PLATINUM FINANCIAL PLANNING & IFA LIMITED

2-4 STONELEIGH PARK ROAD, EPSOM, SURREY, KT19 0QT

Company Number: 09378518
Incorporation date: 08-Jan-2015
Status: Active
Entity type: Private Limited Company

SIC codes:
65300 Pension funding





SUMMARY

This company is 9.2 years old and is currently active. It is controlled by Mr Digenis Andreas Homatenos. The company has positive equity (net assets) of GBP 108.8 thousand which has increased from GBP 98.8 thousand in the previous year. The latest reported revenue figure is GBP 190.3 thousand which is similar to the previous year's figure of GBP 185.8 thousand. The company has 1 active officers (directors or partners) who are or were officers of 1 other company. The company has no public disputes filed on the Business Disputes Register. There are no court cases involving the company that we are aware of.


FINANCIALS (BETA)

Next accounts due: 31-Dec-2024
Accounts Filed: TOTAL EXEMPTION FULL (31-Mar-2023)


P&L Financials:
Year end Currency Revenue Operating profit Interest Received Interest Paid Tax Net Profit GBP
31-Mar-2023 GBP 190,274 66,025 620 12,640 54,005
31-Mar-2022 GBP 185,799 66,500 53 12,643 53,910
31-Mar-2021 GBP 169,150 75,993 79 14,557 61,515
31-Mar-2020 GBP 169,702 66,180 121 13,058 53,243
31-Mar-2019 GBP 147,566 46,029 59 9,157 36,931
31-Mar-2018 GBP 131,428 22,190 9 4,796 17,403
31-Mar-2017 GBP 119,532 13,644 9 2,568 11,085
31-Mar-2016 GBP 53,858 2,287 6 -6 863 1,430


Balance Sheet Financials:
Year end Currency Cash Current Assets Current Liabilities Debt Share Capital Premium Reserve Retained Earnings Net Assets
31-Mar-2023 GBP 134,025 135,457 27,076 30,000 78,842 108,842
31-Mar-2022 GBP 123,346 125,556 27,333 30,000 68,837 98,837
31-Mar-2021 GBP 107,095 111,429 20,561 30,000 61,687 91,687
31-Mar-2020 GBP 76,677 80,977 18,297 30,000 33,772 63,772
31-Mar-2019 GBP 62,398 66,958 14,285 30,000 24,129 54,129
31-Mar-2018 GBP 51,635 55,452 8,996 30,000 18,398 48,398
31-Mar-2017 GBP 39,122 42,644 7,718 30,000 7,515 37,515
31-Mar-2016 GBP 28,479 31,034 3,055 30,000 1,430 31,430

VALUATION EVENTS (BETA)

Year end Currency % Equity Sum raised Pre-Money Valuation* Post-Money Valuation* Enterprise Value**
Insufficient available data for calculating valuations.

DISPUTES

No disputes filed on www.disputesregister.org

COMPANY SECRETARY


Status Name Appointed on Resigned on Occupation Nationality All apointments
(active/resigned)
Active Neil Anthony Roger WINCKLESS 08 Jan 2015 28 Mar 2024 1 - 0

DIRECTORS


Status Name Appointed on Resigned on Occupation Nationality All appointments
(active/resigned)
Dissolved companies
(rate)
Active Digenis Andreas HOMATENOS 08 Jan 2015 Finance Adviser British 1 - 10 (0.0%)
Number of active directors: 1
Average tenure of active directors: 9.2 years
Average tenure of resigned directors: no resignations yet
Average active director Dissolution Rate: 0.0%

DIRECTOR APPOINTMENTS IN OTHER COMPANIES

Name
 
CHARLOTTE COURT (ESHER) MANAGEMENT COMPANY LIMITED (04572789) - Active
PLATINUM FINANCIAL PLANNING & IFA LIMITED (09378518) - Active

SHAREHOLDERS (BETA)

No shareholder data available

SHAREHOLDINGS (BETA)

no shareholding data

CONTROLLED COMPANIES / CONTROLLING ENTITIES



Controlling entities above

PLATINUM FINANCIAL PLANNING & IFA LIMITED

no controlled companies

LATE PAYMENTS REPORT


This company has not filed any late payment reports possibly because it is not considered \'Large\'.

COURT CASES


No Court Cases found

PATENTS


No Patents found

COMPETITORS

(Based on Sic code: 65300 Pension funding)

Company Registered Address Company Number YE Date Revenue GBP Net Profit GBP Other SIC codes
UNIVERSITIES SUPERANNUATION SCHEME LIMITED ROYAL LIVER BUILDING, LIVERPOOL, L3 1PY 01167127 2018-03-31 127,472,000 0
SHELL PENSION RESERVE COMPANY (UK) LIMITED SHELL CENTRE, LONDON, SE1 7NA 08901312 2017-12-31 71,937,000 88,244,000
CAPITA EMPLOYEE BENEFITS LIMITED 65 GRESHAM STREET, LONDON, ENGLAND, EC2V 7NQ 02260524 2017-12-31 87,109,259 4,280,494 66190-Activities auxiliary to financial intermediation not elsewhere classified
66290-Other activities auxiliary to insurance and pension funding
ROTHESAY PENSIONS MANAGEMENT LIMITED THE POST BUILDING, 100 MUSEUM STREET, LONDON, UNITED KINGDOM, WC1A 1PB 06195160 2018-12-31 67,725,000 -111,000
CHALFONT INVESTMENT CONSULTANTS LIMITED 4-6 STATION ROAD, GERRARDS CROSS, BUCKINGHAMSHIRE, SL9 8EL 02936477 2017-12-31 2,337,425 0 66110-Administration of financial markets
BARNETT WADDINGHAM ACTUARIES AND CONSULTANTS LIMITED 2 LONDON WALL PLACE, LONDON, ENGLAND, EC2Y 5AU 06498431 2018-05-31 2,046,581 190,719
CGFM LTD EX8 2SG, EXMOUTH BUSINESS CENTRE, 14, HARTLEY ROAD, EXMOUTH, DEVON, ENGLAND, EX8 2SG 05839583 2018-06-30 618,340 0
RIVINGTON WEALTH MANAGEMENT LIMITED THE SPIRES, 99 BRANDRETH DRIVE, PARBOLD, LANCASHIRE, ENGLAND, WN8 7HD 06554164 2018-04-30 135,218 0
PLATINUM FINANCIAL PLANNING & IFA LIMITED 2-4 STONELEIGH PARK ROAD, EPSOM, SURREY, ENGLAND, KT19 0QT 09378518 2018-03-31 131,428 0
D&W ALLEN LTD 19 SAVOY ROAD, BRISTOL, ENGLAND, BS4 3SX 09064963 2018-06-30 38,333 0
MAXIM PENSIONS LIMITED LOVEJOYS, FRILSHAM, THATCHAM, BERKSHIRE, ENGLAND, RG18 9XQ 08937155 2018-03-31 35,534 0
THE PENSION SCHOOL LTD. 3 CORBICUM, LONDON, E11 1AW 06366655 2018-09-30 31,750 0
SUSAN SALKELD & COMPANY LIMITED 9 ROWANTREE ROAD, WINCHMORE HILL, LONDON, N21 3ED 06207655 2018-03-31 30,430 0 94120-Activities of professional membership organizations
PROCALCS LIMITED 19 WARREN DRIVE, WALLASEY, CH45 0JN 07327545 2018-08-31 28,505 0
GOODWOOD ESTATE (PENSIONS) LIMITED GOODWOOD HOUSE, GOODWOOD, CHICHESTER, ENGLAND, PO18 0PX 00679188 2018-03-31 0 0
PEUGEOT ADVANCED PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042696 2018-04-05 0 0
PEUGEOT CIF TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042714 2018-04-05 0 0
PEUGEOT PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042699 2018-04-05 0 0
PSA GROUP UK PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042693 2017-12-31 0 0
ROBINS & DAY PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042694 2018-04-05 0 0
EMPF PROPERTIES LIMITED ELIM INTERNATIONAL CENTRE, DE WALDEN ROAD, WEST MALVERN, WORCESTERSHIRE, WR14 4DF 06405422 2018-12-31 0 0 70100-Activities of head offices
BRITEL FUND TRUSTEES LIMITED ONE AMERICA SQUARE, 17 CROSSWALL, LONDON, ENGLAND, EC3N 2LB 01687153 0000-00-00 0 0
M.R.C. PENSION TRUST LIMITED 2ND FLOOR DAVID PHILLIPS BUILDING, POLARIS HOUSE NORTH STAR AVENUE, SWINDON, WILTSHIRE, SN2 1FL 01218492 0000-00-00 0 0

LIQUIDATION RISK (BETA)



This company is Active. Statistically, Active companies have a low probability of being liquidated within a year.
Here are our probability predictions:
Basis Liquidation within 3 months Liquidation within 6 months Liquidation within 12 months Prediction confidence
PLATINUM FINANCIAL PLANNING & IFA LIMITED 0.7% 3.6% 7.1% Medium
Other companies Active in the same sector 0.5% 1.0% 2.6% Medium
Age 0.6% 2.5% 4.9% Medium
Company Type 0.7% 3.7% 7.4% Medium
Accounts category 0.5% 2.1% 4.2% Medium
Accounting Month 0.5% 1.8% 3.9% Medium
Sic code count 0.7% 3.5% 7.0% Medium
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