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Celtic Financial Planning Ltd

Celtic Financial Planning Ltd is an active company incorporated on 27 April 2018 with the registered office located in Mold, Clwyd. Celtic Financial Planning Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11333705
Private limited company
Age
7 years
Incorporated 27 April 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 31 March 2025 (5 months ago)
Next confirmation dated 31 March 2026
Due by 14 April 2026 (7 months remaining)
Last change occurred 5 months 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 (3 months remaining)
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Contact
Address
Florence House
Bromfield Lane
Mold
Flintshire
CH7 1JW
Wales
Same address for the past 5 years
Telephone
+1(714)546-1040
Email
Unreported
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People
Officers
4
Shareholders
1
Controllers (PSC)
1
Mr Robert George Lewis
Director • PSC • British • Lives in UK • Born in Jun 1987
Nykki Dale
Director • Director • Financial Adviser • British • Lives in UK • Born in Jan 1962
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Brands
Celtic Financial
Celtic Financial is a chartered financial planning firm that provides independent advice on financial services including pensions, mortgages, and investments.
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£61.75K
Decreased by £32.99K (-35%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£159.57K
Increased by £13.22K (+9%)
Total Liabilities
-£65.72K
Decreased by £2.31K (-3%)
Net Assets
£93.86K
Increased by £15.53K (+20%)
Debt Ratio (%)
41%
Decreased by 5.3% (-11%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
5 Months Ago on 31 Mar 2025
Nykki Dale Appointed
5 Months Ago on 25 Mar 2025
Nykki Dale Resigned
5 Months Ago on 25 Mar 2025
Confirmation Submitted
6 Months Ago on 7 Mar 2025
Full Accounts Submitted
1 Year 1 Month Ago on 16 Jul 2024
Confirmation Submitted
1 Year 6 Months Ago on 7 Mar 2024
Full Accounts Submitted
2 Years Ago on 30 Aug 2023
Confirmation Submitted
2 Years 6 Months Ago on 7 Mar 2023
Full Accounts Submitted
2 Years 11 Months Ago on 26 Sep 2022
Confirmation Submitted
3 Years Ago on 7 Mar 2022
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Get Credit Report
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Documents
Appointment of Nykki Dale as a director on 25 March 2025
Submitted on 10 Apr 2025
Termination of appointment of Nykki Dale as a director on 25 March 2025
Submitted on 31 Mar 2025
Confirmation statement made on 31 March 2025 with updates
Submitted on 31 Mar 2025
Confirmation statement made on 7 March 2025 with no updates
Submitted on 7 Mar 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 16 Jul 2024
Confirmation statement made on 7 March 2024 with no updates
Submitted on 7 Mar 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 30 Aug 2023
Confirmation statement made on 7 March 2023 with no updates
Submitted on 7 Mar 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 26 Sep 2022
Confirmation statement made on 7 March 2022 with updates
Submitted on 7 Mar 2022
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Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
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