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Grovesend Financial Planning Limited

Grovesend Financial Planning Limited is an active company incorporated on 14 September 2007 with the registered office located in Bude, Cornwall. Grovesend Financial Planning Limited was registered 18 years ago.
Status
Active
Active since incorporation
Company No
06371256
Private limited company
Age
18 years
Incorporated 14 September 2007
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 14 September 2025 (1 month ago)
Next confirmation dated 14 September 2026
Due by 28 September 2026 (11 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Jun31 May 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2025
Due by 28 February 2026 (3 months remaining)
Address
Grovesend
Week Orchard
Marhamchurch
Bude
EX23 0HT
Same address since incorporation
Telephone
01288341581
Email
Unreported
People
Officers
3
Shareholders
2
Controllers (PSC)
1
Director • Secretary • British • Lives in England • Born in Mar 2007 • Secretary
Director • Financial Adviser • British • Lives in England • Born in Dec 1970
Mr Richard David Wheeler
PSC • British • Lives in England • Born in Dec 1970
Shareholders, PSCs & Group Structure
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Mutual Companies
RFC Financial Services Ltd
Richard David Wheeler is a mutual person.
Active
Hybrid Advice Central Limited
Richard David Wheeler is a mutual person.
Active
Southernhay Wealth Limited
Richard David Wheeler is a mutual person.
Active
Wheatley Ifa Limited
Richard David Wheeler is a mutual person.
Active
The Southernhay Group Limited
Richard David Wheeler is a mutual person.
Active
Grovesend Ventures (Europe) Limited
Richard David Wheeler is a mutual person.
Active
Grovesend Ventures (UK) Limited
Richard David Wheeler is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 May 2024
For period 31 May31 May 2024
Traded for 12 months
Cash in Bank
£301.32K
Increased by £288.62K (+2272%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£1.39M
Increased by £850.08K (+157%)
Total Liabilities
-£231.5K
Decreased by £154.55K (-40%)
Net Assets
£1.16M
Increased by £1M (+650%)
Debt Ratio (%)
17%
Decreased by 54.76% (-77%)
Latest Activity
Confirmation Submitted
1 Month Ago on 17 Sep 2025
Full Accounts Submitted
8 Months Ago on 11 Feb 2025
Confirmation Submitted
1 Year 1 Month Ago on 25 Sep 2024
New Charge Registered
1 Year 5 Months Ago on 17 May 2024
Full Accounts Submitted
1 Year 8 Months Ago on 20 Feb 2024
Lynne Ellen Wheeler (PSC) Resigned
1 Year 8 Months Ago on 9 Feb 2024
Mr Richard David Wheeler (PSC) Details Changed
1 Year 8 Months Ago on 9 Feb 2024
Confirmation Submitted
2 Years Ago on 10 Oct 2023
Accounting Period Shortened
2 Years 4 Months Ago on 8 Jun 2023
Full Accounts Submitted
2 Years 5 Months Ago on 31 May 2023
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Documents
Confirmation statement made on 14 September 2025 with updates
Submitted on 17 Sep 2025
Total exemption full accounts made up to 31 May 2024
Submitted on 11 Feb 2025
Change of share class name or designation
Submitted on 3 Feb 2025
Resolutions
Submitted on 3 Feb 2025
Confirmation statement made on 14 September 2024 with updates
Submitted on 25 Sep 2024
Part of the property or undertaking has been released and no longer forms part of charge 063712560001
Submitted on 3 Jun 2024
Registration of charge 063712560002, created on 17 May 2024
Submitted on 21 May 2024
Total exemption full accounts made up to 31 May 2023
Submitted on 20 Feb 2024
Change of details for Mr Richard David Wheeler as a person with significant control on 9 February 2024
Submitted on 9 Feb 2024
Cessation of Lynne Ellen Wheeler as a person with significant control on 9 February 2024
Submitted on 9 Feb 2024
Repayment History
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