Julia Williams Financial Planning Ltd
Registered name: JULIA WILLIAMS FINANCIAL PLANNING LTD
Part of Amber River Group Limited groupJulia Williams Financial Planning Ltd does not publish its revenue or profit. Its accounts to 31 Aug 2023 show net assets of £21k and 5 employees.
Julia Williams Financial Planning Ltd did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 Aug 2023 showed net assets of £21k and 5 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in Keith.
- Status
- Active
- Location
- Keith, Scotland
- Age
- 4 yrs · since 2022
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Julia Williams Financial Planning Ltd’s accounts for the year to 31 Aug 2023 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 5
- Net assets
- £21k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Aug 2023 |
|---|---|
| Disclosure | No P&L |
| Profit & loss | |
| Revenue (turnover) | — |
| Profit (best available) | — |
| Employees (average) | 5 |
| Ratios | |
| Profit margin | — |
| Balance sheet — indirect signals, not revenue | |
| Cash at bank | £43.4k |
| Net assets | £21k |
| Fixed assets | £1.8k |
| Current assets | £51.3k |
| Debtors | £7.9k |
| Source | FullAccounts · bulk data Nov 2023 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- —
- Now £21k
- Cash at bank
- —
- Now £43.4k
- Headcount
- —
- Now 5
- Deferred income
- —
- Now —
- Fixed assets
- —
- Now £1.8k
Group structure
Ownership chain
- Amber River Group Limitedultimate parent75–100%
- CM Bidco Limited75–100%
- Julia Williams Financial Planning Ltdthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (3)
- Airp Holdings LtdFigures not disclosed
- Campbell & McConnachie LimitedFigures not disclosed
- Oakbank Financial Services Ltd.Active - Proposal to Strike offFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 31 Aug 2023, from the Companies House accounts bulk data published Nov 2023. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.