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JFD Financial Planning Ltd

JFD Financial Planning Ltd is an active company incorporated on 11 June 2018 with the registered office located in Liverpool, Merseyside. JFD Financial Planning Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11407698
Private limited company
Age
7 years
Incorporated 11 June 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 20 December 2024 (8 months ago)
Next confirmation dated 20 December 2025
Due by 3 January 2026 (3 months remaining)
Last change occurred 2 years 8 months ago
Accounts
Submitted
For period 1 May30 Apr 2025 (12 months)
Accounts type is Unaudited Abridged
Next accounts for period 30 April 2026
Due by 31 January 2027 (1 year 4 months remaining)
Contact
Address
74 Childwall Valley Road
Liverpool
L16 4PF
England
Address changed on 1 Feb 2023 (2 years 7 months ago)
Previous address was 1st Floor, Sovereign House Barehill Street Littleborough Lancs OL15 9BL England
Telephone
Unreported
Email
Unreported
People
Officers
2
Shareholders
3
Controllers (PSC)
1
Director • PSC • English • Lives in England • Born in Jul 1962
Director • British • Lives in England • Born in Jul 1963
Shareholders, PSCs & Group Structure
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Mutual Companies
Orchid Wealth Ltd
Mr Gary Christopher Donnellan is a mutual person.
Active
Kingsway Portfolio Management Limited
Mr Gary Christopher Donnellan is a mutual person.
Active
Kingsway Wealth Management Limited
Mr Gary Christopher Donnellan is a mutual person.
Dissolved
Financials
Net Assets, Total Assets & Total Liabilities (2019–2025)
Period Ended
30 Apr 2025
For period 30 Apr30 Apr 2025
Traded for 12 months
Cash in Bank
£102.63K
Increased by £24.15K (+31%)
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£115.28K
Decreased by £3.8K (-3%)
Total Liabilities
-£56.88K
Increased by £8.46K (+17%)
Net Assets
£58.4K
Decreased by £12.27K (-17%)
Debt Ratio (%)
49%
Increased by 8.68% (+21%)
Latest Activity
Abridged Accounts Submitted
1 Month Ago on 16 Jul 2025
Confirmation Submitted
8 Months Ago on 6 Jan 2025
Abridged Accounts Submitted
9 Months Ago on 3 Dec 2024
Confirmation Submitted
1 Year 8 Months Ago on 3 Jan 2024
Amended Accounts Submitted
1 Year 11 Months Ago on 17 Oct 2023
Abridged Accounts Submitted
2 Years 1 Month Ago on 24 Jul 2023
Donna Elizabeth Donnellan (PSC) Resigned
2 Years 6 Months Ago on 1 Mar 2023
Mr Gary Christopher Donnellan Appointed
2 Years 6 Months Ago on 1 Mar 2023
Jack Patrick Donnellan (PSC) Resigned
2 Years 8 Months Ago on 20 Dec 2022
Gary Christopher Donnellan (PSC) Appointed
2 Years 8 Months Ago on 20 Dec 2022
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Documents
Unaudited abridged accounts made up to 30 April 2025
Submitted on 16 Jul 2025
Confirmation statement made on 20 December 2024 with no updates
Submitted on 6 Jan 2025
Unaudited abridged accounts made up to 30 April 2024
Submitted on 3 Dec 2024
Confirmation statement made on 20 December 2023 with no updates
Submitted on 3 Jan 2024
Amended accounts made up to 30 April 2023
Submitted on 17 Oct 2023
Unaudited abridged accounts made up to 30 April 2023
Submitted on 24 Jul 2023
Cessation of Donna Elizabeth Donnellan as a person with significant control on 1 March 2023
Submitted on 30 May 2023
Notification of Gary Christopher Donnellan as a person with significant control on 20 December 2022
Submitted on 30 May 2023
Cessation of Jack Patrick Donnellan as a person with significant control on 20 December 2022
Submitted on 30 May 2023
Appointment of Mr Gary Christopher Donnellan as a director on 1 March 2023
Submitted on 2 May 2023
Repayment History
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