Lloyd & Co. Financial Planning Ltd
Lloyd & Co. Financial Planning Ltd is an active company incorporated on 5 December 2009 with the registered office located in Southport, Merseyside. Lloyd & Co. Financial Planning Ltd was registered 16 years ago.
Status
Active
Active since incorporation
Company No
07096647
Private limited company
Age
16 years
Incorporated 5 December 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 5 December 2025 (1 month ago)
Next confirmation dated 5 December 2026
Due by 19 December 2026 (11 months remaining)
Last change occurred 9 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
David Lloyd is a mutual person.
Active
David Lloyd is a mutual person.
Active
Brands
Lloyd & Co Financial Planning is an independent financial advisory firm based in Southport, Merseyside, providing financial advice to individuals and businesses.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£183.66K
Decreased by £59.1K (-24%)
Turnover
Unreported
Same as previous period
Employees
16
Increased by 3 (+23%)
Total Assets
£224.37K
Decreased by £91.31K (-29%)
Total Liabilities
-£77.41K
Decreased by £41.89K (-35%)
Net Assets
£146.96K
Decreased by £49.42K (-25%)
Debt Ratio (%)
35%
Decreased by 3.29% (-9%)
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Repayment History
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