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BALANCE: WEALTH PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of BALANCE: WEALTH PLANNING LIMITED

According to BALANCE: WEALTH PLANNING LIMITED latest financial report submitted on 2021-06-30, the company has a Cash of £271,346.00, Total-Assets of £415,671.00 while the Working-Capital is £320,338.00. Compared with the previous year, the company reported a Cash increase of 50.1%, which is an equivalent of -135938. At the same time, the Total-Assets went up by 32.25%, or by -134061.



Consolidated A/cs

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Turnover 2021

£ -

  • Consolidated A/cs

    N

  • Reporting period

    12

  • Working Capital

    £ 320338

  • Profit after Tax

    £ -

Reporting period Full financial info

BALANCE: WEALTH PLANNING LIMITED Business Credit Report

A Business Credit Report for BALANCE: WEALTH PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for BALANCE: WEALTH PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

BALANCE: WEALTH PLANNING LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

BALANCE: WEALTH PLANNING LIMITED Directors and key executives

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BALANCE: WEALTH PLANNING LIMITED currently employs 12 people. Compared with the previous year, the company has reported a staff increase of 9%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at BALANCE: WEALTH PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

12

109%

1y growth

85%

2y growth

Management Level


75

Middle

25

Operational

×
Employee Job Title Email Phone Country
Dani Nicholls paraplanning manager
****@balancewealth.uk
- GB
Carolyn Talkes-Nicholls Director
-
- GB
Rebecca Aldridge Director
-
- GB
Matthew Aldridge Director
-
- GB
Krupesh Kotecha Director
-
- GB

Get in touch with 10 of contacts working at BALANCE: WEALTH PLANNING LIMITED

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BALANCE: WEALTH PLANNING LIMITED Ownership and Group Structure

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BALANCE: WEALTH PLANNING LIMITED is a holding company that owns 2 of business within its group, including BALANCE: WEALTH P***************, BALANCE: TRUS************.


BALANCE: WEALTH PLANNING LIMITED Shareholders

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There are currently 1 people with significant control at BALANCE: WEALTH PLANNING LIMITED. One of of major shareholders of BALANCE: WEALTH PLANNING LIMITED is REBECCA ALDRIDGE, which owns 300 ORDINARY A shares, with a total value of 300 GBP.


Name Quantity Share Type Value
REBECCA ALDRIDGE 300 ORDINARY A 300 GBP

BALANCE: WEALTH PLANNING LIMITED competitors:

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Top 5 similar companies of BALANCE: WEALTH PLANNING LIMITED are NATWEST MARKETS PLC, ST. JAMES'S PLACE WEALTH MANAGEMENT PLC, JDX CONSULTING LIMITED, AJ BELL MANAGEMENT LIMITED, WARWICK ESTATES PROPERTY MANAGEMENT LTD. View and export all the competitor list of BALANCE: WEALTH PLANNING LIMITED by upgrading your account here.


NATWEST MARKETS PLC


Revenue
605,000,000.0
Age
38 years
Employees
2200
Industry
View Finance & Insurance
Website
View http://www.n**********

ST. JAMES'S PLACE WEALTH MANAGEMENT PLC


Revenue
1,209,478,000.0
Age
22 years
Employees
364
Industry
View Financial Services
Website
View http://s*******

JDX CONSULTING LIMITED


Revenue
29,128,915.0
Age
12 years
Employees
395
Industry
View Financial Services
Website
View https://delta***********

AJ BELL MANAGEMENT LIMITED


Revenue
51,725,000.0
Age
22 years
Employees
548
Industry
View Financial Services
Website
View http://www.a***********

WARWICK ESTATES PROPERTY MANAGEMENT LTD


Revenue
10,212,958.0
Age
15 years
Employees
179
Industry
View Finance & Insurance
Website
View www.warwicke**********

BALANCE: WEALTH PLANNING LIMITED news & activities:

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EBITDA

The BALANCE: WEALTH PLANNING LIMITED-based company said the adjusted EBITDA is now £3,826.00, compared with the previous year of 3978.

uk.globaldatabase.com

2021-06-30

Employees

BALANCE: WEALTH PLANNING LIMITED number of employees has increased by 9% compared with previous year and now represents a total number of 12.

uk.globaldatabase.com

2021-06-30

Frequently Asked Questions regarding BALANCE: WEALTH PLANNING LIMITED


Where is BALANCE: WEALTH PLANNING LIMITED registered office?

BALANCE: WEALTH PLANNING LIMITED is located at THE POINT LOUGHBOROUGH ROAD WEST BRIDGFORD, United Kingdom.

How can I contact BALANCE: WEALTH PLANNING LIMITED?

You can call BALANCE: WEALTH PLANNING LIMITED at the following number +441157******

What is the website of BALANCE: WEALTH PLANNING LIMITED?

BALANCE: WEALTH PLANNING LIMITED website is balancewealth.uk

How many people work at BALANCE: WEALTH PLANNING LIMITED?

According to the latest account statement, there are currently 12 of employees working for BALANCE: WEALTH PLANNING LIMITED.

What is BALANCE: WEALTH PLANNING LIMITED EBITDA?

For 2021, BALANCE: WEALTH PLANNING LIMITED has reported an EBITDA of £3,826.00, which went up by 3.97% compared to previous year.

What is the Business Credit Score of BALANCE: WEALTH PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of BALANCE: WEALTH PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does BALANCE: WEALTH PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for BALANCE: WEALTH PLANNING LIMITED, you will be able to gain more insights about the BALANCE: WEALTH PLANNING LIMITED payment trends.

Who is the Ultimate Parent of the BALANCE: WEALTH PLANNING LIMITED?

Information about the ultimate beneficial ownership BALANCE: WEALTH P*************** of BALANCE: WEALTH PLANNING LIMITED is available when you order a business credit report.

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