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Cleeve Financial Planning Limited
Cleeve Financial Planning Limited is an active company incorporated on 18 June 2019 with the registered office located in Bristol, Gloucestershire. Cleeve Financial Planning Limited was registered 6 years ago.
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Status
Active
Active since
incorporation
Company No
12056508
Private limited company
Age
6 years
Incorporated
18 June 2019
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
17 June 2025
(4 months ago)
Next confirmation dated
17 June 2026
Due by
1 July 2026
(7 months remaining)
Last change occurred
4 months ago
Accounts
Submitted
For period
1 Jan
⟶
31 Dec 2024
(1 year)
Accounts type is
Total Exemption Full
Next accounts for period
31 December 2025
Due by
30 September 2026
(10 months remaining)
Learn more about Cleeve Financial Planning Limited
Contact
Update Details
Address
Knightwood Court
Mead Road
Bristol
BS34 8PS
England
Same address since
incorporation
Companies in BS34 8PS
Telephone
0117 4407869
Email
Unreported
Website
Bespokeifa.co.uk
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People
Officers
3
Shareholders
2
Controllers (PSC)
1
Daniel Gould
Director • British • Lives in England • Born in Mar 1984
Timothy O'Loughlin
Director • British • Lives in England • Born in Jul 1981
Adam Benjamin Wyrill
Director • British • Lives in England • Born in Apr 1982
Cleeve FP Limited
PSC
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Mutual Companies
DCG Consulting Ltd
Daniel Gould is a mutual person.
Active
Digifin LLP
Daniel Gould is a mutual person.
Dissolved
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Brands
Cleeve Financial Planning
Cleeve Financial Planning is a financial advisory firm that provides financial advice, including mortgage and pension guidance..
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
31 Dec 2024
For period
31 Dec
⟶
31 Dec 2024
Traded for
12 months
Cash in Bank
£28.81K
Decreased by £45.79K (-61%)
Turnover
Unreported
Same as previous period
Employees
9
Increased by 1 (+13%)
Total Assets
£47.51K
Decreased by £53.52K (-53%)
Total Liabilities
-£32.19K
Decreased by £35.78K (-53%)
Net Assets
£15.32K
Decreased by £17.74K (-54%)
Debt Ratio (%)
68%
Increased by 0.48% (+1%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
1 Month Ago on 23 Sep 2025
Confirmation Submitted
4 Months Ago on 8 Jul 2025
Adam Benjamin Wyrill (PSC) Resigned
12 Months Ago on 15 Nov 2024
Daniel Charles Gould (PSC) Resigned
12 Months Ago on 15 Nov 2024
Cleeve Fp Limited (PSC) Appointed
12 Months Ago on 15 Nov 2024
Daniel Charles Gould Resigned
12 Months Ago on 15 Nov 2024
Adam Benjamin Wyrill Resigned
12 Months Ago on 15 Nov 2024
Timothy O’Loughlin Appointed
12 Months Ago on 15 Nov 2024
Confirmation Submitted
1 Year 4 Months Ago on 25 Jun 2024
Full Accounts Submitted
1 Year 7 Months Ago on 22 Mar 2024
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 23 Sep 2025
Confirmation statement made on 17 June 2025 with updates
Submitted on 8 Jul 2025
Appointment of Timothy O’Loughlin as a director on 15 November 2024
Submitted on 18 Nov 2024
Termination of appointment of Adam Benjamin Wyrill as a director on 15 November 2024
Submitted on 18 Nov 2024
Notification of Cleeve Fp Limited as a person with significant control on 15 November 2024
Submitted on 18 Nov 2024
Termination of appointment of Daniel Charles Gould as a director on 15 November 2024
Submitted on 18 Nov 2024
Cessation of Daniel Charles Gould as a person with significant control on 15 November 2024
Submitted on 18 Nov 2024
Cessation of Adam Benjamin Wyrill as a person with significant control on 15 November 2024
Submitted on 18 Nov 2024
Confirmation statement made on 17 June 2024 with no updates
Submitted on 25 Jun 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 22 Mar 2024
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Repayment History
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