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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.
Watch Company
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 Sep
⟶
31 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)
Learn more about Julia Williams Financial Planning Ltd
Contact
Update Details
Address
2-4 Fife Street Dufftown
Keith
AB55 4AL
United Kingdom
Same address since
incorporation
Companies in AB55 4AL
Telephone
01343 814000
Email
Unreported
Website
Amberriver.com
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People
Officers
3
Shareholders
1
Controllers (PSC)
1
Euan Halliday Lock
Director • British • Lives in UK • Born in Aug 1982
Ross William Davidson
Director • British • Lives in Scotland • Born in Dec 1973
David Alexander McConachie
Director • British • Lives in UK • Born in Aug 1963
CM Bidco Limited
PSC
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Shareholders, PSCs & Group Structure
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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
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Financials
Net Assets, Total Assets & Total Liabilities (2023–2024)
Period Ended
31 Dec 2024
For period
31 Aug
⟶
31 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%)
See 10 Year Full Financials
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
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Repayment History
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