Dynamic Planner Limited

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Dynamic Planner Limited

04741529•Private Limited With Share Capital

C/O Moorcrofts Llp Thames House, Mere Park, Dedmere Road, Marlow, SL71PB
WebsiteEmail03336000500

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Incorporated

23/04/2003

Company Age

23 years

Directors

3

Employees

127

SIC Code

62020

Risk

moderate risk

Company Overview

Registration, classification & business activity

Dynamic Planner Limited (04741529) is a private limited with share capital incorporated on 23/04/2003 (23 years old) and registered in marlow, SL71PB. The company operates under SIC code 62020 and is classified as Medium.

Dynamic planner enables advice firms to match people with suitable portfolios through engaging financial plans. founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.

Private Limited With Share Capital
SIC: 62020
Medium
Incorporated 23/04/2003
SL71PB
127 employees

Financial Overview

Total Assets

£10.80M

Liabilities

£9.85M

Net Assets

£957.0K

Turnover

£13.06M

Cash

£1.51M

Key Metrics

127

Employees

3

Directors

1

Shareholders

Board of Directors

3
Y
yasmina clare siadatan
director
B
benjamin goss
director
C
christopher harold jones
director

Charges

4

Registered

0

Outstanding

0

Part Satisfied

4

Satisfied

Filed Documents

100
Accounts With Accounts Type Full
Category:Accounts
Date:07-07-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:06-05-2025
Accounts With Accounts Type Full
Category:Accounts
Date:27-06-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:07-05-2024
Certificate Change Of Name Company
Category:Change Of Name
Date:20-11-2023
Change Of Name Notice
Category:Change Of Name
Date:20-11-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:02-11-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:08-08-2023
Termination Secretary Company With Name Termination Date
Category:Officers
Date:08-08-2023
Accounts With Accounts Type Full
Category:Accounts
Date:23-06-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:10-05-2023
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:23-08-2022
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:23-08-2022
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:23-08-2022
Second Filing Of Annual Return With Made Up Date
Category:Annual Return
Date:17-08-2022
Second Filing Of Annual Return With Made Up Date
Category:Annual Return
Date:17-08-2022
Second Filing Of Annual Return With Made Up Date
Category:Annual Return
Date:17-08-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:20-07-2022
Memorandum Articles
Category:Incorporation
Date:20-07-2022
Resolution
Category:Resolution
Date:20-07-2022
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:15-07-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:15-07-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:15-07-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:15-07-2022
Capital Allotment Shares
Category:Capital
Date:13-07-2022
Accounts With Accounts Type Full
Category:Accounts
Date:13-07-2022
Mortgage Satisfy Charge Full
Category:Mortgage
Date:15-06-2022
Confirmation Statement With Updates
Category:Confirmation Statement
Date:03-05-2022
Capital Allotment Shares
Category:Capital
Date:15-11-2021
Change Person Director Company With Change Date
Category:Officers
Date:09-11-2021
Change Person Secretary Company With Change Date
Category:Officers
Date:06-11-2021
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:05-11-2021
Termination Secretary Company With Name Termination Date
Category:Officers
Date:03-09-2021
Appoint Person Secretary Company With Name Date
Category:Officers
Date:03-09-2021
Accounts With Accounts Type Full
Category:Accounts
Date:12-07-2021
Resolution
Category:Resolution
Date:16-06-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:05-05-2021
Capital Allotment Shares
Category:Capital
Date:30-04-2021
Appoint Person Director Company With Name Date
Category:Officers
Date:04-03-2021
Appoint Person Secretary Company With Name Date
Category:Officers
Date:04-03-2021
Termination Secretary Company With Name Termination Date
Category:Officers
Date:04-03-2021
Resolution
Category:Resolution
Date:30-12-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:18-09-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:05-05-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:23-03-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:12-07-2019
Resolution
Category:Resolution
Date:08-06-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:29-04-2019
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:25-01-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:24-09-2018
Termination Secretary Company With Name Termination Date
Category:Officers
Date:03-08-2018
Appoint Person Secretary Company With Name Date
Category:Officers
Date:03-08-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-04-2018
Legacy
Category:Capital
Date:11-04-2018
Capital Statement Capital Company With Date Currency Figure
Category:Capital
Date:11-04-2018
Legacy
Category:Insolvency
Date:11-04-2018
Resolution
Category:Resolution
Date:11-04-2018
Accounts With Accounts Type Full
Category:Accounts
Date:08-03-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:05-02-2018
Resolution
Category:Resolution
Date:11-07-2017
Appoint Person Secretary Company With Name Date
Category:Officers
Date:15-06-2017
Termination Secretary Company With Name Termination Date
Category:Officers
Date:15-06-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:02-05-2017
Accounts With Accounts Type Full
Category:Accounts
Date:29-03-2017
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:29-04-2016
Appoint Person Director Company With Name Date
Category:Officers
Date:04-03-2016
Appoint Person Director Company With Name Date
Category:Officers
Date:12-11-2015
Change Person Director Company With Change Date
Category:Officers
Date:26-10-2015
Change Person Director Company With Change Date
Category:Officers
Date:26-10-2015
Accounts With Accounts Type Full
Category:Accounts
Date:13-10-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:23-04-2015
Mortgage Satisfy Charge Full
Category:Mortgage
Date:07-04-2015
Termination Director Company With Name Termination Date
Category:Officers
Date:02-12-2014
Accounts With Accounts Type Full
Category:Accounts
Date:27-10-2014
Appoint Person Secretary Company With Name Date
Category:Officers
Date:17-10-2014
Termination Secretary Company With Name Termination Date
Category:Officers
Date:17-10-2014
Termination Secretary Company With Name
Category:Officers
Date:17-06-2014
Appoint Person Secretary Company With Name
Category:Officers
Date:17-06-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:29-05-2014
Resolution
Category:Resolution
Date:20-02-2014
Accounts With Accounts Type Group
Category:Accounts
Date:15-08-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:24-05-2013
Change Person Director Company With Change Date
Category:Officers
Date:24-05-2013
Accounts With Accounts Type Group
Category:Accounts
Date:08-04-2013
Appoint Person Director Company With Name
Category:Officers
Date:05-10-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-06-2012
Accounts With Accounts Type Group
Category:Accounts
Date:22-05-2012
Appoint Person Secretary Company With Name
Category:Officers
Date:21-12-2011
Termination Secretary Company With Name
Category:Officers
Date:20-12-2011
Termination Director Company With Name
Category:Officers
Date:20-12-2011
Resolution
Category:Resolution
Date:07-07-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:24-05-2011
Appoint Person Director Company With Name
Category:Officers
Date:23-05-2011
Accounts With Accounts Type Group
Category:Accounts
Date:22-03-2011
Resolution
Category:Resolution
Date:07-01-2011
Resolution
Category:Resolution
Date:07-01-2011
Resolution
Category:Resolution
Date:07-01-2011
Resolution
Category:Resolution
Date:07-01-2011
Accounts With Accounts Type Group
Category:Accounts
Date:14-06-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:14-05-2010

Innovate Grants

1

This company received a grant of £17816.0 for International Risk & Suitability Profiling. The project started on 01/12/2021 and ended on 28/02/2022.

Import / Export

Imports
12 Months0
60 Months0
Exports
12 Months0
60 Months0

Risk Assessment

moderate risk

International Score

Future Factor

fair

Performance Rating

Accounts

Typefull accounts
Due Date31/03/2026
Filing Date30/06/2025
Latest Accounts30/06/2024

Trading Addresses

C/O Moorcrofts Llp Thames House, Mere Park, Dedmere Road, Marlow, Buckinghamshire Sl7 1Pb, SL71PBRegistered

Related Companies

1
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live

Contact

03336000500
info@dynamicplanner.comsales@dynamicplanner.comsupport@dynamicplanner.comu0022@dynamicplanner.com
dynamicplanner.com
C/O Moorcrofts Llp Thames House, Mere Park, Dedmere Road, Marlow, SL71PB