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Home > England & Wales Companies > INTELLIGENT FINANCIAL PLANNING LIMITED
Company Information for

INTELLIGENT FINANCIAL PLANNING LIMITED

UNIT C2A COMET STUDIOS DE HAVILLAND COURT, PENN STREET, AMERSHAM, BUCKINGHAMSHIRE, HP7 0PX,
Company Registration Number
05149547
Private Limited Company
Active

Company Overview

About Intelligent Financial Planning Ltd
INTELLIGENT FINANCIAL PLANNING LIMITED was founded on 2004-06-09 and has its registered office in Amersham. The organisation's status is listed as "Active". Intelligent Financial Planning Limited is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as MICRO ENTITY
Key Data
Company Name
INTELLIGENT FINANCIAL PLANNING LIMITED
 
Legal Registered Office
UNIT C2A COMET STUDIOS DE HAVILLAND COURT
PENN STREET
AMERSHAM
BUCKINGHAMSHIRE
HP7 0PX
Other companies in HP15
 
Previous Names
DAVID WILKES FINANCIAL SERVICES LTD16/09/2016
WILKES WEALTH MANAGEMENT LTD29/07/2016
DAVID WILKES FINANCIAL SERVICES LIMITED20/07/2016
Filing Information
Company Number 05149547
Company ID Number 05149547
Date formed 2004-06-09
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/08/2022
Account next due 31/05/2024
Latest return 09/06/2016
Return next due 07/07/2017
Type of accounts MICRO ENTITY
Last Datalog update: 2023-06-05 16:08:51
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for INTELLIGENT FINANCIAL PLANNING LIMITED
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Companies with same name INTELLIGENT FINANCIAL PLANNING LIMITED
The following companies were found which have the same name as INTELLIGENT FINANCIAL PLANNING LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
INTELLIGENT FINANCIAL PLANNING LIMITED GROVE HOUSE COOMBS WOOD COURT STEEL PARK ROAD HALESOWEN WEST MIDLANDS B62 8BF Dissolved Company formed on the 1982-03-03

Company Officers of INTELLIGENT FINANCIAL PLANNING LIMITED

Current Directors
Officer Role Date Appointed
BENJAMIN DAVID WILKES
Company Secretary 2005-06-01
BENJAMIN DAVID WILKES
Director 2004-06-09
Previous Officers
Officer Role Date Appointed Date Resigned
DAVID ANDREW WILKES
Director 2004-06-09 2016-03-11
JAMES ROBERT WILKES
Company Secretary 2004-06-09 2004-12-20
JAMES ROBERT WILKES
Director 2004-06-09 2004-12-20

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
BENJAMIN DAVID WILKES KELLY WILKES LEGAL SERVICES LTD Director 2018-02-05 CURRENT 2018-02-05 Active
BENJAMIN DAVID WILKES MARLOW MARQUEES LTD Director 2010-03-31 CURRENT 2010-03-31 Active - Proposal to Strike off
BENJAMIN DAVID WILKES WILKES WILL WRITERS LTD Director 2008-09-10 CURRENT 2008-09-10 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-05-17MICRO ENTITY ACCOUNTS MADE UP TO 31/08/22
2023-04-11CONFIRMATION STATEMENT MADE ON 09/04/23, WITH NO UPDATES
2022-05-09AAMICRO ENTITY ACCOUNTS MADE UP TO 31/08/21
2022-04-11CS01CONFIRMATION STATEMENT MADE ON 09/04/22, WITH NO UPDATES
2022-03-08CH03SECRETARY'S DETAILS CHNAGED FOR MR BENJAMIN DAVID WILKES on 2022-03-08
2022-03-04PSC04Change of details for Mr Benjamin David Wilkes as a person with significant control on 2022-01-10
2022-03-04CH01Director's details changed for Mr Benjamin David Wilkes on 2022-01-10
2021-05-10AAMICRO ENTITY ACCOUNTS MADE UP TO 31/08/20
2021-04-09CS01CONFIRMATION STATEMENT MADE ON 09/04/21, WITH NO UPDATES
2020-04-20AAMICRO ENTITY ACCOUNTS MADE UP TO 31/08/19
2020-04-09CS01CONFIRMATION STATEMENT MADE ON 09/04/20, WITH NO UPDATES
2019-05-28AAMICRO ENTITY ACCOUNTS MADE UP TO 31/08/18
2019-04-15CS01CONFIRMATION STATEMENT MADE ON 09/04/19, WITH NO UPDATES
2018-05-25AAMICRO ENTITY ACCOUNTS MADE UP TO 31/08/17
2018-04-30LATEST SOC30/04/18 STATEMENT OF CAPITAL;GBP 100
2018-04-30CS01CONFIRMATION STATEMENT MADE ON 09/04/18, WITH UPDATES
2017-08-11PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL BENJAMIN DAVID WILKES
2017-07-14LATEST SOC14/07/17 STATEMENT OF CAPITAL;GBP 100
2017-07-14CS01CONFIRMATION STATEMENT MADE ON 09/06/17, WITH UPDATES
2017-02-22AA31/08/16 ACCOUNTS TOTAL EXEMPTION SMALL
2017-01-19AD01REGISTERED OFFICE CHANGED ON 19/01/17 FROM 35 Jackson Court Hazlemere High Wycombe Bucks HP15 7TZ
2016-09-16RES15CHANGE OF COMPANY NAME 16/09/16
2016-09-16CERTNMCOMPANY NAME CHANGED DAVID WILKES FINANCIAL SERVICES LTD CERTIFICATE ISSUED ON 16/09/16
2016-09-13LATEST SOC13/09/16 STATEMENT OF CAPITAL;GBP 100
2016-09-13AR0109/06/16 ANNUAL RETURN FULL LIST
2016-07-29RES15CHANGE OF COMPANY NAME 29/07/16
2016-07-29CERTNMCOMPANY NAME CHANGED WILKES WEALTH MANAGEMENT LTD CERTIFICATE ISSUED ON 29/07/16
2016-07-20RES15CHANGE OF COMPANY NAME 20/07/16
2016-07-20CERTNMCOMPANY NAME CHANGED DAVID WILKES FINANCIAL SERVICES LIMITED CERTIFICATE ISSUED ON 20/07/16
2016-06-28TM01APPOINTMENT TERMINATED, DIRECTOR DAVID ANDREW WILKES
2016-03-30AA31/08/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-06-10LATEST SOC10/06/15 STATEMENT OF CAPITAL;GBP 100
2015-06-10AR0109/06/15 ANNUAL RETURN FULL LIST
2015-02-23AA31/08/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-06-26LATEST SOC26/06/14 STATEMENT OF CAPITAL;GBP 100
2014-06-26AR0109/06/14 ANNUAL RETURN FULL LIST
2014-05-29AA31/08/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-06-25AR0109/06/13 ANNUAL RETURN FULL LIST
2013-06-25CH01Director's details changed for Mr David Andrew Wilkes on 2013-06-25
2013-05-31AA31/08/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-07-04AR0109/06/12 ANNUAL RETURN FULL LIST
2012-02-24AA31/08/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-07-07AR0109/06/11 ANNUAL RETURN FULL LIST
2010-12-31AA31/08/10 ACCOUNTS TOTAL EXEMPTION SMALL
2010-07-05AR0109/06/10 FULL LIST
2010-07-05CH01DIRECTOR'S CHANGE OF PARTICULARS / MR DAVID ANDREW WILKES / 09/06/2010
2010-07-05CH01DIRECTOR'S CHANGE OF PARTICULARS / MR BENJAMIN DAVID WILKES / 09/06/2010
2010-01-15AA31/08/09 TOTAL EXEMPTION SMALL
2009-06-09363aRETURN MADE UP TO 09/06/09; FULL LIST OF MEMBERS
2009-02-12AA31/08/08 TOTAL EXEMPTION SMALL
2008-06-11363aRETURN MADE UP TO 09/06/08; FULL LIST OF MEMBERS
2008-01-15AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/08/07
2007-06-29363(288)DIRECTOR'S PARTICULARS CHANGED
2007-06-29363sRETURN MADE UP TO 09/06/07; FULL LIST OF MEMBERS
2007-01-15AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/08/06
2006-10-19287REGISTERED OFFICE CHANGED ON 19/10/06 FROM: LONGLINDENS, 1 EASTERN DENE HAZLEMERE HIGH WYCOMBE BUCKS HP15 7BT
2006-07-28363sRETURN MADE UP TO 09/06/06; FULL LIST OF MEMBERS
2006-04-10AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/08/05
2005-08-19363aRETURN MADE UP TO 09/06/05; FULL LIST OF MEMBERS
2005-08-19288cDIRECTOR'S PARTICULARS CHANGED
2005-07-21288aNEW SECRETARY APPOINTED
2005-04-25225ACC. REF. DATE EXTENDED FROM 30/06/05 TO 31/08/05
2004-12-30288bSECRETARY RESIGNED;DIRECTOR RESIGNED
2004-09-14288cDIRECTOR'S PARTICULARS CHANGED
2004-06-09NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64922 - Activities of mortgage finance companies




Licences & Regulatory approval
We could not find any licences issued to INTELLIGENT FINANCIAL PLANNING LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against INTELLIGENT FINANCIAL PLANNING LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
INTELLIGENT FINANCIAL PLANNING LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges2.8898
MortgagesNumMortOutstanding0.9293
MortgagesNumMortPartSatisfied0.001
MortgagesNumMortSatisfied1.9595

This shows the max and average number of mortgages for companies with the same SIC code of 64922 - Activities of mortgage finance companies

Creditors
Creditors Due Within One Year 2013-08-31 £ 23,917
Creditors Due Within One Year 2012-08-31 £ 28,042
Creditors Due Within One Year 2012-08-31 £ 28,042
Creditors Due Within One Year 2011-08-31 £ 21,653

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2012-08-31
Annual Accounts
2013-08-31
Annual Accounts
2014-08-31
Annual Accounts
2015-08-31
Annual Accounts
2016-08-31
Annual Accounts
2017-08-31
Annual Accounts
2019-08-31
Annual Accounts
2021-08-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on INTELLIGENT FINANCIAL PLANNING LIMITED

Financial Assets
Balance Sheet
Called Up Share Capital 2013-08-31 £ 0
Called Up Share Capital 2012-08-31 £ 0
Cash Bank In Hand 2013-08-31 £ 0
Cash Bank In Hand 2012-08-31 £ 0
Current Assets 2013-08-31 £ 14,392
Current Assets 2012-08-31 £ 14,982
Current Assets 2012-08-31 £ 14,982
Current Assets 2011-08-31 £ 5,760
Debtors 2013-08-31 £ 14,233
Debtors 2012-08-31 £ 14,833
Debtors 2012-08-31 £ 14,833
Debtors 2011-08-31 £ 5,760
Fixed Assets 2013-08-31 £ 10,336
Fixed Assets 2012-08-31 £ 13,190
Fixed Assets 2012-08-31 £ 13,190
Fixed Assets 2011-08-31 £ 17,063
Shareholder Funds 2013-08-31 £ 0
Shareholder Funds 2012-08-31 £ 0
Shareholder Funds 2011-08-31 £ 1,170
Tangible Fixed Assets 2013-08-31 £ 8,336
Tangible Fixed Assets 2012-08-31 £ 9,190
Tangible Fixed Assets 2012-08-31 £ 9,190
Tangible Fixed Assets 2011-08-31 £ 11,063

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of INTELLIGENT FINANCIAL PLANNING LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for INTELLIGENT FINANCIAL PLANNING LIMITED
Trademarks
We have not found any records of INTELLIGENT FINANCIAL PLANNING LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for INTELLIGENT FINANCIAL PLANNING LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64922 - Activities of mortgage finance companies) as INTELLIGENT FINANCIAL PLANNING LIMITED are:

Outgoings
Business Rates/Property Tax
No properties were found where INTELLIGENT FINANCIAL PLANNING LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded INTELLIGENT FINANCIAL PLANNING LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded INTELLIGENT FINANCIAL PLANNING LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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