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ELEMENTARY FINANCIAL PLANNING LTD Active

Financial Services


Contact information


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Financial statements of ELEMENTARY FINANCIAL PLANNING LTD

According to ELEMENTARY FINANCIAL PLANNING LTD latest financial report submitted on 2024-03-31, the company has a Cash of £332,994.00, Total-Assets of £438,450.00 while the Working-Capital is £341,323.00. Compared with the previous year, the company reported a Cash decrease of -13.69%, which is an equivalent of 45577. At the same time, the Total-Assets went down by -4.35%, or by 19076.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 341323

EBITDA

ELEMENTARY FINANCIAL PLANNING LTD Business Credit Report

A Business Credit Report for ELEMENTARY FINANCIAL PLANNING LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for ELEMENTARY FINANCIAL PLANNING LTD, 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

ELEMENTARY FINANCIAL PLANNING LTD

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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

ELEMENTARY FINANCIAL PLANNING LTD Directors and key executives

ELEMENTARY FINANCIAL PLANNING LTD currently employs 11 people. Compared with the previous year, the company has reported a staff increase of 10%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at ELEMENTARY FINANCIAL PLANNING LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

11

110%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Jane Bower Director
**********@elementaryfp.co.uk
- GB
John Simmons Director
***********@elementaryfp.co.uk
- GB
Mark Rockliffe Director
-
- GB
Philip Bower Director
-
- GB
Keith Bonner Director
-
- GB

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ELEMENTARY FINANCIAL PLANNING LTD Ownership and Group Structure

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ELEMENTARY FINANCIAL PLANNING LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 4 people with significant control at ELEMENTARY FINANCIAL PLANNING LTD. One of of major shareholders of ELEMENTARY FINANCIAL PLANNING LTD is NICOLA LOUISE SIMMONS, which owns 7425 ORDINARY shares, with a total value of 7,425 GBP and MRS JANE YVON BOWER, which owns 3750 ORDINARY shares, with a total value of 3,750 GBP and JOHN DAVID SIMMONS, which owns 75 ORDINARY shares, with a total value of 75 GBP and PHILIP WILLIAM HENSLEY BOWER, which owns 3750 ORDINARY shares, with a total value of 3,750 GBP.


Name Quantity Share Type Value
NICOLA LOUISE SIMMONS
7425 ORDINARY 7425 GBP
MRS JANE YVON BOWER
3750 ORDINARY 3750 GBP
JOHN DAVID SIMMONS
75 ORDINARY 75 GBP
PHILIP WILLIAM HENSLEY BOWER
3750 ORDINARY 3750 GBP

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ELEMENTARY FINANCIAL PLANNING LTD competitors:

Top 5 similar companies of ELEMENTARY FINANCIAL PLANNING LTD are MORGAN STANLEY UK GROUP, DWS INVESTMENTS UK LIMITED, SAUNDERSON HOUSE LIMITED, RENAISSANCE CAPITAL LIMITED, SCHRODER VENTURES INVESTMENT ADVISERS LIMITED. View and export all the competitor list of ELEMENTARY FINANCIAL PLANNING LTD by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

DWS INVESTMENTS UK LIMITED


Revenue
182,067,348.203965
Age
21 years
Employees
104
Industry
View Finance & Insurance
Website
View https://banke************

SAUNDERSON HOUSE LIMITED


Revenue
19,469,814.0
Age
57 years
Employees
194
Industry
View Foreign Insurance Companies Service Offices
Website
View https://saunders**************

RENAISSANCE CAPITAL LIMITED


Revenue
6.0
Age
30 years
Employees
64
Industry
View Banks
Website
View https://re*********

SCHRODER VENTURES INVESTMENT ADVISERS LIMITED


Revenue
8,175.0
Age
37 years
Employees
64
Industry
View Banks
Website
View Not available

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ELEMENTARY FINANCIAL PLANNING LTD news & activities:


EBITDA

The ELEMENTARY FINANCIAL PLANNING LTD-based company said the adjusted EBITDA is now £4,624.00, compared with the previous year of 6209.

uk.globaldatabase.com

2024-03-31

Employees

ELEMENTARY FINANCIAL PLANNING LTD number of employees has increased by 10% compared with previous year and now represents a total number of 11.

uk.globaldatabase.com

2024-03-31

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Frequently Asked Questions regarding ELEMENTARY FINANCIAL PLANNING LTD


Where is ELEMENTARY FINANCIAL PLANNING LTD registered office?

ELEMENTARY FINANCIAL PLANNING LTD is located at 5th Floor Park Gate 161-163 Preston Road, United Kingdom.

How can I contact ELEMENTARY FINANCIAL PLANNING LTD?

You can call ELEMENTARY FINANCIAL PLANNING LTD at the following number +441903******

What is the website of ELEMENTARY FINANCIAL PLANNING LTD?

ELEMENTARY FINANCIAL PLANNING LTD website is https://elementaryfp.co.uk/

How many people work at ELEMENTARY FINANCIAL PLANNING LTD?

According to the latest account statement, there are currently 11 of employees working for ELEMENTARY FINANCIAL PLANNING LTD.

What is ELEMENTARY FINANCIAL PLANNING LTD EBITDA?

For 2024, ELEMENTARY FINANCIAL PLANNING LTD has reported an EBITDA of £4,624.00, which went up by 34.28% compared to previous year.

What is the Business Credit Score of ELEMENTARY FINANCIAL PLANNING LTD and how reliable is the company?

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

Does ELEMENTARY FINANCIAL PLANNING LTD pay their invoices on time?

By requesting a Business Credit Report for ELEMENTARY FINANCIAL PLANNING LTD, you will be able to gain more insights about the ELEMENTARY FINANCIAL PLANNING LTD payment trends.

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