Lewis Financial Planning & Wealth Management Ltd
Lewis Financial Planning & Wealth Management Ltd is an active company incorporated on 27 January 2022 with the registered office located in Cardiff, South Glamorgan. Lewis Financial Planning & Wealth Management Ltd was registered 3 years ago.
Status
Active
Active since incorporation
Company No
13875627
Private limited company
Age
3 years
Incorporated 27 January 2022
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 26 January 2025 (9 months ago)
Next confirmation dated 26 January 2026
Due by 9 February 2026 (2 months remaining)
Last change occurred 9 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 (1 month remaining)
Shareholders, PSCs & Group Structure
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Financials
Net Assets, Total Assets & Total Liabilities (2023–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£45.08K
Decreased by £108.04K (-71%)
Turnover
Unreported
Same as previous period
Employees
3
Increased by 1 (+50%)
Total Assets
£568.11K
Decreased by £167.04K (-23%)
Total Liabilities
-£499K
Decreased by £177.86K (-26%)
Net Assets
£69.11K
Increased by £10.82K (+19%)
Debt Ratio (%)
88%
Decreased by 4.24% (-5%)
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Repayment History
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