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Destination Financial Planning Limited

Destination Financial Planning Limited is an active company incorporated on 30 April 2015 with the registered office located in Belfast, County Antrim. Destination Financial Planning Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
NI631014
Private limited company
Northern Ireland Company
Age
10 years
Incorporated 30 April 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 30 April 2025 (5 months ago)
Next confirmation dated 30 April 2026
Due by 14 May 2026 (6 months remaining)
Last change occurred 5 months ago
Accounts
Submitted
For period 1 Apr29 Oct 2024 (7 months)
Accounts type is Micro Entity
Next accounts for period 29 October 2025
Due by 29 July 2026 (9 months remaining)
Address
1st Floor Avenue House
42-44 Rosemary Street
Belfast
BT1 1QE
Northern Ireland
Address changed on 5 Dec 2024 (10 months ago)
Previous address was 5 Cloughmore Terrace Warrenpoint Newry BT34 3HP Northern Ireland
Telephone
028 30851199
Email
Unreported
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Secretary • Secretary
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Director • British • Lives in England • Born in Feb 1970
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
Director • British • Lives in England • Born in Jul 1975
Shareholders, PSCs & Group Structure
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Mutual Companies
Lee Strathy Limited
Stephen David Willis, Susan Marie Puddephatt, and 3 more are mutual people.
Active
True Wealth Planning Solutions Limited
Stephen David Willis, Susan Marie Puddephatt, and 3 more are mutual people.
Active
Tag Financial Planning Limited
Stephen David Willis, Susan Marie Puddephatt, and 3 more are mutual people.
Active
Cutter & Co Financial Planning Limited
Stephen David Willis, Susan Marie Puddephatt, and 3 more are mutual people.
Active
Navigator Financial Planning Limited
Stephen David Willis, Susan Marie Puddephatt, and 3 more are mutual people.
Active
Watson Laird Limited
Stephen David Willis, Susan Marie Puddephatt, and 3 more are mutual people.
Active
Flowers McEwan Limited
Michelmores Secretaries Limited, Timothy Peter Crew, and 2 more are mutual people.
Active
Veracity Asset Transformation Service Limited
Susan Marie Puddephatt, Michelmores Secretaries Limited, and 2 more are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
29 Oct 2024
For period 29 Mar29 Oct 2024
Traded for 7 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£15.89K
Increased by £3.92K (+33%)
Total Liabilities
-£9
Decreased by £1.99K (-100%)
Net Assets
£15.89K
Increased by £5.91K (+59%)
Debt Ratio (%)
0%
Decreased by 16.64% (-100%)
Latest Activity
Micro Accounts Submitted
1 Month Ago on 27 Aug 2025
True Wealth Planning Solutions Limited (PSC) Details Changed
3 Months Ago on 1 Jul 2025
Accounting Period Shortened
4 Months Ago on 28 May 2025
Confirmation Submitted
5 Months Ago on 30 Apr 2025
Ms Susan Marie Puddephatt Details Changed
10 Months Ago on 12 Dec 2024
Registered Address Changed
10 Months Ago on 5 Dec 2024
Ms Susan Marie Puddephatt Appointed
11 Months Ago on 30 Oct 2024
Timothy Peter Crew Resigned
11 Months Ago on 30 Oct 2024
John Baxter Resigned
11 Months Ago on 30 Oct 2024
Michelmores Secretaries Limited Appointed
11 Months Ago on 30 Oct 2024
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Documents
Micro company accounts made up to 29 October 2024
Submitted on 27 Aug 2025
Change of details for True Wealth Planning Solutions Limited as a person with significant control on 1 July 2025
Submitted on 1 Jul 2025
Previous accounting period shortened from 31 March 2025 to 29 October 2024
Submitted on 28 May 2025
Confirmation statement made on 30 April 2025 with updates
Submitted on 30 Apr 2025
Director's details changed for Ms Susan Marie Puddephatt on 12 December 2024
Submitted on 13 Dec 2024
Registered office address changed from 5 Cloughmore Terrace Warrenpoint Newry BT34 3HP Northern Ireland to 1st Floor Avenue House 42-44 Rosemary Street Belfast BT1 1QE on 5 December 2024
Submitted on 5 Dec 2024
Appointment of Michelmores Secretaries Limited as a secretary on 30 October 2024
Submitted on 27 Nov 2024
Appointment of Ms Susan Marie Puddephatt as a director on 30 October 2024
Submitted on 27 Nov 2024
Termination of appointment of John Baxter as a director on 30 October 2024
Submitted on 27 Nov 2024
Termination of appointment of Timothy Peter Crew as a director on 30 October 2024
Submitted on 27 Nov 2024
Repayment History
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