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Home > England & Wales Companies > SOMERFIELD WEALTH PLANNING LTD
Company Information for

SOMERFIELD WEALTH PLANNING LTD

Suite 110, The Pinnacle 150 Midsummer Boulevard, 150 MIDSUMMER BOULEVARD, Milton Keynes, MK9 1FD,
Company Registration Number
09110223
Private Limited Company
Active

Company Overview

About Somerfield Wealth Planning Ltd
SOMERFIELD WEALTH PLANNING LTD was founded on 2014-07-01 and has its registered office in Milton Keynes. The organisation's status is listed as "Active". Somerfield Wealth Planning Ltd is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
SOMERFIELD WEALTH PLANNING LTD
 
Legal Registered Office
Suite 110, The Pinnacle 150 Midsummer Boulevard
150 MIDSUMMER BOULEVARD
Milton Keynes
MK9 1FD
Other companies in HP23
 
Filing Information
Company Number 09110223
Company ID Number 09110223
Date formed 2014-07-01
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 2023-06-30
Account next due 2025-03-31
Latest return 2024-02-13
Return next due 2025-02-27
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-03-18 09:55:01
Primary Source:Companies House
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Company Officers of SOMERFIELD WEALTH PLANNING LTD

Current Directors
Officer Role Date Appointed
CATRIONA COOK
Company Secretary 2014-07-01
OWEN COOK
Director 2014-07-01

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
OWEN COOK 95 EMPRESS COURT MANAGEMENT COMPANY LTD Director 2012-10-18 CURRENT 2012-10-18 Dissolved 2014-07-22

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
2024-03-1830/06/23 ACCOUNTS TOTAL EXEMPTION FULL
2024-02-13CONFIRMATION STATEMENT MADE ON 13/02/24, WITH UPDATES
2023-02-17CONFIRMATION STATEMENT MADE ON 15/02/23, WITH NO UPDATES
2023-02-15Director's details changed for Mr Owen Charles Thornton Cook on 2023-02-14
2022-12-21REGISTERED OFFICE CHANGED ON 21/12/22 FROM Unit 10 Acorn Farm Business Centre Cublington Road Wing Leighton Buzzard Bedfordshire LU7 0LB England
2022-12-21AD01REGISTERED OFFICE CHANGED ON 21/12/22 FROM Unit 10 Acorn Farm Business Centre Cublington Road Wing Leighton Buzzard Bedfordshire LU7 0LB England
2022-10-04Change of details for Mr Owen Charles Thornton Cook as a person with significant control on 2022-10-04
2022-10-04Director's details changed for Mr Owen Charles Thornton Cook on 2022-10-04
2022-10-04CH01Director's details changed for Mr Owen Charles Thornton Cook on 2022-10-04
2022-10-04PSC04Change of details for Mr Owen Charles Thornton Cook as a person with significant control on 2022-10-04
2022-07-19AA30/06/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-03-01CS01CONFIRMATION STATEMENT MADE ON 25/02/22, WITH UPDATES
2022-01-1030/06/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-01-10AA30/06/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-04-21CS01CONFIRMATION STATEMENT MADE ON 09/03/21, WITH UPDATES
2021-03-24AA30/06/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-03-24AA30/06/19 ACCOUNTS TOTAL EXEMPTION FULL
2020-03-10CS01CONFIRMATION STATEMENT MADE ON 09/03/20, WITH NO UPDATES
2019-03-11CS01CONFIRMATION STATEMENT MADE ON 09/03/19, WITH NO UPDATES
2019-02-25AA30/06/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-03-22AA30/06/17 ACCOUNTS TOTAL EXEMPTION FULL
2018-03-12CS01CONFIRMATION STATEMENT MADE ON 09/03/18, WITH NO UPDATES
2017-04-10LATEST SOC10/04/17 STATEMENT OF CAPITAL;GBP 100
2017-04-10CS01CONFIRMATION STATEMENT MADE ON 09/03/17, WITH UPDATES
2017-03-29AA30/06/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-03-23AA30/06/15 ACCOUNTS TOTAL EXEMPTION SMALL
2016-03-23AA01Previous accounting period shortened from 31/07/15 TO 30/06/15
2016-03-09LATEST SOC09/03/16 STATEMENT OF CAPITAL;GBP 100
2016-03-09AR0109/03/16 ANNUAL RETURN FULL LIST
2016-02-17AD01REGISTERED OFFICE CHANGED ON 17/02/16 FROM Unit 12a Akeman Business Park 81-82 Akeman Street Tring HP23 6AF
2015-07-24LATEST SOC24/07/15 STATEMENT OF CAPITAL;GBP 100
2015-07-24AR0101/07/15 ANNUAL RETURN FULL LIST
2014-07-01LATEST SOC01/07/14 STATEMENT OF CAPITAL;GBP 100
2014-07-01NEWINCNew incorporation
Industry Information
SIC/NAIC Codes
70 - Activities of head offices; management consultancy activities
702 - Management consultancy activities
70229 - Management consultancy activities other than financial management




Licences & Regulatory approval
We could not find any licences issued to SOMERFIELD WEALTH PLANNING LTD 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 SOMERFIELD WEALTH PLANNING LTD
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
SOMERFIELD WEALTH PLANNING LTD does not have any mortgage charges so there is no mortgagee data available

  Average Max

This shows the max and average number of mortgages for companies with the same SIC code of 70229 - Management consultancy activities other than financial management

Filed Financial Reports
Annual Accounts
2015-06-30
Annual Accounts
2016-06-30
Annual Accounts
2017-06-30
Annual Accounts
2018-06-30
Annual Accounts
2019-06-30
Annual Accounts
2021-06-30
Annual Accounts
2022-06-30

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 SOMERFIELD WEALTH PLANNING LTD

Intangible Assets
Patents
We have not found any records of SOMERFIELD WEALTH PLANNING LTD registering or being granted any patents
Domain Names
We do not have the domain name information for SOMERFIELD WEALTH PLANNING LTD
Trademarks
We have not found any records of SOMERFIELD WEALTH PLANNING LTD registering or being granted any trademarks
Income
Government Income
We have not found government income sources for SOMERFIELD WEALTH PLANNING LTD. 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 (70229 - Management consultancy activities other than financial management) as SOMERFIELD WEALTH PLANNING LTD are:

Outgoings
Business Rates/Property Tax
No properties were found where SOMERFIELD WEALTH PLANNING LTD 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 SOMERFIELD WEALTH PLANNING LTD 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 SOMERFIELD WEALTH PLANNING LTD 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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