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Home > England & Wales Companies > ADLER FINANCIAL PLANNING LIMITED
Company Information for

ADLER FINANCIAL PLANNING LIMITED

Prudent House 50 Yardley Road, Acocks Green, Birmingham, B27 6LG,
Company Registration Number
06848531
Private Limited Company
Active

Company Overview

About Adler Financial Planning Ltd
ADLER FINANCIAL PLANNING LIMITED was founded on 2009-03-16 and has its registered office in Birmingham. The organisation's status is listed as "Active". Adler Financial Planning Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
ADLER FINANCIAL PLANNING LIMITED
 
Legal Registered Office
Prudent House 50 Yardley Road
Acocks Green
Birmingham
B27 6LG
Other companies in B27
 
Filing Information
Company Number 06848531
Company ID Number 06848531
Date formed 2009-03-16
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 2023-03-31
Account next due 2024-12-31
Latest return 2024-03-20
Return next due 2025-04-03
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-03-27 12:43:00
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for ADLER FINANCIAL PLANNING LIMITED
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Company Officers of ADLER FINANCIAL PLANNING LIMITED

Current Directors
Officer Role Date Appointed
SHIRLEY JANE ADLER
Company Secretary 2009-03-16
ANDRE JOHN ADLER
Director 2009-03-16
SHIRLEY JANE ADLER
Director 2009-03-16
TIMOTHY STUART BURKIN
Director 2009-03-16
BARRIE JOHN VINER
Director 2009-03-16

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
TIMOTHY STUART BURKIN THE COACH HOUSE MANAGEMENT COMPANY (HASELEY) LIMITED Director 2011-01-19 CURRENT 2006-04-21 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-03-27CONFIRMATION STATEMENT MADE ON 20/03/24, WITH NO UPDATES
2023-09-2531/03/23 ACCOUNTS TOTAL EXEMPTION FULL
2023-03-20CONFIRMATION STATEMENT MADE ON 20/03/23, WITH NO UPDATES
2022-12-1931/03/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-12-19AA31/03/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-06-29AP01DIRECTOR APPOINTED MR EAMONN SULLIVAN
2022-03-24CS01CONFIRMATION STATEMENT MADE ON 23/03/22, WITH NO UPDATES
2021-12-2031/03/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-12-20AA31/03/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-04-23SH02Consolidation of shares on 2021-03-12
2021-04-10SH08Change of share class name or designation
2021-03-31CS01CONFIRMATION STATEMENT MADE ON 31/03/21, WITH UPDATES
2021-01-06AA31/03/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-06-03RES01ADOPT ARTICLES 03/06/20
2020-06-03MEM/ARTSARTICLES OF ASSOCIATION
2020-05-14SH08Change of share class name or designation
2020-05-07SH0120/01/20 STATEMENT OF CAPITAL GBP 106
2020-05-06CS01CONFIRMATION STATEMENT MADE ON 03/04/20, WITH UPDATES
2020-03-30CS01CONFIRMATION STATEMENT MADE ON 24/03/20, WITH UPDATES
2020-03-25PSC04Change of details for Mr Stuart Timothy Burkin as a person with significant control on 2020-01-20
2020-03-24PSC04Change of details for Mr Timothy Stuart Burkin as a person with significant control on 2020-01-20
2020-03-24CH01Director's details changed for Mr Timothy Stuart Burkin on 2020-02-24
2020-03-24CS01CONFIRMATION STATEMENT MADE ON 13/03/20, WITH UPDATES
2019-12-11AA31/03/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-09-16PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL BARRIE JOHN VINER
2019-08-20CS01CONFIRMATION STATEMENT MADE ON 13/03/19, WITH NO UPDATES
2019-08-20PSC04Change of details for Mr Timothy Stuart Burkin as a person with significant control on 2018-11-22
2019-08-20PSC07CESSATION OF ANDRE JOHN ADLER AS A PERSON OF SIGNIFICANT CONTROL
2019-03-25CS01CONFIRMATION STATEMENT MADE ON 12/03/19, WITH UPDATES
2019-01-15SH03Purchase of own shares
2019-01-04SH06Cancellation of shares. Statement of capital on 2018-11-22 GBP 53
2019-01-04RES13Resolutions passed:
  • Approval of off market purchase 22/11/2018
2018-11-28TM02Termination of appointment of Shirley Jane Adler on 2018-11-22
2018-11-27TM01APPOINTMENT TERMINATED, DIRECTOR SHIRLEY JANE ADLER
2018-10-31AA31/03/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-03-12LATEST SOC12/03/18 STATEMENT OF CAPITAL;GBP 100
2018-03-12CS01CONFIRMATION STATEMENT MADE ON 12/03/18, WITH UPDATES
2017-03-20LATEST SOC20/03/17 STATEMENT OF CAPITAL;GBP 100
2017-03-20CS01CONFIRMATION STATEMENT MADE ON 16/03/17, WITH UPDATES
2016-11-28AA31/03/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-03-16LATEST SOC16/03/16 STATEMENT OF CAPITAL;GBP 100
2016-03-16AR0116/03/16 ANNUAL RETURN FULL LIST
2015-06-29AA31/03/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-03-16LATEST SOC16/03/15 STATEMENT OF CAPITAL;GBP 100
2015-03-16AR0116/03/15 ANNUAL RETURN FULL LIST
2014-09-08AAFULL ACCOUNTS MADE UP TO 31/03/14
2014-03-20LATEST SOC20/03/14 STATEMENT OF CAPITAL;GBP 100
2014-03-20AR0116/03/14 ANNUAL RETURN FULL LIST
2013-08-27AA31/03/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-03-19AR0116/03/13 ANNUAL RETURN FULL LIST
2012-07-27AA31/03/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-03-16AR0116/03/12 ANNUAL RETURN FULL LIST
2011-08-08AA31/03/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-05-04AR0116/03/11 ANNUAL RETURN FULL LIST
2011-05-04CH01Director's details changed for Mr Timothy Stuart Burkin on 2011-04-21
2011-02-23CH01Director's details changed for Timothy Stuart Burkin on 2011-02-23
2010-08-18AA31/03/10 TOTAL EXEMPTION SMALL
2010-03-31AR0116/03/10 FULL LIST
2009-10-22RES01ALTER ARTICLES
2009-04-16287REGISTERED OFFICE CHANGED ON 16/04/2009 FROM STERLING HOUSE 71 FRANCIS ROAD EDGBASTON BIRMINGHAM WEST MIDLANDS B16 8SP UNITED KINGDOM
2009-03-16NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to ADLER FINANCIAL PLANNING LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against ADLER FINANCIAL PLANNING LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
ADLER FINANCIAL PLANNING LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges1.5099
MortgagesNumMortOutstanding0.9593
MortgagesNumMortPartSatisfied0.007
MortgagesNumMortSatisfied0.5496

This shows the max and average number of mortgages for companies with the same SIC code of 64999 - Financial intermediation not elsewhere classified

Intangible Assets
Patents
We have not found any records of ADLER FINANCIAL PLANNING LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for ADLER FINANCIAL PLANNING LIMITED
Trademarks
We have not found any records of ADLER FINANCIAL PLANNING LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for ADLER FINANCIAL PLANNING LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as ADLER FINANCIAL PLANNING LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where ADLER FINANCIAL PLANNING LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded ADLER FINANCIAL PLANNING LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded ADLER FINANCIAL PLANNING LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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