CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED

Key Data

Status

Active

Company No.

08795020

Incorporation date

28/11/2013

Size

Micro Entity

Classification

Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 28/11/2013)

31/03/2026

Micro company accounts made up to 2025-06-30

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23/12/2025

Confirmation statement made on 2025-11-28 with no updates

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31/03/2025

Micro company accounts made up to 2024-06-30

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16/12/2024

Confirmation statement made on 2024-11-28 with no updates

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06/12/2024

Miscellaneous

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31/03/2024

Micro company accounts made up to 2023-06-30

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13/12/2023

Confirmation statement made on 2023-11-28 with no updates

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28/03/2023

Micro company accounts made up to 2022-06-30

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28/11/2022

Confirmation statement made on 2022-11-28 with no updates

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31/03/2022

Micro company accounts made up to 2021-06-30

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10/12/2021

Confirmation statement made on 2021-11-28 with no updates

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30/06/2021

Micro company accounts made up to 2020-06-30

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10/12/2020

Confirmation statement made on 2020-11-28 with no updates

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30/06/2020

Micro company accounts made up to 2019-06-30

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28/01/2020

Confirmation statement made on 2019-11-28 with no updates

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31/03/2019

Micro company accounts made up to 2018-06-30

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03/01/2019

Confirmation statement made on 2018-11-28 with no updates

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31/03/2018

Micro company accounts made up to 2017-06-30

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11/12/2017

Confirmation statement made on 2017-11-28 with no updates

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31/03/2017

Micro company accounts made up to 2016-06-30

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31/01/2017

Confirmation statement made on 2016-11-28 with updates

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13/01/2017

Registered office address changed from Suite 1a Ystrad Trade Park 119 Ystrad Road Fforestfach Swansea SA5 4JB Wales to The Old Bank 30 st. Teilo Street Pontarddulais Swansea SA4 8SZ on 2017-01-13

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31/03/2016

Micro company accounts made up to 2015-06-30

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08/02/2016

Annual return made up to 2015-11-28 with full list of shareholders

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08/02/2016

Director's details changed for Mr Clive John Howells on 2015-10-28

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15/06/2015

Registered office address changed from Brunel House 995 Gorseinon Road Penllergaer Swansea SA4 9RU to Suite 1a Ystrad Trade Park 119 Ystrad Road Fforestfach Swansea SA5 4JB on 2015-06-15

View PDF (1 pages)

20/02/2015

Certificate of change of name

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17/02/2015

Statement of capital following an allotment of shares on 2014-11-01

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10/02/2015

Resolutions

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21/12/2014

Annual return made up to 2014-11-28 with full list of shareholders

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24/07/2014

Total exemption small company accounts made up to 2014-06-30

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22/07/2014

Previous accounting period shortened from 2014-11-30 to 2014-06-30

View PDF (1 pages)

10/12/2013

Registered office address changed from 995 Gorseinon Road Penllergaer Swansea SA4 9RU Wales on 2013-12-10

View PDF (1 pages)

09/12/2013

Registered office address changed from Brunel House 995a Gorseinon Road Penllergaer Swansea SA4 9RU Wales on 2013-12-09

View PDF (1 pages)

28/11/2013

Incorporation

View PDF (27 pages)

2030

0 % *

* during past year

Total Assets

£0.00

2030

0 *

* during past year

Number of employees

2030

0 % *

* during past year

Cash in Bank

£0.00

Business linkages

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Confirmation

Last made up date

30/06/2024

Next confirmation date

28/11/2026

Last change occurred

30/06/2024

Accounts

Micro Entity

Last made up date

30/06/2024

Next account date

30/06/2025

Next due on

31/03/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
0
22.01K
-
0.00
-
-

2022
0
22.09K
-
0.00
-
-

2030
-
-
-
0.00
-
-

2030
-
-
-
0.00
-
-

Employees

2030

Employees

Net Assets(GBP)

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Howells, Clive John	Director	28/11/2013 - Present	48

Persons with Significant Control

This information is available in our reports and to subscription users.

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15/04/1996

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RBORGANIC LTD13 Greshop Road, Greshop Industrial Estate, Forres IV36 2GU

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SC278017

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F. H. PULLIN & SONS LIMITEDMoreton House, 31 High Street, Buckingham, Bucks MK18 1NU

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Description

About CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED

CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED is an(a) Active company incorporated on 28/11/2013 with the registered office located at The Old Bank 30 St. Teilo Street, Pontarddulais, Swansea SA4 8SZ. There is currently 1 active director according to the latest confirmation statement. Number of employees Unknown according to last financial statements.

Frequently Asked Questions

What is the current status of CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED?

CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED is currently Active. It was registered on 28/11/2013 .

Where is CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED located?

CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED is registered at The Old Bank 30 St. Teilo Street, Pontarddulais, Swansea SA4 8SZ.

What does CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED do?

CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED operates in the Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007) sector.

What is the latest filing for CELTIC WEALTH MANAGEMENT AND FINANCIAL PLANNING LIMITED?

The latest filing was on 31/03/2026: Micro company accounts made up to 2025-06-30.