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Financial Planning (Wales) Ltd

Financial Planning (Wales) Ltd is an active company incorporated on 6 November 1998 with the registered office located in Newport, Gwent. Financial Planning (Wales) Ltd was registered 27 years ago.
Status
Active
Active since incorporation
Company No
03663826
Private limited company
Age
27 years
Incorporated 6 November 1998
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 24 October 2025 (2 months ago)
Next confirmation dated 24 October 2026
Due by 7 November 2026 (10 months remaining)
Last change occurred 2 years 2 months ago
Accounts
Submitted
For period 1 Jul30 Jun 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2026
Due by 31 March 2027 (1 year 3 months remaining)
Contact
Address
21 Gold Tops
Newport
NP20 4PG
Wales
Address changed on 31 Jul 2025 (5 months ago)
Previous address was 62 Cathedral Road Cardiff CF11 9LL Wales
Telephone
02920641188
Email
Available in Endole App
People
Officers
2
Shareholders
4
Controllers (PSC)
1
Director • Secretary • Financial Adviser • British • Lives in Wales • Born in Apr 1975
Mr Andrew James Chorley
PSC • British • Lives in Wales • Born in Apr 1975
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Jun 2025
For period 30 Jun30 Jun 2025
Traded for 12 months
Cash in Bank
£42.56K
Decreased by £9.2K (-18%)
Turnover
Unreported
Same as previous period
Employees
5
Increased by 1 (+25%)
Total Assets
£97.56K
Increased by £8.18K (+9%)
Total Liabilities
-£40.77K
Increased by £5.55K (+16%)
Net Assets
£56.79K
Increased by £2.64K (+5%)
Debt Ratio (%)
42%
Increased by 2.38% (+6%)
Latest Activity
Confirmation Submitted
1 Month Ago on 3 Nov 2025
Full Accounts Submitted
3 Months Ago on 3 Sep 2025
Registered Address Changed
5 Months Ago on 31 Jul 2025
Confirmation Submitted
1 Year 2 Months Ago on 29 Oct 2024
Mr Andrew James Chorley (PSC) Details Changed
1 Year 2 Months Ago on 11 Oct 2024
Full Accounts Submitted
1 Year 5 Months Ago on 23 Jul 2024
Mr Andrew James Chorley Details Changed
1 Year 9 Months Ago on 27 Mar 2024
Mr Andrew James Chorley (PSC) Details Changed
1 Year 9 Months Ago on 27 Mar 2024
Mr Andrew James Chorley Details Changed
1 Year 9 Months Ago on 27 Mar 2024
Registered Address Changed
1 Year 10 Months Ago on 5 Feb 2024
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Documents
Confirmation statement made on 24 October 2025 with no updates
Submitted on 3 Nov 2025
Total exemption full accounts made up to 30 June 2025
Submitted on 3 Sep 2025
Registered office address changed from 62 Cathedral Road Cardiff CF11 9LL Wales to 21 Gold Tops Newport NP20 4PG on 31 July 2025
Submitted on 31 Jul 2025
Confirmation statement made on 24 October 2024 with no updates
Submitted on 29 Oct 2024
Change of details for Mr Andrew James Chorley as a person with significant control on 11 October 2024
Submitted on 11 Oct 2024
Total exemption full accounts made up to 30 June 2024
Submitted on 23 Jul 2024
Secretary's details changed for Mr Andrew James Chorley on 27 March 2024
Submitted on 28 Mar 2024
Change of details for Mr Andrew James Chorley as a person with significant control on 27 March 2024
Submitted on 28 Mar 2024
Director's details changed for Mr Andrew James Chorley on 27 March 2024
Submitted on 28 Mar 2024
Registered office address changed from 62 Cathedral Road Cardiff CF1 9LL to 62 Cathedral Road Cardiff CF11 9LL on 5 February 2024
Submitted on 5 Feb 2024
Repayment History
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