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Wholesome Financial Planning Limited

Wholesome Financial Planning Limited is an active company incorporated on 3 March 2023 with the registered office located in Reading, Berkshire. Wholesome Financial Planning Limited was registered 2 years 8 months ago.
Status
Active
Active since incorporation
Company No
14702409
Private limited company
Age
2 years 8 months
Incorporated 3 March 2023
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 2 March 2025 (8 months ago)
Next confirmation dated 2 March 2026
Due by 16 March 2026 (4 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 6 Apr5 Apr 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 5 April 2026
Due by 5 January 2027 (1 year 1 month remaining)
Address
3 School Terrace
Reading
RG1 3LS
England
Same address since incorporation
Telephone
0118 3151712
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
2
Director • British • Lives in England • Born in Jan 1993
Director • British • Lives in England • Born in Sep 1992
Mrs Lucy Kate Grifferty
PSC • British • Lives in England • Born in Sep 1992
Mr Matthew John Grifferty
PSC • British • Lives in England • Born in Jan 1993
Shareholders, PSCs & Group Structure
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Mutual Companies
Mindful Money Financial Coaching Limited
Matthew John Grifferty is a mutual person.
Dissolved
Brands
Wholesome Financial Planning
Wholesome Financial Planning is an independent financial planning firm that provides financial advice to clients at different life stages.
Financials
Net Assets, Total Assets & Total Liabilities (2024–2025)
Period Ended
5 Apr 2025
For period 5 Apr5 Apr 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
1
Increased by 1 (%)
Total Assets
£23.46K
Increased by £17.12K (+270%)
Total Liabilities
-£25.8K
Increased by £430 (+2%)
Net Assets
-£2.34K
Increased by £16.69K (-88%)
Debt Ratio (%)
110%
Decreased by 290.12% (-73%)
Latest Activity
Micro Accounts Submitted
9 Days Ago on 6 Nov 2025
Matthew John Grifferty (PSC) Appointed
4 Months Ago on 30 Jun 2025
Mrs Lucy Kate Grifferty (PSC) Details Changed
4 Months Ago on 30 Jun 2025
Mr Matthew John Grifferty Appointed
4 Months Ago on 30 Jun 2025
Confirmation Submitted
8 Months Ago on 3 Mar 2025
Micro Accounts Submitted
1 Year 2 Months Ago on 29 Aug 2024
Confirmation Submitted
1 Year 8 Months Ago on 4 Mar 2024
Accounting Period Extended
2 Years 8 Months Ago on 9 Mar 2023
Incorporated
2 Years 8 Months Ago on 3 Mar 2023
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Documents
Micro company accounts made up to 5 April 2025
Submitted on 6 Nov 2025
Appointment of Mr Matthew John Grifferty as a director on 30 June 2025
Submitted on 30 Jun 2025
Change of details for Mrs Lucy Kate Grifferty as a person with significant control on 30 June 2025
Submitted on 30 Jun 2025
Notification of Matthew John Grifferty as a person with significant control on 30 June 2025
Submitted on 30 Jun 2025
Confirmation statement made on 2 March 2025 with no updates
Submitted on 3 Mar 2025
Micro company accounts made up to 5 April 2024
Submitted on 29 Aug 2024
Confirmation statement made on 2 March 2024 with no updates
Submitted on 4 Mar 2024
Current accounting period extended from 31 March 2024 to 5 April 2024
Submitted on 9 Mar 2023
Incorporation
Submitted on 3 Mar 2023
Repayment History
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