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Derwen Financial Planning Limited

Derwen Financial Planning Limited is an active company incorporated on 29 June 2017 with the registered office located in Carmarthen, Dyfed. Derwen Financial Planning Limited was registered 8 years ago.
Status
Active
Active since incorporation
Company No
10841100
Private limited company
Age
8 years
Incorporated 29 June 2017
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 18 June 2025 (7 months ago)
Next confirmation dated 18 June 2026
Due by 2 July 2026 (4 months remaining)
Last change occurred 1 year 6 months ago
Accounts
Submitted
For period 1 Jul30 Jun 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 30 June 2026
Due by 31 March 2027 (1 year 1 month remaining)
Contact
Address
105 Lammas Street
Carmarthen
SA31 3AP
Wales
Same address for the past 8 years
Telephone
01267 230380
Email
Available in Endole App
Website
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in UK • Born in Oct 1975
Mr Garry Lee Penfold
PSC • British • Lives in UK • Born in Oct 1975
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Derwen Financial Planning
Derwen Financial Planning is a firm of Financial Planners, founded in 2017, specializing in providing financial advice to individuals, trustees, and small business enterprises.
Financials
Net Assets, Total Assets & Total Liabilities (2018–2025)
Period Ended
30 Jun 2025
For period 30 Jun30 Jun 2025
Traded for 12 months
Cash in Bank
Unreported
Decreased by £38.71K (-100%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£58.68K
Increased by £14.65K (+33%)
Total Liabilities
-£20.59K
Decreased by £22.38K (-52%)
Net Assets
£38.09K
Increased by £37.03K (+3500%)
Debt Ratio (%)
35%
Decreased by 62.5% (-64%)
Latest Activity
Micro Accounts Submitted
1 Month Ago on 17 Dec 2025
Confirmation Submitted
7 Months Ago on 19 Jun 2025
Full Accounts Submitted
12 Months Ago on 10 Feb 2025
Confirmation Submitted
1 Year 6 Months Ago on 16 Jul 2024
Mr Garry Lee Penfold Appointed
1 Year 11 Months Ago on 14 Feb 2024
Desmond Glyn Thomas Resigned
1 Year 11 Months Ago on 14 Feb 2024
Menna Davies Thomas Resigned
1 Year 11 Months Ago on 14 Feb 2024
Garry Lee Penfold (PSC) Appointed
1 Year 11 Months Ago on 14 Feb 2024
Desmond Glyn Thomas (PSC) Resigned
1 Year 11 Months Ago on 14 Feb 2024
Full Accounts Submitted
2 Years 1 Month Ago on 21 Dec 2023
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Documents
Micro company accounts made up to 30 June 2025
Submitted on 17 Dec 2025
Confirmation statement made on 18 June 2025 with no updates
Submitted on 19 Jun 2025
Total exemption full accounts made up to 30 June 2024
Submitted on 10 Feb 2025
Confirmation statement made on 25 June 2024 with updates
Submitted on 16 Jul 2024
Memorandum and Articles of Association
Submitted on 1 Jul 2024
Resolutions
Submitted on 22 May 2024
Resolutions
Submitted on 20 Apr 2024
Appointment of Mr Garry Lee Penfold as a director on 14 February 2024
Submitted on 14 Feb 2024
Termination of appointment of Desmond Glyn Thomas as a director on 14 February 2024
Submitted on 14 Feb 2024
Termination of appointment of Menna Davies Thomas as a secretary on 14 February 2024
Submitted on 14 Feb 2024
Repayment History
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