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J Lewis Financial Planning Ltd

J Lewis Financial Planning Ltd is an active company incorporated on 12 December 2019 with the registered office located in Wimborne, Dorset. J Lewis Financial Planning Ltd was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12360724
Private limited company
Age
5 years
Incorporated 12 December 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 11 December 2024 (11 months ago)
Next confirmation dated 11 December 2025
Due by 25 December 2025 (1 month remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2025
Due by 30 September 2026 (10 months remaining)
Address
14 Horseshoe Close
Wimborne
Dorset
BH21 2UL
England
Same address since incorporation
Telephone
07775 336204
Email
Unreported
Website
Unreported
People
Officers
3
Shareholders
2
Controllers (PSC)
2
Secretary • PSC • Director • British • Lives in UK • Born in Feb 1990
Director • British • Lives in UK • Born in Aug 1990
Mrs Cherelle Julie Lewis
PSC • British • Lives in UK • Born in Aug 1990
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£32.44K
Decreased by £7.45K (-19%)
Total Liabilities
-£7.75K
Decreased by £1.57K (-17%)
Net Assets
£24.7K
Decreased by £5.88K (-19%)
Debt Ratio (%)
24%
Increased by 0.51% (+2%)
Latest Activity
Mrs Cherelle Julie Lewis (PSC) Details Changed
2 Months Ago on 2 Sep 2025
Mr Jason Craig Simon Lewis (PSC) Details Changed
2 Months Ago on 2 Sep 2025
Micro Accounts Submitted
3 Months Ago on 11 Aug 2025
Confirmation Submitted
11 Months Ago on 11 Dec 2024
Micro Accounts Submitted
1 Year 1 Month Ago on 12 Sep 2024
Confirmation Submitted
1 Year 11 Months Ago on 11 Dec 2023
Micro Accounts Submitted
2 Years 3 Months Ago on 26 Jul 2023
Mr Jason Craig Simon Lewis Details Changed
2 Years 6 Months Ago on 1 May 2023
Mrs Cherelle Julie Lewis Details Changed
2 Years 6 Months Ago on 1 May 2023
Confirmation Submitted
2 Years 11 Months Ago on 14 Dec 2022
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Documents
Change of details for Mr Jason Craig Simon Lewis as a person with significant control on 2 September 2025
Submitted on 2 Sep 2025
Change of details for Mrs Cherelle Julie Lewis as a person with significant control on 2 September 2025
Submitted on 2 Sep 2025
Micro company accounts made up to 31 December 2024
Submitted on 11 Aug 2025
Confirmation statement made on 11 December 2024 with no updates
Submitted on 11 Dec 2024
Director's details changed for Mrs Cherelle Julie Lewis on 1 May 2023
Submitted on 14 Oct 2024
Director's details changed for Mr Jason Craig Simon Lewis on 1 May 2023
Submitted on 14 Oct 2024
Micro company accounts made up to 31 December 2023
Submitted on 12 Sep 2024
Confirmation statement made on 11 December 2023 with no updates
Submitted on 11 Dec 2023
Micro company accounts made up to 31 December 2022
Submitted on 26 Jul 2023
Confirmation statement made on 11 December 2022 with no updates
Submitted on 14 Dec 2022
Repayment History
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