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SUMMIT FINANCIAL PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of SUMMIT FINANCIAL PLANNING LIMITED

According to SUMMIT FINANCIAL PLANNING LIMITED latest financial report submitted on 2021-10-31, the company has a Cash of £84,418.00, Total-Assets of £744,177.00 while the Working-Capital is £582,986.00. Compared with the previous year, the company reported a Cash increase of 47.02%, which is an equivalent of -39691. At the same time, the Total-Assets went up by 13.96%, or by -103873.



Consolidated A/cs

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Turnover 2021

£ -

  • Consolidated A/cs

    N

  • Reporting period

    12

  • Working Capital

    £ 582986

  • Profit after Tax

    £ -

Reporting period Full financial info

SUMMIT FINANCIAL PLANNING LIMITED Business Credit Report

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

SUMMIT FINANCIAL 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

SUMMIT FINANCIAL PLANNING LIMITED Directors and key executives

View all employees

SUMMIT FINANCIAL PLANNING LIMITED currently employs 5 people. Compared with the previous year, the company has reported a staff increase of 25%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at SUMMIT FINANCIAL 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

5

125%

1y growth

100%

2y growth

Management Level


67

Middle

33

Operational

×
Employee Job Title Email Phone Country
Jody Burns Managing Director And Independent Financial Planner
****@summitfp.co.uk
- GB
Jody Burns Director
-
- GB
Jon Briggs Technical Analyst
***@summitfp.co.uk
- GB
Amanda Burns Practice And Finance Manager
-
- GB

Get in touch with 4 of contacts working at SUMMIT FINANCIAL PLANNING LIMITED

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SUMMIT FINANCIAL PLANNING LIMITED Shareholders

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There are currently 2 people with significant control at SUMMIT FINANCIAL PLANNING LIMITED. One of of major shareholders of SUMMIT FINANCIAL PLANNING LIMITED is JODY WILLIAM BURNS, which owns 81 ORDINARY A shares, with a total value of 81 GBP and AMANDA BURNS, which owns 19 ORDINARY B shares, with a total value of 19 GBP.


Name Quantity Share Type Value
JODY WILLIAM BURNS 81 ORDINARY A 81 GBP
AMANDA BURNS 19 ORDINARY B 19 GBP

SUMMIT FINANCIAL PLANNING LIMITED competitors:

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Top 5 similar companies of SUMMIT FINANCIAL PLANNING LIMITED are MONAHANS FINANCIAL SERVICES LIMITED, EVOLUTION MARKETS LIMITED, EXPORT MANAGEMENT SERVICES LIMITED, CAL INVESTMENTS LIMITED, CREDO CLAIMS LIMITED. View and export all the competitor list of SUMMIT FINANCIAL PLANNING LIMITED by upgrading your account here.


MONAHANS FINANCIAL SERVICES LIMITED


Revenue
-
Age
23 years
Employees
25
Industry
View Foreign Insurance Companies Service Offices
Website
View http://www.mo************

EVOLUTION MARKETS LIMITED


Revenue
13,522,293.0
Age
19 years
Employees
26
Industry
View Financial Services
Website
View http://evom**********

EXPORT MANAGEMENT SERVICES LIMITED


Revenue
-
Age
62 years
Employees
2
Industry
View Financial Services
Website
View http://cyrilr************

CAL INVESTMENTS LIMITED


Revenue
-
Age
42 years
Employees
5
Industry
View Financial Services
Website
View www.calinves**********

CREDO CLAIMS LIMITED


Revenue
-15,722.0
Age
10 years
Employees
3
Industry
View Financial Services
Website
View -

SUMMIT FINANCIAL PLANNING LIMITED news & activities:

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EBITDA

The SUMMIT FINANCIAL PLANNING LIMITED-based company said the adjusted EBITDA is now £19,512.00, compared with the previous year of 21517.

uk.globaldatabase.com

2021-10-31

Employees

SUMMIT FINANCIAL PLANNING LIMITED number of employees has increased by 25% compared with previous year and now represents a total number of 5.

uk.globaldatabase.com

2021-10-31

Frequently Asked Questions regarding SUMMIT FINANCIAL PLANNING LIMITED


Where is SUMMIT FINANCIAL PLANNING LIMITED registered office?

SUMMIT FINANCIAL PLANNING LIMITED is located at 160 AZTEC AZTEC WEST, United Kingdom.

How can I contact SUMMIT FINANCIAL PLANNING LIMITED?

You can call SUMMIT FINANCIAL PLANNING LIMITED at the following number +441454******

What is the website of SUMMIT FINANCIAL PLANNING LIMITED?

SUMMIT FINANCIAL PLANNING LIMITED website is www.summitfp.co.uk

How many people work at SUMMIT FINANCIAL PLANNING LIMITED?

According to the latest account statement, there are currently 5 of employees working for SUMMIT FINANCIAL PLANNING LIMITED.

What is SUMMIT FINANCIAL PLANNING LIMITED EBITDA?

For 2021, SUMMIT FINANCIAL PLANNING LIMITED has reported an EBITDA of £19,512.00, which went up by 10.28% compared to previous year.

What is the Business Credit Score of SUMMIT FINANCIAL PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of SUMMIT FINANCIAL 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 SUMMIT FINANCIAL PLANNING LIMITED pay their invoices on time?

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

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