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Company No: 13767465 (England and Wales)

HG WEALTH PLANNING LIMITED

Unaudited Financial Statements
For the financial period from 01 August 2025 to 30 June 2026
Pages for filing with the registrar

HG WEALTH PLANNING LIMITED

UNAUDITED FINANCIAL STATEMENTS

For the financial period from 01 August 2025 to 30 June 2026

Contents

HG WEALTH PLANNING LIMITED

COMPANY INFORMATION

For the financial period from 01 August 2025 to 30 June 2026
HG WEALTH PLANNING LIMITED

COMPANY INFORMATION (continued)

For the financial period from 01 August 2025 to 30 June 2026
DIRECTOR Hugo Goodale
REGISTERED OFFICE 2 Fircroft Business Centre
Fircroft Way
Edenbridge
TN8 6EN
United Kingdom
COMPANY NUMBER 13767465 (England and Wales)
ACCOUNTANT Synergee
Pluto House
6 Vale Avenue
Tunbridge Wells
TN1 1DJ
HG WEALTH PLANNING LIMITED

STATEMENT OF FINANCIAL POSITION

As at 30 June 2026
HG WEALTH PLANNING LIMITED

STATEMENT OF FINANCIAL POSITION (continued)

For the financial period from 01 August 2025 to 30 June 2026
30.06.2026 31.07.2025
£ £
Current assets 1,502 6,842
Creditors: amounts falling due within one year ( 1,999) ( 4,106)
Net current (liabilities)/assets ( 497) 2,736
Total assets less current liabilities ( 497) 2,736
Accruals and deferred income ( 720) ( 960)
Net (liabilities)/assets ( 1,217) 1,776
Capital and reserves ( 1,217) 1,776

For the financial period ending 30 June 2026 the Company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

The financial statements of HG Wealth Planning Limited (registered number: 13767465) were approved and authorised for issue by the director on 03 September 2026 and were signed on its behalf by:

Hugo Goodale
Director
HG WEALTH PLANNING LIMITED

NOTES TO THE FINANCIAL STATEMENTS

For the financial period from 01 August 2025 to 30 June 2026
HG WEALTH PLANNING LIMITED

NOTES TO THE FINANCIAL STATEMENTS (continued)

For the For the financial period from 01 August 2025 to 30 June 2026

1. Company information

The Company is a private company limited by shares and is incorporated in the United Kingdom and registered in England and Wales (Company no. 13767465). The address of its registered office is 2 Fircroft Business Centre, Fircroft Way, Edenbridge, TN8 6EN, United Kingdom.

The presentation currency of the financial statements is the Pound Sterling (£).

2. Employees

Period from
01.08.2025 to
30.06.2026
Year ended
31.07.2025
Number Number
Monthly average number of persons employed by the Company during the financial period, including the director - -