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Julia Williams Financial Planning Ltd

Julia Williams Financial Planning Ltd is an active company incorporated on 25 April 2022 with the registered office located in Keith, Banffshire. Julia Williams Financial Planning Ltd was registered 3 years ago.
Status
Active
Active since incorporation
Company No
SC730411
Private limited company
Scottish Company
Age
3 years
Incorporated 25 April 2022
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 24 April 2025 (5 months ago)
Next confirmation dated 24 April 2026
Due by 8 May 2026 (6 months remaining)
Last change occurred 1 year 5 months ago
Accounts
Submitted
For period 1 Sep31 Dec 2024 (1 year 4 months)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
2-4 Fife Street Dufftown
Keith
AB55 4AL
United Kingdom
Same address since incorporation
Telephone
01343 814000
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in Aug 1982
Director • British • Lives in Scotland • Born in Dec 1973
Director • British • Lives in UK • Born in Aug 1963
CM Bidco Limited
PSC
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Mutual Companies
Campbell & McConnachie Limited
David Alexander McConachie, Ross William Davidson, and 1 more are mutual people.
Active
CM Bidco Limited
David Alexander McConachie, Ross William Davidson, and 1 more are mutual people.
Active
Oakbank Financial Services Ltd
David Alexander McConachie and Ross William Davidson are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2023–2024)
Period Ended
31 Dec 2024
For period 31 Aug31 Dec 2024
Traded for 16 months
Cash in Bank
£210.53K
Increased by £167.13K (+385%)
Turnover
£637.57K
Increased by £637.57K (%)
Employees
7
Increased by 2 (+40%)
Total Assets
£280.76K
Increased by £227.68K (+429%)
Total Liabilities
-£82.01K
Increased by £49.9K (+155%)
Net Assets
£198.75K
Increased by £177.78K (+848%)
Debt Ratio (%)
29%
Decreased by 31.29% (-52%)
Latest Activity
Full Accounts Submitted
20 Days Ago on 25 Sep 2025
Confirmation Submitted
5 Months Ago on 29 Apr 2025
Accounting Period Extended
10 Months Ago on 13 Dec 2024
Mr Euan Halliday Lock Appointed
1 Year 4 Months Ago on 12 Jun 2024
Confirmation Submitted
1 Year 5 Months Ago on 29 Apr 2024
Julia Barclay Williams (PSC) Resigned
1 Year 10 Months Ago on 30 Nov 2023
Mr Ross William Davidson Appointed
1 Year 10 Months Ago on 30 Nov 2023
Cm Bidco Limited (PSC) Appointed
1 Year 10 Months Ago on 30 Nov 2023
Julia Barclay Williams Resigned
1 Year 10 Months Ago on 30 Nov 2023
Mr David Alexander Mcconachie Appointed
1 Year 10 Months Ago on 30 Nov 2023
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Documents
Full accounts made up to 31 December 2024
Submitted on 25 Sep 2025
Confirmation statement made on 24 April 2025 with no updates
Submitted on 29 Apr 2025
Current accounting period extended from 31 August 2024 to 31 December 2024
Submitted on 13 Dec 2024
Appointment of Mr Euan Halliday Lock as a director on 12 June 2024
Submitted on 12 Jun 2024
Confirmation statement made on 24 April 2024 with updates
Submitted on 29 Apr 2024
Particulars of variation of rights attached to shares
Submitted on 21 Dec 2023
Change of share class name or designation
Submitted on 21 Dec 2023
Memorandum and Articles of Association
Submitted on 18 Dec 2023
Resolutions
Submitted on 18 Dec 2023
Appointment of Mr David Alexander Mcconachie as a director on 30 November 2023
Submitted on 7 Dec 2023
Repayment History
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