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Registered number: 11998592
Trilogy Financial Planning Ltd
Unaudited Financial Statements
For The Year Ended 31 May 2026
Elsburys Accountants ACCA
Trilogy Financial Planning Ltd
Accountants' Report
For The Year Ended 31 May 2026
Accountants' Report
Report to the directors on the preparation of the unaudited statutory accounts of Trilogy Financial Planning Ltd for the year ended 31 May 2026
To assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the accounts of Trilogy Financial Planning Ltd which comprise the Profit and Loss Account, the Balance Sheet and the 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 to the directors of Trilogy Financial Planning Ltd , as a body, in accordance with the terms of our engagement letter dated . Our work has been undertaken solely to prepare for your approval the accounts of Trilogy Financial Planning Ltd and state those matters that we have agreed to state to the directors of Trilogy Financial Planning Ltd , as a body, in this report in accordance with the Association of Chartered Certified Accountants as detailed at http://www.accaglobal.com/content/dam/ACCA_Global/Technical/fact/technical-factsheet-163.pdf. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Trilogy Financial Planning Ltd and its directors as a body for our work or for this report.
It is your duty to ensure that Trilogy Financial Planning Ltd has kept adequate accounting records and to prepare statutory accounts that give a true and fair view of the assets, liabilities, financial position and profit or loss of Trilogy Financial Planning Ltd . You consider that Trilogy Financial Planning Ltd 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 accounts of Trilogy Financial Planning Ltd . 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 financial statements.

Eksburys
23/06/2026

Elsburys Accountants ACCA
Suite 2, 1 Kings Road
Crowthorne
Berkshire
RG45 7BF
Page 1
Trilogy Financial Planning Ltd
Balance Sheet
As At 31 May 2026
Balance Sheet
Registered number: 11998592

| 2026 | 2025
--- | --- | ---
|  | £ | £
Fixed assets |  | 452 | 661
Current assets |  | 85,181 | 50,661
Prepayments and accrued income |  | 21,474 | 31,472
Creditors: Amounts Falling Due Within One Year |  | (61,055 ) | (59,817 )
NET CURRENT ASSETS |  | 45,600 | 22,316
TOTAL ASSETS LESS CURRENT LIABILITIES |  | 46,052 | 22,977
Creditors: Amounts Falling Due After More Than One Year |  | - | (767 )
NET ASSETS |  | 46,052 | 22,210
CAPITAL AND RESERVES |  | 46,052 | 22,210

## Notes

1. General Information
Trilogy Financial Planning Ltd is a private company, limited by shares, incorporated in England & Wales, registered number 11998592 . The registered office is Yew Tree Cottage, Hazeley Bottom, Hartley Wintney, Hampshire, RG27 8LU.
2. Average Number of Employees
Average number of employees, including directors, during the year was: 3 (2025: 3)
3 3
For the year ending 31 May 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 in accordance with the micro-entity provisions and delivered in accordance with the provisions applicable to companies subject to the small companies regime.
On behalf of the board

Mrs V Joiner Director | Mrs N Unadkat Director
23/06/2026