Ellis Davies Financial Planning Limited
Ellis Davies Financial Planning Limited is an active company incorporated on 6 January 2017 with the registered office located in Bristol, Bristol. Ellis Davies Financial Planning Limited was registered 8 years ago.
Status
Active
Active since incorporation
Company No
10550096
Private limited company
Age
8 years
Incorporated 6 January 2017
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 January 2025 (10 months ago)
Next confirmation dated 5 January 2026
Due by 19 January 2026 (2 months remaining)
Last change occurred 2 years 9 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
Nicholas Adam Davies is a mutual person.
Active
Nicholas Adam Davies is a mutual person.
Active
Brands
Ellis Davies Financial Planning is a financial advisory firm that provides financial planning services to clients..
Financials
Net Assets, Total Assets & Total Liabilities (2018–2025)
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
8
Increased by 1 (+14%)
Total Assets
£190.46K
Increased by £65.73K (+53%)
Total Liabilities
-£61K
Increased by £7.09K (+13%)
Net Assets
£129.46K
Increased by £58.64K (+83%)
Debt Ratio (%)
32%
Decreased by 11.19% (-26%)
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Repayment History
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