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Lloyd O'Sullivan Financial Services Limited

Lloyd O'Sullivan Financial Services Limited is an active company incorporated on 22 October 2015 with the registered office located in Chorley, Lancashire. Lloyd O'Sullivan Financial Services Limited was registered 10 years ago.
Status
Active
Active since 6 years ago
Company No
09837180
Private limited company
Age
10 years
Incorporated 22 October 2015
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 21 October 2025 (3 months ago)
Next confirmation dated 21 October 2026
Due by 4 November 2026 (9 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 Dec ⟶ 30 Nov 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 November 2025
Due by 31 August 2026 (7 months remaining)
Learn more about Lloyd O'Sullivan Financial Services Limited
Contact
Address
Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
England
PR7 1NY
England
Address changed on 27 Nov 2025 (2 months ago)
Previous address was The Old Rectory Church Street Weybridge KT13 8DE England
Telephone
Unreported
Email
Available in Endole App
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People
Officers
3
Shareholders
5
Controllers (PSC)
1
Julie Suzanne Hepworth
Director • British • Lives in England • Born in Mar 1974
Ian Mitcheal Wilkinson
Director • British • Lives in England • Born in Nov 1970
David John Philip Hesketh
Director • British • Lives in England • Born in May 1981
PFM Group Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
P.W. White And Partners Limited
Julie Suzanne Hepworth is a mutual person.
Active
Cambridge Investments Limited
Julie Suzanne Hepworth is a mutual person.
Active
Perspective (Springfield) Limited
Julie Suzanne Hepworth is a mutual person.
Active
Perspective (East Anglia) Limited
Julie Suzanne Hepworth is a mutual person.
Active
Goldwyns Wealth Management Limited
Julie Suzanne Hepworth is a mutual person.
Active
Perspective (Thornton Springer) Limited
Julie Suzanne Hepworth is a mutual person.
Active
Perspective (South West) Limited
Julie Suzanne Hepworth is a mutual person.
Active
Perspective (South) Limited
Julie Suzanne Hepworth is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
30 Nov 2024
For period 30 Nov ⟶ 30 Nov 2024
Traded for 12 months
Cash in Bank
£267.31K
Increased by £104.47K (+64%)
Turnover
Unreported
Same as previous period
Employees
14
Decreased by 1 (-7%)
Total Assets
£1.07M
Increased by £205.34K (+24%)
Total Liabilities
-£212.59K
Increased by £64.08K (+43%)
Net Assets
£856.32K
Increased by £141.26K (+20%)
Debt Ratio (%)
20%
Increased by 2.69% (+16%)
See 10 Year Full Financials
Latest Activity
Registered Address Changed
2 Months Ago on 27 Nov 2025
Anthony Meyrick Lloyd Resigned
2 Months Ago on 24 Nov 2025
Michael John O'sullivan Resigned
2 Months Ago on 24 Nov 2025
Pfm Group Limited (PSC) Appointed
2 Months Ago on 19 Nov 2025
Mr Ian Mitcheal Wilkinson Appointed
2 Months Ago on 19 Nov 2025
Mrs Julie Suzanne Hepworth Appointed
2 Months Ago on 19 Nov 2025
Mr David John Philip Hesketh Appointed
2 Months Ago on 19 Nov 2025
Paula Mary O'sullivan Resigned
2 Months Ago on 19 Nov 2025
Louise Lloyd Resigned
2 Months Ago on 19 Nov 2025
Confirmation Submitted
3 Months Ago on 21 Oct 2025
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Documents
Termination of appointment of Anthony Meyrick Lloyd as a director on 24 November 2025
Submitted on 14 Jan 2026
Termination of appointment of Michael John O'sullivan as a director on 24 November 2025
Submitted on 14 Jan 2026
Notification of Pfm Group Limited as a person with significant control on 19 November 2025
Submitted on 28 Nov 2025
Withdrawal of a person with significant control statement on 28 November 2025
Submitted on 28 Nov 2025
Appointment of Mr Ian Mitcheal Wilkinson as a director on 19 November 2025
Submitted on 28 Nov 2025
Termination of appointment of Louise Lloyd as a director on 19 November 2025
Submitted on 27 Nov 2025
Termination of appointment of Paula Mary O'sullivan as a director on 19 November 2025
Submitted on 27 Nov 2025
Appointment of Mr David John Philip Hesketh as a director on 19 November 2025
Submitted on 27 Nov 2025
Appointment of Mrs Julie Suzanne Hepworth as a director on 19 November 2025
Submitted on 27 Nov 2025
Registered office address changed from The Old Rectory Church Street Weybridge KT13 8DE England to Lancaster House Ackhurst Business Park Foxhole Road Chorley England PR7 1NY on 27 November 2025
Submitted on 27 Nov 2025
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Repayment History
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