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Lee Strathy Limited

Lee Strathy Limited is an active company incorporated on 25 June 2013 with the registered office located in Plymouth, Devon. Lee Strathy Limited was registered 12 years ago.
Status
Active
Active since 11 years ago
Company No
08583095
Private limited company
Age
12 years
Incorporated 25 June 2013
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 25 June 2025 (3 months ago)
Next confirmation dated 25 June 2026
Due by 9 July 2026 (8 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 Jan29 Oct 2024 (10 months)
Accounts type is Micro Entity
Next accounts for period 29 October 2025
Due by 29 July 2026 (9 months remaining)
Address
The Apex Brest Road Derriford Business Park
Derriford
Plymouth
PL6 5FL
United Kingdom
Address changed on 1 Jul 2025 (3 months ago)
Previous address was Stonyroyd House Cumberland Road Leeds LS6 2EF England
Telephone
01905620545
Email
Available in Endole App
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Secretary • Secretary
Director • British • Lives in England • Born in Feb 1970
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
Director • British • Lives in England • Born in Jul 1975
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Shareholders, PSCs & Group Structure
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Mutual Companies
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Navigator Financial Planning Limited
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Watson Laird Limited
John Baxter, Stephen David Willis, and 3 more are mutual people.
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Destination Financial Planning Limited
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Flowers McEwan Limited
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Veracity Asset Transformation Service Limited
Stephen David Willis, Susan Marie Puddephatt, and 2 more are mutual people.
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Brands
Lee Strathy
Lee Strathy is an independent financial planning firm that focuses on helping clients achieve their financial goals through investment strategies.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
29 Oct 2024
For period 29 Dec29 Oct 2024
Traded for 10 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£130.22K
Decreased by £6.65K (-5%)
Total Liabilities
-£42.01K
Decreased by £11.65K (-22%)
Net Assets
£88.22K
Increased by £5K (+6%)
Debt Ratio (%)
32%
Decreased by 6.95% (-18%)
Latest Activity
Micro Accounts Submitted
1 Month Ago on 27 Aug 2025
Confirmation Submitted
3 Months Ago on 7 Jul 2025
Registered Address Changed
3 Months Ago on 1 Jul 2025
True Financial Partnerships Limited (PSC) Details Changed
3 Months Ago on 1 Jul 2025
Accounting Period Shortened
4 Months Ago on 28 May 2025
Ms Susan Marie Puddephatt Details Changed
10 Months Ago on 12 Dec 2024
Registers Moved To Inspection Address
10 Months Ago on 28 Nov 2024
Ms Susan Marie Puddephatt Appointed
11 Months Ago on 30 Oct 2024
True Financial Partnerships Limited (PSC) Appointed
3 Years Ago on 17 Feb 2022
True Wealth Planning Solutions Limited (PSC) Resigned
3 Years Ago on 17 Feb 2022
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Documents
Micro company accounts made up to 29 October 2024
Submitted on 27 Aug 2025
Confirmation statement made on 25 June 2025 with updates
Submitted on 7 Jul 2025
Change of details for True Financial Partnerships Limited as a person with significant control on 1 July 2025
Submitted on 1 Jul 2025
Registered office address changed from Stonyroyd House Cumberland Road Leeds LS6 2EF England to The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL on 1 July 2025
Submitted on 1 Jul 2025
Previous accounting period shortened from 31 December 2024 to 29 October 2024
Submitted on 28 May 2025
Notification of True Financial Partnerships Limited as a person with significant control on 17 February 2022
Submitted on 17 Mar 2025
Cessation of True Wealth Planning Solutions Limited as a person with significant control on 17 February 2022
Submitted on 17 Mar 2025
Director's details changed for Ms Susan Marie Puddephatt on 12 December 2024
Submitted on 16 Dec 2024
Statement of capital following an allotment of shares on 30 October 2024
Submitted on 6 Dec 2024
Register(s) moved to registered inspection location Woodwater House Pynes Hill Exeter EX2 5WR
Submitted on 28 Nov 2024
Repayment History
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