# Balance: Wealth Planning Limited

## Details

- **Company number:** [08552799](https://find-and-update.company-information.service.gov.uk/company/08552799)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 3 Jun 2013
- **Registered office:** THE POINT LOUGHBOROUGH ROAD, WEST BRIDGFORD, NOTTINGHAM, NG2 7QW
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.


## Previous names

- Think Smarter Consulting Limited (until 20 Oct 2014)




## 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 | 21 |
| 30 Jun 2024 | £268,335 | £162,537 | 17 |
| 30 Jun 2023 | £250,357 | £133,780 | 15 |
| 30 Jun 2022 | £256,030 | £132,981 | 12 |
| 30 Jun 2021 | £198,329 | £271,346 | 11 |
| 30 Jun 2020 | £171,245 | £135,408 | 13 |
| 30 Jun 2019 | £157,332 | £122,003 | 12 |
| 30 Jun 2018 | £123,289 | £158,416 | 6 |
| 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 | - |




## Controls

- [Balance: Trustees Limited](/company/10266599) (10266599)




## Companies at the same address

- [Balance: Platform Services Limited](/company/13247835) (13247835)
- [Balance: Trustees Limited](/company/10266599) (10266599)