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Registration number: 13351552

Cygnus Financial Planning Limited

Annual Report and Unaudited Financial Statements

for the Year Ended 30 April 2026

image-name
 

Cygnus Financial Planning Limited

Contents

Company Information

1

Accountants' Report

2

Balance Sheet

3 to 4

Notes to the Unaudited Financial Statements

3

 

Cygnus Financial Planning Limited

Company Information

Directors

Mr Jon-Paul Rougeolle

Mr Patrick McGee

Mr Simon Bevan

Registered office

9, Silchester Close
Cawston
Rugby
Warwickshire
United Kingdom
CV22 7YZ

Accountants

Five Rivers Financial Ltd 7 Hawthorn Way
Rugby
Warwickshire
CV22 7LS

 

Chartered Accountants' Report to the Board of Directors on the Preparation of the Unaudited Statutory Accounts of
Cygnus Financial Planning Limited
for the Year Ended 30 April 2026

In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the financial statements of Cygnus Financial Planning Limited for the year ended 30 April 2026 as set out on pages 3 to 4 from the company's accounting records and from information and explanations you have given us.

As a practising member firm of the Institute of Chartered Accountants in England and Wales (ICAEW), we are subject to its ethical and other professional requirements which are detailed at
http://www.icaew.com/regulation.

This report is made solely to the Board of Directors of Cygnus Financial Planning Limited, as a body, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the accounts of Cygnus Financial Planning Limited and state those matters that we have agreed to state to the Board of Directors of Cygnus Financial Planning Limited, as a body, in this report in accordance with ICAEW Technical Release 07/16 AAF. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Cygnus Financial Planning Limited and its Board of Directors as a body for our work or for this report.

It is your duty to ensure that Cygnus Financial Planning Limited 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 of Cygnus Financial Planning Limited. You consider that Cygnus Financial Planning Limited 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 Cygnus Financial Planning Limited. 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 statutory accounts.

...........................................................

Five Rivers Financial Ltd
7 Hawthorn Way
Rugby
Warwickshire
CV22 7LS

29 May 2026

 

Cygnus Financial Planning Limited

(Registration number: 13351552)
Balance Sheet as at 30 April 2026

2026
£

2025
£

Fixed assets

2,330

718

Current assets

189,708

219,379

Creditors: Amounts falling due within one year

(160,607)

(193,166)

Net current assets

29,101

26,213

Total assets less current liabilities

31,431

26,931

Accruals and deferred income

(924)

(924)

 

30,507

26,007

Capital and reserves

30,507

26,007

1

General information

The company is a private company limited by share capital, incorporated in United Kingdom.

The address of its registered office is:
9, Silchester Close
Cawston
Rugby
Warwickshire
CV22 7YZ
United Kingdom

These financial statements were authorised for issue by the Board on 29 May 2026.

 

Cygnus Financial Planning Limited

(Registration number: 13351552)
Balance Sheet as at 30 April 2026

2

Staff numbers

The average number of persons employed by the company (including directors) during the year, was 3 (2025 - 3).

For the financial 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.

Directors' responsibilities:

•

The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and

•

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the micro entities regime and delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the directors have not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the Board on 29 May 2026 and signed on its behalf by:
 

.........................................
Mr Jon-Paul Rougeolle
Director

.........................................
Mr Patrick McGee
Director

.........................................
Mr Simon Bevan
Director