Batesmillfield Financial Planning (SW) Limited

Active06003309 Private limited company
Incorporated
20 November 2006 (19 years)
Industry
Activities auxiliary to financial intermediation n.e.c. (66190)
Directors
Julie Anne Atkinson
Owned by
Julie Anne Atkinson
Carl Frank Atkinson
Accounts type
Micro entity
Region
South West
Address
17 Wheatridge
Plympton
Plymouth
PL7 4QZ

Filing status

Accounts due
31 August 2027
Last accounts
30 November 2025
Conf. stmt due
4 December 2026
Last conf. stmt
20 November 2025

Officers 3 active

Officer details are public data from the Companies House register.

Atkinson, Julie Anne
Director · Appointed 30 November 2016
British
Born July 1966 (60)
Atkinson, Julie Anne
Secretary · Appointed 20 November 2006
British
Director · Appointed 20 November 2006
British
Born November 1964
Officer history (2 former)
30 November 2016
Appointed Atkinson, Julie Anne as Director
20 November 2006
Appointed Atkinson, Julie Anne as Secretary
20 November 2006
Appointed Atkinson, Carl Frank as Director
20 November 2006
Appointed Secretarial Appointments Limited as Corporate Nominee Secretary
20 November 2006
Resigned Secretarial Appointments Limited as Corporate Nominee Secretary
20 November 2006
Appointed Corporate Appointments Limited as Corporate Nominee Director
20 November 2006
Resigned Corporate Appointments Limited as Corporate Nominee Director

Ownership 2 active

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

Julie Anne Atkinson
Individual · Notified 6 April 2017
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born July 1966 (60)
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
British
Born November 1964

Financials

Net Assets
£103,666
Employees
2
Current Ratio
9.7x

Trend

Net Assets
£0 £50k £100k £150k £200k 2019 2020 2021 2022 2023 2024 £192,790 £171,810 £173,473 £186,080 £155,234 £103,666
Balance sheet detail
202420232022202120202019
Current Assets£121,868£172,628£245,764£251,428£236,184£258,638
Creditors (< 1 year)£12,552£17,394£59,684£77,955£64,374£65,848
Net Current Assets£155,234£186,080£173,473£171,810£192,790
Net Assets£103,666£155,234£186,080£173,473£171,810£192,790
Shareholder Funds£103,666£155,234£186,080£173,473£171,810£192,790

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
28 August 2026Micro company accounts30 November 2025
2 December 2025Confirmation statement with no updates20 November 2025
31 July 2025Micro company accounts30 November 2024
9 May 2025Registered office address changed
22 November 2024Confirmation statement with no updates20 November 2024
Show all recent filings

Other companies in this industry

By trade and location

New Financial Advisers →New companies in Plymouth →New Financial Advisers in Plymouth →

Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →

← Back to companies Official record on Companies House ↗

Already have an account?

Create your account

Save searches and get the weekly email of new matches.

First name is required.
Last name is required.
Enter an email address like name@example.com.
Must be at least 8 characters. Password must be at least 8 characters.

Already have an account?