Anneis Financial Advice Limited

Anneis Financial Advice Limited is an active company incorporated on 5 May 2016 with the registered office located in Caerphilly, Gwent. Anneis Financial Advice Limited was registered 9 years ago.

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Status

Active

Active since incorporation

Company No

10165457

Private limited company

Age

9 years

Incorporated 5 May 2016

Size

Micro

Turnover is under £1M

Balance sheet is under £500,000

Under 10 employees

Confirmation

Submitted

Dated 4 May 2025 (5 months ago)

Next confirmation dated 4 May 2026

Due by 18 May 2026 (6 months remaining)

Last change occurred 8 years ago

Accounts

Submitted

For period 1 Apr ⟶ 31 Mar 2024 (1 year)

Accounts type is Total Exemption Full

Next accounts for period 31 March 2025

Due by 31 December 2025 (2 months remaining)

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Contact Update Details

Address

ANNEIS FINANCIAL ADVICE LIMITED
74 St. Martins Road
Caerphilly
CF83 1EN

Address changed on 10 Sep 2024 (1 year 1 month ago)

Previous address was 30 Herons Way Caerphilly CF83 1SW United Kingdom

Companies in CF83 1EN

Telephone

01603 961618

Email

Unreported

Website

Unreported

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People

Officers

2

Shareholders

1

Controllers (PSC)

1

Mrs Helen Louise Roberts

Secretary • Director • PSC • Financial Adviser • British • Lives in UK • Born in Jun 1979

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Shareholders, PSCs & Group Structure

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Mutual Companies

Oak Property Development (South Wales) Ltd

Mrs Helen Louise Roberts is a mutual person.

Active

Stellar Financial Planning Ltd

Mrs Helen Louise Roberts is a mutual person.

Active

Luna FP Ltd

Mrs Helen Louise Roberts is a mutual person.

Dissolved

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Financials

Net Assets, Total Assets & Total Liabilities (2017–2024)

Period Ended

31 Mar 2024

For period 31 Mar ⟶ 31 Mar 2024

Traded for 12 months

Cash in Bank

£4.8K

Decreased by £1.02K (-18%)

Turnover

Unreported

Same as previous period

Employees

1

Same as previous period

Total Assets

£42.01K

Increased by £15.54K (+59%)

Total Liabilities

-£39.26K

Increased by £12.93K (+49%)

Net Assets

£2.75K

Increased by £2.61K (+1798%)

Debt Ratio (%)

93%

Decreased by 6% (-6%)

See 10 Year Full Financials

Latest Activity

Mrs Helen Roberts Details Changed

21 Days Ago on 8 Oct 2025

Confirmation Submitted

4 Months Ago on 28 Jun 2025

Registered Address Changed

1 Year 1 Month Ago on 10 Sep 2024

Full Accounts Submitted

1 Year 3 Months Ago on 10 Jul 2024

Confirmation Submitted

1 Year 4 Months Ago on 6 Jun 2024

Full Accounts Submitted

1 Year 10 Months Ago on 20 Dec 2023

Confirmation Submitted

2 Years 3 Months Ago on 14 Jul 2023

Full Accounts Submitted

2 Years 10 Months Ago on 22 Dec 2022

Confirmation Submitted

3 Years Ago on 28 Jun 2022

Full Accounts Submitted

3 Years Ago on 23 Dec 2021

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Get Credit Report

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Documents

Secretary's details changed for Mrs Helen Roberts on 8 October 2025

Submitted on 8 Oct 2025

Confirmation statement made on 4 May 2025 with no updates

Submitted on 28 Jun 2025

Registered office address changed from 30 Herons Way Caerphilly CF83 1SW United Kingdom to 74 st. Martins Road Caerphilly CF83 1EN on 10 September 2024

Submitted on 10 Sep 2024

Total exemption full accounts made up to 31 March 2024

Submitted on 10 Jul 2024

Confirmation statement made on 4 May 2024 with no updates

Submitted on 6 Jun 2024

Total exemption full accounts made up to 31 March 2023

Submitted on 20 Dec 2023

Confirmation statement made on 4 May 2023 with no updates

Submitted on 14 Jul 2023

Total exemption full accounts made up to 31 March 2022

Submitted on 22 Dec 2022

Confirmation statement made on 4 May 2022 with no updates