Website & contact details
- Website
Barry W P Bennett Ltd
- Incorporated
- 18 April 2013 (13 years)
- Industry
- Financial management (70221)
- Directors
- Karen BennettSimon Peter Bennett
- Controlled by
- Barry William Prosser BennettSimon Peter Bennett
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Barry W P Bennett Ltd T/a Bennett Wealth Planning Woburn HouseThe Rock ComplexYelvertonPL20 6BS
Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 7 May 2027
- Last conf. stmt
- 23 April 2026
Officers 4 active
Officer details are public data from the Companies House register.
Bennett, Karen
Director · Appointed 24 July 2018
British
Born April 1958 (68)
Bennett, Simon Peter
Director · Appointed 24 July 2018
British
Born April 1988 (38)
Bennett, Simon Peter
Secretary · Appointed 18 April 2013
Director · Appointed 18 April 2013
British
Born February 1955 (71)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born February 1955 (71)
Simon Peter Bennett
Individual · Notified 25 July 2016
Has significant influence or control
British
Born April 1988 (38)
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Net Assets
- £79,335
- Cash
- £94,280
- Employees
- 6
- Debt Ratio
- 61%
- Current Ratio
- 1.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £37,142 | £31,769 | £31,855 | £35,492 | ||
| Current Assets | £168,139 | £92,783 | £102,988 | £133,587 | £79,106 | £84,027 |
| Debtors | £73,859 | £59,739 | £43,746 | £75,281 | £62,416 | |
| Cash | £94,280 | £33,044 | £59,242 | £58,306 | £16,690 | |
| Creditors (< 1 year) | £116,675 | £106,271 | £78,770 | £86,833 | £92,587 | £53,951 |
| Net Current Assets | £51,464 | (£13,488) | £24,218 | £46,754 | (£13,481) | £30,076 |
| Net Assets | £79,335 | £18,281 | £56,073 | £78,897 | £20,676 | £65,568 |
| Shareholder Funds | £56,073 | £78,897 | £20,676 | £65,568 |
What Barry W P Bennett say about themselves
“Bennett Wealth Planning is a Devon-based family business offering bespoke wealth management and financial planning for private clients with ongoing, personal, face-to-face service.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 6 May 2026 | Confirmation statement with no updates | 23 April 2026 | ||
| 23 April 2026 | Change of details for a person with significant control | |||
| 23 April 2026 | Director's details changed | |||
| 27 November 2025 | Total exemption full accounts | 30 April 2025 | ||
| 23 April 2025 | Confirmation statement with updates | 23 April 2025 |
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