Equanimity Independent Financial Advisers Limited

Dissolved05064603 Private limited company
Incorporated
5 March 2004
Previously known as
Lifeassurancepolicy.Com Limited (until 24 August 2005)
Industry
Activities auxiliary to financial intermediation n.e.c. (66190)
Accounts type
Small
Region
North West
Address
C/o Grant Thornton UK Advisory & Tax LLP
11th Floor
St Peter's Square 1 Oxford St
Manchester
M1 4PB

Officers

Not loaded yet. See them on Companies House

Ownership 1 at dissolution

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 1 September 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors (as a firm)
Limited Company
Reg. no. 03882013
Former controllers (2)
1 September 2023
Ceased Helen Denise Howcroft — Owns 75–100% of shares
6 April 2016
Ceased Helen Denise Howcroft — Owns 75–100% of shares

Group structure 7 companies

Ownership group derived from the Companies House PSC register

Atomos Financial Planning Limited Owns 75–100% of shares
Define Financial Planning Limited DissolvedOwns 75–100% of shares
Equanimity Independent Financial Advisers Limited This company DissolvedOwns 75–100% of shares
Mwa Financial Advice Ltd Owns 75–100% of shares
Scott's Wealth Management Limited Proposed for strike-offOwns 75–100% of shares
Shore Financial Planning (Plymouth) Limited Status not confirmedOwns 75–100% of shares

Financials

Balance sheet as at 31 October 2023 · small accounts

Net Assets
£496,511
Cash
£514,425
Employees
12
Debt Ratio
23%
Current Ratio
4.1x

Trend

Net Assets
£0 £200k £400k £600k 2020 2021 2022 2023 £189,198 £182,577 £268,268 £496,511
Balance sheet detail
2023202220212020
Fixed Assets£29,171£37,469£10,944£9,976
Current Assets£617,673£331,214£284,023£272,333
Cash£514,425£233,977£260,093£230,242
Creditors (< 1 year)£150,333£100,415£112,390£93,111
Net Current Assets£467,340£230,799£171,633£179,222
Net Assets£496,511£268,268£182,577£189,198
Shareholder Funds£496,511£268,268£182,577£189,198

Filings

Filing history not loaded yet. See it on Companies House

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