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REGISTERED NUMBER: 04972368















UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 28 FEBRUARY 2026

FOR

LIFESTYLE FINANCIAL PLANNING LIMITED
LIFESTYLE FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 04972368)






CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 28 FEBRUARY 2026




Page

Company Information 1

Balance Sheet 2

Notes to the Financial Statements 4


LIFESTYLE FINANCIAL PLANNING LIMITED

COMPANY INFORMATION
FOR THE YEAR ENDED 28 FEBRUARY 2026







DIRECTORS: D Read
Mrs S Greenhalgh





REGISTERED OFFICE: Unit 1, Chandlers House,
Ganders Business Park,
Main Road, Kingsley
Bordon
Hampshire
GU3 9LU





REGISTERED NUMBER: 04972368





ACCOUNTANTS: Landi Accounting Limited
62 Stakes Road
Purbrook
Waterlooville
Hampshire
PO7 5NT
Page 1
LIFESTYLE FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 04972368)

BALANCE SHEET
28 FEBRUARY 2026

28.2.26 28.2.25
Notes £    £    £    £   
FIXED ASSETS
Intangible assets 4 434,000 -
Tangible assets 5 8,912 23,726
Investments 6 22,169 24,569
465,081 48,295

CURRENT ASSETS
Debtors 7 106,767 86,929
Cash at bank and in hand 392,215 448,767
498,982 535,696
CREDITORS
Amounts falling due within one year 8 219,372 177,912
NET CURRENT ASSETS 279,610 357,784
TOTAL ASSETS LESS CURRENT
LIABILITIES
744,691
406,079

CREDITORS
Amounts falling due after more than one
year
9
231,083
-
NET ASSETS 513,608 406,079

CAPITAL AND RESERVES
Called up share capital 1,380 1,380
Retained earnings 512,228 404,699
SHAREHOLDERS' FUNDS 513,608 406,079

The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 28 February 2026.

The members have not required the company to obtain an audit of its financial statements for the year ended 28 February 2026 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.

The notes form part of these financial statements

Page 2 continued...
LIFESTYLE FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 04972368)

BALANCE SHEET - continued
28 FEBRUARY 2026


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 4 June 2026 and were signed on its behalf by:





Mrs S Greenhalgh - Director


The notes form part of these financial statements

Page 3
LIFESTYLE FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 04972368)

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 28 FEBRUARY 2026

1. STATUTORY INFORMATION

LIFESTYLE FINANCIAL PLANNING LIMITED is a private company, limited by shares , registered in Not specified/Other. 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 is measured at the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes.

Goodwill
Goodwill, being the amount paid in connection with the acquisition of a business in 2013, is being amortised evenly over its estimated useful life of five years.

Intangible assets
Intangible assets are initially measured at cost. After initial recognition, intangible assets are measured at cost less any accumulated amortisation and any accumulated impairment losses.

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 - 10% on cost
Motor vehicles - 25% on cost
Computer equipment - 33% on cost

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.

Pension costs and other post-retirement benefits
The company operates a defined contribution pension scheme. Contributions payable to the company's pension scheme are charged to profit or loss in the period to which they relate.

3. EMPLOYEES AND DIRECTORS

The average number of employees during the year was 8 (2025 - 8 ) .

Page 4 continued...
LIFESTYLE FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 04972368)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 28 FEBRUARY 2026

4. INTANGIBLE FIXED ASSETS
Goodwill
£   
COST
At 1 March 2025 40,374
Additions 434,000
At 28 February 2026 474,374
AMORTISATION
At 1 March 2025
and 28 February 2026 40,374
NET BOOK VALUE
At 28 February 2026 434,000
At 28 February 2025 -

5. TANGIBLE FIXED ASSETS
Fixtures
and Motor Computer
fittings vehicles equipment Totals
£    £    £    £   
COST
At 1 March 2025 21,851 82,919 36,099 140,869
Additions - - 6,472 6,472
Disposals - (82,919 ) - (82,919 )
At 28 February 2026 21,851 - 42,571 64,422
DEPRECIATION
At 1 March 2025 21,851 65,317 29,975 117,143
Charge for year - 17,602 3,684 21,286
Eliminated on disposal - (82,919 ) - (82,919 )
At 28 February 2026 21,851 - 33,659 55,510
NET BOOK VALUE
At 28 February 2026 - - 8,912 8,912
At 28 February 2025 - 17,602 6,124 23,726

6. FIXED ASSET INVESTMENTS

28.2.26 28.2.25
£    £   
Other investments not loans 12,269 12,269
Other loans 9,900 12,300
22,169 24,569

Page 5 continued...
LIFESTYLE FINANCIAL PLANNING LIMITED (REGISTERED NUMBER: 04972368)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 28 FEBRUARY 2026

6. FIXED ASSET INVESTMENTS - continued

Additional information is as follows:
Other
investments
£   
COST
At 1 March 2025
and 28 February 2026 12,269
NET BOOK VALUE
At 28 February 2026 12,269
At 28 February 2025 12,269
Other
loans
£   
At 1 March 2025 12,300
Repayment in year (2,400 )
At 28 February 2026 9,900

7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
28.2.26 28.2.25
£    £   
Trade debtors 80,137 60,360
Other debtors 26,630 26,569
106,767 86,929

8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
28.2.26 28.2.25
£    £   
Trade creditors 13,538 21,235
Taxation and social security 124,757 88,229
Other creditors 81,077 68,448
219,372 177,912

9. CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE
YEAR
28.2.26 28.2.25
£    £   
Other creditors 231,083 -

Amounts falling due in more than five years:

Repayable otherwise than by instalments
Investment loan 231,083 -

Page 6