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Exley Financial Planning Ltd

Exley Financial Planning Ltd is an active company incorporated on 1 October 2020 with the registered office located in Cardiff, South Glamorgan. Exley Financial Planning Ltd was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12919125
Private limited company
Age
5 years
Incorporated 1 October 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 30 September 2025 (1 month ago)
Next confirmation dated 30 September 2026
Due by 14 October 2026 (11 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 October 2025
Due by 31 July 2026 (9 months remaining)
Address
Fairway House Links Business Park
St. Mellons
Cardiff
CF3 0LT
Wales
Address changed on 22 Jul 2024 (1 year 3 months ago)
Previous address was Ty Mwnt Monkswood Usk NP15 1QE Wales
Telephone
Unreported
Email
Unreported
People
Officers
3
Shareholders
3
Controllers (PSC)
1
Director • Lives in Wales • Born in Jul 1958
Director • British • Lives in Wales • Born in Jul 1965
Director • British • Lives in UK • Born in Jul 1991
Mr Peter John Exley
PSC • British • Lives in Wales • Born in Jul 1958
Shareholders, PSCs & Group Structure
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Mutual Companies
Money Geek Media Ltd
Christopher Luke Exley is a mutual person.
Active
Caer Ifa Ltd
Christopher Luke Exley is a mutual person.
Active
Openwork Partnership LLP
Peter John Exley is a mutual person.
Active
Brands
Exley Financial Planning
Exley Financial Planning provides financial advice and mortgage brokerage services in Cardiff and Usk.
Financials
Net Assets, Total Assets & Total Liabilities (2021–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
£16.05K
Increased by £7.88K (+96%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£24.46K
Increased by £4.49K (+22%)
Total Liabilities
-£23.75K
Increased by £4.46K (+23%)
Net Assets
£714
Increased by £34 (+5%)
Debt Ratio (%)
97%
Increased by 0.49% (+1%)
Latest Activity
Confirmation Submitted
22 Days Ago on 8 Oct 2025
Christopher Luke Exley (PSC) Resigned
2 Months Ago on 26 Aug 2025
Christopher Luke Exley Resigned
2 Months Ago on 26 Aug 2025
Full Accounts Submitted
4 Months Ago on 23 Jun 2025
Confirmation Submitted
1 Year Ago on 3 Oct 2024
Full Accounts Submitted
1 Year 3 Months Ago on 22 Jul 2024
Registered Address Changed
1 Year 3 Months Ago on 22 Jul 2024
Confirmation Submitted
2 Years Ago on 2 Oct 2023
Full Accounts Submitted
2 Years 10 Months Ago on 21 Dec 2022
Confirmation Submitted
3 Years Ago on 30 Sep 2022
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Documents
Confirmation statement made on 30 September 2025 with no updates
Submitted on 8 Oct 2025
Termination of appointment of Christopher Luke Exley as a director on 26 August 2025
Submitted on 26 Aug 2025
Cessation of Christopher Luke Exley as a person with significant control on 26 August 2025
Submitted on 26 Aug 2025
Total exemption full accounts made up to 31 October 2024
Submitted on 23 Jun 2025
Confirmation statement made on 30 September 2024 with no updates
Submitted on 3 Oct 2024
Total exemption full accounts made up to 31 October 2023
Submitted on 22 Jul 2024
Registered office address changed from Ty Mwnt Monkswood Usk NP15 1QE Wales to Fairway House Links Business Park St. Mellons Cardiff CF3 0LT on 22 July 2024
Submitted on 22 Jul 2024
Confirmation statement made on 30 September 2023 with no updates
Submitted on 2 Oct 2023
Total exemption full accounts made up to 31 October 2022
Submitted on 21 Dec 2022
Confirmation statement made on 30 September 2022 with no updates
Submitted on 30 Sep 2022
Repayment History
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