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 15 years ago.
Status
Active
Active since incorporation
Company No
07096647
Private limited company
Age
15 years
Incorporated 5 December 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 5 December 2024 (11 months ago)
Next confirmation dated 5 December 2025
Due by 19 December 2025 (1 month remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month 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 (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£242.76K
Increased by £65.23K (+37%)
Turnover
Unreported
Same as previous period
Employees
13
Increased by 2 (+18%)
Total Assets
£315.68K
Decreased by £60.92K (-16%)
Total Liabilities
-£119.3K
Increased by £153 (0%)
Net Assets
£196.38K
Decreased by £61.07K (-24%)
Debt Ratio (%)
38%
Increased by 6.15% (+19%)
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Repayment History
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