Back to Dashboard

Bank Statement Details

Bank Information
Bank Name
Account Holder
Coopers IFA Limited
Account Number
Statement Information
Statement Period
2024-11-01 to 2025-10-31
Opening Balance
GBP 18323.18
Closing Balance
GBP 21354.66
Currency
GBP
Processed On
2026-04-16 10:55
Statement Status: Complete
Transactions
Edit Transactions 426 transactions Page 17 of 22
Date Description Client Category VAT % Net Amount VAT Amount Debit Credit Balance
2025-08-01 CORP TAX C NAULD I 8278425857A00117A corp tax corporation Tax 0.0% GBP 1400.00 GBP 0.00 GBP 1400.00 GBP 16794.43
Client:
corp tax
Category:
corporation Tax
VAT %:
0.0%
Net Amount:
GBP 1400.00
VAT Amount:
GBP 0.00
2025-08-01 TRUE POTENTIAL true potential Pension Payables 0.0% GBP 400.00 GBP 0.00 GBP 400.00 GBP 16394.43
Client:
true potential
Category:
Pension Payables
VAT %:
0.0%
Net Amount:
GBP 400.00
VAT Amount:
GBP 0.00
2025-08-01 TRUE POTENTIAL true potential Directors Pension 0.0% GBP 1150.00 GBP 0.00 GBP 1150.00 GBP 15244.43
Client:
true potential
Category:
Directors Pension
VAT %:
0.0%
Net Amount:
GBP 1150.00
VAT Amount:
GBP 0.00
2025-08-01 CII/PFS CII PFS Subscriptions 0.0% GBP 17.08 GBP 0.00 GBP 17.08 GBP 15227.35
Client:
CII PFS
Category:
Subscriptions
VAT %:
0.0%
Net Amount:
GBP 17.08
VAT Amount:
GBP 0.00
2025-08-04 TP WEALTH MANAGEME PNTEXTEFT-0075907 tp wealth manageme paid to adviser Sales 0.0% GBP 4.11 GBP 0.00 GBP 4.11 GBP 15231.46
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 4.11
VAT Amount:
GBP 0.00
2025-08-05 10CA LTD 10C069 10CA LTD Accountancy Fees 0.0% GBP 14.40 GBP 0.00 GBP 14.40 GBP 15217.06
Client:
10CA LTD
Category:
Accountancy Fees
VAT %:
0.0%
Net Amount:
GBP 14.40
VAT Amount:
GBP 0.00
2025-08-06 TP WEALTH MANAGEME PNTEXTEFT-0076509 tp wealth manageme paid to adviser Sales 0.0% GBP 27.84 GBP 0.00 GBP 27.84 GBP 15244.90
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 27.84
VAT Amount:
GBP 0.00
2025-08-07 TP WEALTH MANAGEME PNTEXTEFT-0077099 tp wealth manageme paid to adviser Sales 0.0% GBP 1106.37 GBP 0.00 GBP 1106.37 GBP 16351.27
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 1106.37
VAT Amount:
GBP 0.00
2025-08-08 COLIN COOPER Coopers IFA Ltd colin cooper coopers DLA 0.0% GBP 1000.00 GBP 0.00 GBP 1000.00 GBP 15351.27
Client:
colin cooper coopers
Category:
DLA
VAT %:
0.0%
Net Amount:
GBP 1000.00
VAT Amount:
GBP 0.00
2025-08-08 TP WEALTH MANAGEME PNTEXTEFT-0077485 tp wealth manageme paid to adviser Sales 0.0% GBP 30.53 GBP 0.00 GBP 30.53 GBP 15381.80
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 30.53
VAT Amount:
GBP 0.00
2025-08-11 TP WEALTH MANAGEME PNTEXTEFT-0078362 tp wealth manageme paid to adviser Sales 0.0% GBP 187.47 GBP 0.00 GBP 187.47 GBP 15569.27
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 187.47
VAT Amount:
GBP 0.00
2025-08-14 TP WEALTH MANAGEME PNTEXTEFT-0080024 tp wealth manageme paid to adviser Sales 0.0% GBP 7989.11 GBP 0.00 GBP 7989.11 GBP 23558.38
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 7989.11
VAT Amount:
GBP 0.00
2025-08-15 COLIN COOPER Coopers IFA Ltd colin cooper coopers DLA 0.0% GBP 1000.00 GBP 0.00 GBP 1000.00 GBP 22558.38
Client:
colin cooper coopers
Category:
DLA
VAT %:
0.0%
Net Amount:
GBP 1000.00
VAT Amount:
GBP 0.00
2025-08-15 TP WEALTH MANAGEME PNTEXTEFT-0080671 tp wealth manageme paid to adviser Sales 0.0% GBP 7.47 GBP 0.00 GBP 7.47 GBP 22565.85
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 7.47
VAT Amount:
GBP 0.00
2025-08-15 Card Purchase ZOOM.COM 888-799-966 50185358027 ZOOM Computer cost 0.0% GBP 16.79 GBP 0.00 GBP 16.79 GBP 22549.06
Client:
ZOOM
Category:
Computer cost
VAT %:
0.0%
Net Amount:
GBP 16.79
VAT Amount:
GBP 0.00
2025-08-18 David Williams Ifa 100 David Williams Other Income 0.0% GBP 164.37 GBP 0.00 GBP 164.37 GBP 22713.43
Client:
David Williams
Category:
Other Income
VAT %:
0.0%
Net Amount:
GBP 164.37
VAT Amount:
GBP 0.00
2025-08-18 HMRC PAYE 120PG00746537 HMRC Paye Paye Payables 0.0% GBP 57.80 GBP 0.00 GBP 57.80 GBP 22655.63
Client:
HMRC Paye
Category:
Paye Payables
VAT %:
0.0%
Net Amount:
GBP 57.80
VAT Amount:
GBP 0.00
2025-08-18 L Southern Associates Ltd INV 0118 LB l southern associates ltd Professional fees 0.0% GBP 460.00 GBP 0.00 GBP 460.00 GBP 22195.63
Client:
l southern associates ltd
Category:
Professional fees
VAT %:
0.0%
Net Amount:
GBP 460.00
VAT Amount:
GBP 0.00
2025-08-18 TP WEALTH MANAGEME PNTEXTEFT-0081235 tp wealth manageme paid to adviser Sales 0.0% GBP 113.28 GBP 0.00 GBP 113.28 GBP 22308.91
Client:
tp wealth manageme paid to adviser
Category:
Sales
VAT %:
0.0%
Net Amount:
GBP 113.28
VAT Amount:
GBP 0.00
2025-08-19 COLIN COOPER Coopers IFA Ltd colin cooper coopers DLA 0.0% GBP 200.00 GBP 0.00 GBP 200.00 GBP 22108.91
Client:
colin cooper coopers
Category:
DLA
VAT %:
0.0%
Net Amount:
GBP 200.00
VAT Amount:
GBP 0.00
Back to Dashboard Upload New Document