Lewis James Financial Planning Limited

	Page
Balance Sheet	1
Notes to the Financial Statements	2—3

Registered number: 09878091

		2026		2025
	Notes	£	£	£	£
FIXED ASSETS

CURRENT ASSETS
Cash at bank and in hand		914		-

		914		-
Creditors: Amounts Falling Due Within One Year	5	(1,708 )		(1,576 )

NET CURRENT ASSETS (LIABILITIES)			(794 )		(1,576 )

TOTAL ASSETS LESS CURRENT LIABILITIES			(794 )		(1,576 )

NET LIABILITIES			(794 )		(1,576 )

CAPITAL AND RESERVES
Called up share capital	7		100		100
Profit and Loss Account			(894 )		(1,676 )

SHAREHOLDERS' FUNDS			(794)		(1,576)

For the year ending 31 March 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.

The company has taken advantage of section 444(1) of the Companies Act 2006 and opted not to deliver to the registrar a copy of the company's Profit and Loss Account.

On behalf of the board

Mr Mark Higginson

Director

26/10/2026

The notes on pages 2 to 3 form part of these financial statements.

1. General Information

Lewis James Financial Planning Limited is a private company, limited by shares, incorporated in England & Wales, registered number 09878091 . The registered office is C/O Arcadia Accountancy Ltd, 1 Manship Green, Shepton Mallet, Somerset, BA4 5RL.

2. Accounting Policies

2.1. Basis of Preparation of Financial Statements

The financial statements are prepared under the historical cost convention and in accordance with the Financial Reporting Standard for Smaller Entities (effective January 2015).

2.2. Turnover

Turnover comprises the invoiced value of goods and services supplied by the company, net of Value Added Tax and trade discounts.

2.3. Tangible Fixed Assets and Depreciation

Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost of the fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Plant & Machinery

Straight line over 3 years

3. Average Number of Employees

Average number of employees, including directors, during the year was: 2 (2025: 2)

4. Tangible Assets

	Plant & Machinery
	£
Cost
As at 1 April 2025	3,010

As at 31 March 2026	3,010

Depreciation
As at 1 April 2025	3,010

As at 31 March 2026	3,010

Net Book Value
As at 31 March 2026	-

As at 1 April 2025	-

5. Creditors: Amounts Falling Due Within One Year

	2026	2025
	£	£
Trade creditors	(1 )	1
Accruals and deferred income	1,475	1,424
Directors' loan accounts	234	151

	1,708	1,576

6. Deferred Taxation

The provision for deferred tax is made up as follows:

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Lewis James Financial Planning Limited

Notes to the Financial Statements (continued)

For The Year Ended 31 March 2026

7. Share Capital

	2026	2025
	£	£
Allotted, Called up and fully paid	100	100

8. Dividends

	2026	2025
	£	£
On equity shares:
Final dividend paid	-	6,586

9. Ultimate Controlling Party

The company's ultimate controlling party is the directors by virtue of their ownership of 100% of the issued share capital in the company.