Brooks Financial Planning Limited

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Brooks Financial Planning Limited

11698410Private Limited With Share Capital

Arghans House Greencourt, Threemilestone Business Park, Truro, TR49LF
Incorporated

27/11/2018

Company Age

7 years

Directors

3

Employees

11

SIC Code

66190

Risk

low risk

Company Overview

Registration, classification & business activity

Brooks Financial Planning Limited (11698410) is a private limited with share capital incorporated on 27/11/2018 (7 years old) and registered in truro, TR49LF. The company operates under SIC code 66190 - activities auxiliary to financial intermediation n.e.c..

Peter a brooks is a partner of the st. james's place partnership offering advice on protection, pensions and savings as well as specialising in investments, tax planning, trusts and inheritance tax mitigation.

Private Limited With Share Capital
SIC: 66190
Micro
Incorporated 27/11/2018
TR49LF
11 employees

Financial Overview

Total Assets

£2.02M

Liabilities

£1.23M

Net Assets

£788.1K

Est. Turnover

£4.80M

AI Estimated
Unreported
Cash

£219.1K

Key Metrics

11

Employees

3

Directors

6

Shareholders

Board of Directors

3

Filed Documents

41
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:08-09-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-08-2025
Change Person Director Company With Change Date
Category:Officers
Date:18-10-2024
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:13-09-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-08-2024
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:15-09-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:16-08-2023
Memorandum Articles
Category:Incorporation
Date:25-07-2023
Resolution
Category:Resolution
Date:25-07-2023
Capital Allotment Shares
Category:Capital
Date:17-07-2023
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:08-09-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-08-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-07-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:03-03-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:03-03-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:13-12-2021
Change Person Director Company With Change Date
Category:Officers
Date:28-09-2021
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:20-09-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:18-07-2021
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:18-07-2021
Accounts With Accounts Type Dormant
Category:Accounts
Date:04-10-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:25-06-2020
Resolution
Category:Resolution
Date:18-06-2020
Change Of Name Notice
Category:Change Of Name
Date:18-06-2020
Capital Allotment Shares
Category:Capital
Date:14-05-2020
Memorandum Articles
Category:Incorporation
Date:27-04-2020
Resolution
Category:Resolution
Date:27-04-2020
Resolution
Category:Resolution
Date:27-04-2020
Resolution
Category:Resolution
Date:27-04-2020
Capital Allotment Shares
Category:Capital
Date:16-04-2020
Change Account Reference Date Company Previous Extended
Category:Accounts
Date:07-04-2020
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:07-04-2020
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:07-04-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:18-03-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:18-03-2020
Capital Allotment Shares
Category:Capital
Date:12-03-2020
Resolution
Category:Resolution
Date:11-03-2020
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:06-03-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:29-11-2019
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:28-11-2018
Incorporation Company
Category:Incorporation
Date:27-11-2018

Risk Assessment

low risk

International Score

Future Factor

fair

Performance Rating

Accounts

Typeunaudited abridged
Due Date30/09/2026
Filing Date08/09/2025
Latest Accounts31/12/2024

Trading Addresses

Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall Tr4 9Lf, TR49LFRegistered

Contact

01872561332
Arghans House Greencourt, Threemilestone Business Park, Truro, TR49LF