Fee-Only Planning Limited

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Micro

Fee-only Planning Limited

04230704Private Limited With Share Capital

House Of Owls, Buryas Bridge, Penzance, Cornwall, TR196AS
Incorporated

07/06/2001

Company Age

24 years

Directors

3

Employees

2

SIC Code

74100

Risk

very low risk

Company Overview

Registration, classification & business activity

Fee-only Planning Limited (04230704) is a private limited with share capital incorporated on 07/06/2001 (24 years old) and registered in cornwall, TR196AS. The company operates under SIC code 74100 - specialised design activities.

Fee-only planning offers a turnkey client data capture web site for fee-only advisers, plus software and masterclasses in fee-only planning. the software covers client management systems, asset management, service tracking, time logs, billing, data analysis, and financial plan creation.

Private Limited With Share Capital
SIC: 74100
Micro
Incorporated 07/06/2001
TR196AS
2 employees

Financial Overview

Total Assets

£55.1K

Liabilities

£570

Net Assets

£54.5K

Turnover

£3.0K

Cash

£0

Key Metrics

2

Employees

3

Directors

2

Shareholders

Board of Directors

2

Filed Documents

70
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:29-03-2026
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-07-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:21-03-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-07-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:19-03-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:07-07-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:01-03-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-07-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:22-03-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:09-07-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:10-02-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:05-07-2020
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:25-02-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-07-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:08-03-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:09-07-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:09-03-2018
Confirmation Statement With Updates
Category:Confirmation Statement
Date:04-07-2017
Capital Allotment Shares
Category:Capital
Date:04-07-2017
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:23-02-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:07-07-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:08-02-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:04-08-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:05-03-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:17-07-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-03-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:17-07-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:02-04-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:30-07-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:30-03-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:01-08-2011
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:31-03-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:17-08-2010
Change Person Director Company With Change Date
Category:Officers
Date:17-08-2010
Change Person Director Company With Change Date
Category:Officers
Date:17-08-2010
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:17-03-2010
Legacy
Category:Annual Return
Date:31-07-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:10-03-2009
Legacy
Category:Annual Return
Date:20-08-2008
Legacy
Category:Officers
Date:20-08-2008
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:24-07-2008
Legacy
Category:Annual Return
Date:01-08-2007
Legacy
Category:Address
Date:01-08-2007
Legacy
Category:Address
Date:01-08-2007
Legacy
Category:Address
Date:01-08-2007
Legacy
Category:Address
Date:01-08-2007
Legacy
Category:Address
Date:01-08-2007
Legacy
Category:Address
Date:01-08-2007
Legacy
Category:Officers
Date:01-08-2007
Legacy
Category:Address
Date:01-08-2007
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:30-04-2007
Legacy
Category:Annual Return
Date:13-07-2006
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:10-05-2006
Legacy
Category:Annual Return
Date:21-07-2005
Accounts With Accounts Type Dormant
Category:Accounts
Date:29-04-2005
Legacy
Category:Annual Return
Date:10-08-2004
Accounts With Accounts Type Dormant
Category:Accounts
Date:28-04-2004
Legacy
Category:Annual Return
Date:12-07-2003
Accounts With Accounts Type Dormant
Category:Accounts
Date:07-03-2003
Legacy
Category:Address
Date:23-01-2003
Legacy
Category:Capital
Date:07-08-2002
Legacy
Category:Annual Return
Date:22-07-2002
Legacy
Category:Officers
Date:22-07-2002
Legacy
Category:Address
Date:11-07-2002
Legacy
Category:Officers
Date:03-07-2001
Legacy
Category:Officers
Date:03-07-2001
Legacy
Category:Address
Date:03-07-2001
Legacy
Category:Officers
Date:03-07-2001
Legacy
Category:Officers
Date:03-07-2001
Incorporation Company
Category:Incorporation
Date:07-06-2001

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typemicro-entity accounts
Due Date31/03/2027
Filing Date29/03/2026
Latest Accounts30/06/2025

Trading Addresses

House Of Owls, Buryas Bridge, Penzance, Cornwall, TR196AS

Related Companies

1

Contact

fee-only.net
House Of Owls, Buryas Bridge, Penzance, Cornwall, TR196AS