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Doherty Pension & Investment Consultancy Limited

Doherty Pension & Investment Consultancy Limited is an active company incorporated on 7 February 1997 with the registered office located in Belfast, County Antrim. Doherty Pension & Investment Consultancy Limited was registered 28 years ago.
Status
Active
Active since incorporation
Company No
NI031915
Private limited company
Northern Ireland Company
Age
28 years
Incorporated 7 February 1997
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 2 January 2025 (10 months ago)
Next confirmation dated 2 January 2026
Due by 16 January 2026 (2 months remaining)
Last change occurred 2 years 5 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 May 2024 (1 year 5 months)
Accounts type is Full
Next accounts for period 31 May 2025
Due by 28 February 2026 (3 months remaining)
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Contact Update Details
Address
6th Floor River House
48-60 High Street
Belfast
BT1 2BE
Northern Ireland
Address changed on 9 Oct 2024 (1 year ago)
Previous address was 114-116 Royal Avenue Belfast BT1 1DL
Telephone
02890533350
Email
Available in Endole App
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People
Officers
8
Shareholders
1
Controllers (PSC)
1
Lorraine Sarah Rodgers
Director • Operations Director • Northern Irish • Lives in Northern Ireland • Born in Jul 1973
John Dooher
Director • Independent Financial Adviser • Irish • Lives in Northern Ireland • Born in Dec 1981
Stephen Cross
Director • British • Lives in Northern Ireland • Born in Jun 1971
Michael David Wright
Director • British • Lives in England • Born in Apr 1982
Gavin Curran
Director • Independent Financial Adviser • Irish • Lives in Northern Ireland • Born in Jun 1975
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Shareholders, PSCs & Group Structure
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Mutual Companies
Ssas Solutions (UK) Ltd
Murray Beveridge Smith and Michael David Wright are mutual people.
Active
Mattioli Woods Limited
Michael David Wright is a mutual person.
Active
Ludlow Wealth Management Group Ltd
Michael David Wright is a mutual person.
Active
Cullen Wealth Limited
Michael David Wright is a mutual person.
Active
Richings Financial Management Ltd
Murray Beveridge Smith is a mutual person.
Active
M C Trustees (Pensions) Limited
Michael David Wright is a mutual person.
Active
White Mortgages Limited
Michael David Wright is a mutual person.
Active
LWMG Midco Limited
Michael David Wright is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 May 2024
For period 31 Dec ⟶ 31 May 2024
Traded for 17 months
Cash in Bank
£2.93M
Decreased by £1.56M (-35%)
Turnover
£5.03M
Increased by £2.01M (+67%)
Employees
31
Same as previous period
Total Assets
£3.8M
Decreased by £4.69M (-55%)
Total Liabilities
-£809.55K
Increased by £330.8K (+69%)
Net Assets
£2.99M
Decreased by £5.02M (-63%)
Debt Ratio (%)
21%
Increased by 15.65% (+278%)
See 10 Year Full Financials
Latest Activity
Murray Beveridge Smith Resigned
5 Months Ago on 16 May 2025
Full Accounts Submitted
8 Months Ago on 5 Mar 2025
Confirmation Submitted
9 Months Ago on 6 Jan 2025
Registered Address Changed
1 Year Ago on 9 Oct 2024
Gavin Curran Resigned
1 Year 4 Months Ago on 19 Jun 2024
Confirmation Submitted
1 Year 9 Months Ago on 11 Jan 2024
Accounting Period Extended
1 Year 11 Months Ago on 20 Nov 2023
Full Accounts Submitted
2 Years 1 Month Ago on 27 Sep 2023
Confirmation Submitted
2 Years 5 Months Ago on 17 May 2023
Terence Henry Lappin (PSC) Resigned
2 Years 6 Months Ago on 19 Apr 2023
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Documents
Termination of appointment of Murray Beveridge Smith as a director on 16 May 2025
Submitted on 25 May 2025
Full accounts made up to 31 May 2024
Submitted on 5 Mar 2025
Confirmation statement made on 2 January 2025 with no updates
Submitted on 6 Jan 2025
Registered office address changed from 114-116 Royal Avenue Belfast BT1 1DL to 6th Floor River House 48-60 High Street Belfast BT1 2BE on 9 October 2024
Submitted on 9 Oct 2024
Termination of appointment of Gavin Curran as a director on 19 June 2024
Submitted on 26 Jun 2024
Confirmation statement made on 2 January 2024 with no updates
Submitted on 11 Jan 2024
Current accounting period extended from 31 December 2023 to 31 May 2024
Submitted on 20 Nov 2023
Full accounts made up to 31 December 2022
Submitted on 27 Sep 2023
Statement of capital following an allotment of shares on 19 April 2023
Submitted on 17 May 2023
Notification of Mattioli Woods Plc as a person with significant control on 19 April 2023
Submitted on 17 May 2023
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Repayment History
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