BALANCE: WEALTH PLANNING LIMITED
Company number 08552799 · Monitor this company
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Shareholders' funds
£275,451
Balance sheet as at 2025-06-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 2013-06-03
- Employees
- 23 (2025 accounts · was 21 in 2024)
- Registered office
- The Point Loughborough Road, West Bridgford, Nottingham, England, NG2 7QW
- Postcode
- NG2 7QW
- Capital
- 300 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-06-30
- Next due by
- 2027-03-31
- Financial year end
- 30 June
Confirmation statement
- Last statement dated
- 2026-06-03
- Next due by
- 2027-06-17
Nature of business (SIC)
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 3 current · 4 resigned
Group structure 1 subsidiary
From persons-with-significant-control filings on the public register.
Contact details
- Website
- balancewealth.uk
- Phone
- 01157722126, 01332492126
At Balance: Wealth Planning, our West Bridgford based professional financial advisers offer expert financial advice across Nottingham & Derby.
Previous company names
| Name | Date changed |
|---|---|
| THINK SMARTER CONSULTING LIMITED | 2014-10-20 |
Previous registered addresses 3
| Address | Changed on |
|---|---|
| TRENT BUSINESS CENTRE THOROTON ROAD, WEST BRIDGFORD, NOTTINGHAM, NG2 5FT, ENGLAND | 2019-03-05 |
| CIVIC CENTRE PAVILION ROAD, WEST BRIDGFORD, NOTTINGHAM, NG2 5AW, ENGLAND | 2017-03-28 |
| 45 STAMFORD ROAD, WEST BRIDGFORD, NOTTINGHAM, NG2 6GD | 2016-02-02 |
Among its peers
Top 25%
by shareholders' funds, of 74 similar companies in NG
The largest employer among its local peers (23 staff).
Among the oldest 25% of its local peers, trading since 2013.
Competitors Nottingham
This company ranks 12 among activities auxiliary to financial intermediation not elsewhere classified in Nottingham.
The class of 2013
30%
of the 917 companies in this sector incorporated in 2013 are still active today; 66% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.