Wealth Doctor Financial Planning Ltd
Wealth Doctor Financial Planning Ltd is an active company incorporated on 2 April 2014 with the registered office located in Abergavenny, Gwent. Wealth Doctor Financial Planning Ltd was registered 11 years ago.
Status
Active
Active since incorporation
Company No
08972423
Private limited company
Age
11 years
Incorporated 2 April 2014
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 24 November 2024 (11 months ago)
Next confirmation dated 24 November 2025
Due by 8 December 2025 (23 days remaining)
Last change occurred 11 months 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 (1 year 1 month remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Dr Joshua Lewis is a mutual person.
Active
Dr Joshua Lewis is a mutual person.
Active
Dr Joshua Lewis is a mutual person.
Active
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
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£54.14K
Increased by £15.92K (+42%)
Total Liabilities
-£44.74K
Increased by £5.99K (+15%)
Net Assets
£9.39K
Increased by £9.93K (-1862%)
Debt Ratio (%)
83%
Decreased by 18.74% (-18%)
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Repayment History
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