Balance: Wealth Planning Limited
- Company number
- 08552799
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 3 Jun 2013
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
Registered office
Previous names
- Think Smarter Consulting Limited (until 20 Oct 2014)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| LOVELL, Susan Claire | Director | 12 Oct 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Rebecca Elizabeth Aldridge | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | £329,177 | £208,630 | 23 |
| 30 Jun 2024 | £268,335 | £162,537 | 21 |
| 30 Jun 2023 | £250,357 | £133,780 | 17 |
| 30 Jun 2022 | £256,030 | £132,981 | 15 |
| 30 Jun 2021 | £198,329 | £271,346 | 12 |
| 30 Jun 2020 | £171,245 | £135,408 | 11 |
| 30 Jun 2019 | £157,332 | £122,003 | 13 |
| 30 Jun 2018 | £123,289 | £158,416 | 12 |
| 30 Jun 2017 | £88,195 | £99,676 | 6 |
| 30 Jun 2016 | £34,256 | £45,789 | - |
| 30 Jun 2015 | £17,679 | £13,783 | - |
| 30 Jun 2014 | £2,862 | £14,199 | - |
Connections
Controls
- Balance: Trustees Limited (10266599)
Directors’ other companies
- LOVELL, Susan Claire - Director at Balance: Trustees Limited
Companies at the same address
- Balance: Platform Services Limited (13247835)
- Balance: Trustees Limited (10266599)