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Financial Planning (Wells) Limited

Financial Planning (Wells) Limited is an active company incorporated on 24 April 1986 with the registered office located in Wells, Somerset. Financial Planning (Wells) Limited was registered 39 years ago.
Status
Active
Active since 32 years ago
Company No
02013469
Private limited company
Age
39 years
Incorporated 24 April 1986
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 March 2025 (7 months ago)
Next confirmation dated 29 March 2026
Due by 12 April 2026 (5 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 2 months remaining)
Address
10 Jocelyn Drive
Wells
BA5 2EW
England
Address changed on 12 May 2025 (5 months ago)
Previous address was One the Centre High Street Gillingham Dorset SP8 4AB
Telephone
08719437037
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Secretary • Company Secretary/Director • British • Lives in England • Born in Oct 1949
PSC • Director • British • Lives in England • Born in Dec 1945 • Property Owner And Ifa
Shareholders, PSCs & Group Structure
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Mutual Companies
Theatrum Developments Limited
Robert O'Malley-White and Lynne Joy O'Malley-White are mutual people.
Active
Mortgage & Financial Planning (Wells) Ltd
Robert O'Malley-White and Lynne Joy O'Malley-White are mutual people.
Active
South Street (Crewkerne) Ltd
Robert O'Malley-White is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£18.68K
Decreased by £5.85K (-24%)
Total Liabilities
-£12.32K
Decreased by £2.7K (-18%)
Net Assets
£6.37K
Decreased by £3.16K (-33%)
Debt Ratio (%)
66%
Increased by 4.74% (+8%)
Latest Activity
Micro Accounts Submitted
4 Months Ago on 26 Jun 2025
Registered Address Changed
5 Months Ago on 12 May 2025
Mr Robert O'malley-White Details Changed
6 Months Ago on 29 Apr 2025
Mrs Lynne Joy O'malley-White Details Changed
6 Months Ago on 29 Apr 2025
Mr Robert O'malley-White (PSC) Details Changed
6 Months Ago on 29 Apr 2025
Confirmation Submitted
7 Months Ago on 31 Mar 2025
Micro Accounts Submitted
1 Year 3 Months Ago on 3 Jul 2024
Confirmation Submitted
1 Year 6 Months Ago on 2 Apr 2024
Micro Accounts Submitted
2 Years 4 Months Ago on 22 Jun 2023
Confirmation Submitted
2 Years 7 Months Ago on 29 Mar 2023
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Documents
Micro company accounts made up to 31 March 2025
Submitted on 26 Jun 2025
Director's details changed for Mr Robert O'malley-White on 29 April 2025
Submitted on 12 May 2025
Registered office address changed from One the Centre High Street Gillingham Dorset SP8 4AB to 10 Jocelyn Drive Wells BA5 2EW on 12 May 2025
Submitted on 12 May 2025
Change of details for Mr Robert O'malley-White as a person with significant control on 29 April 2025
Submitted on 12 May 2025
Director's details changed for Mrs Lynne Joy O'malley-White on 29 April 2025
Submitted on 12 May 2025
Confirmation statement made on 29 March 2025 with no updates
Submitted on 31 Mar 2025
Micro company accounts made up to 31 March 2024
Submitted on 3 Jul 2024
Confirmation statement made on 29 March 2024 with no updates
Submitted on 2 Apr 2024
Micro company accounts made up to 31 March 2023
Submitted on 22 Jun 2023
Confirmation statement made on 29 March 2023 with no updates
Submitted on 29 Mar 2023
Repayment History
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