At cost
At cost
At 1 May 2025
3,826
3,195
7,021
At 30 April 2026
3,826
3,195
7,021
Depreciation
At 1 May 2025
3,826
3,195
7,021
At 30 April 2026
3,826
3,195
7,021
Net book value
At 30 April 2026
-
-
-
5
Creditors: amounts falling due within one year
2026
2025
£
£
Bank loans and overdrafts
21,895
27,046
Trade creditors
447
414
Taxes and social security
29,130
24,349
Loans from directors
4,458
4,458
Accruals
2,100
1,914
58,030
58,181
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Diligent Wealth Planning Limited Notes to the Accounts for the year ended 30 April 2026
6
Average number of employees
During the year the average number of employees was 2 (2025: 2).
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