LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD

Key Data

Status

Active

Company No.

13875627

Incorporation date

27/01/2022

Size

Total Exemption Full

Classification

Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 15/12/2022)

09/02/2026

Confirmation statement made on 2026-01-26 with updates

View PDF (4 pages)

27/11/2025

Total exemption full accounts made up to 2025-03-31

View PDF (11 pages)

09/02/2025

Confirmation statement made on 2025-01-26 with updates

View PDF (4 pages)

10/09/2024

Certificate of change of name

View PDF (3 pages)

09/09/2024

Total exemption full accounts made up to 2024-03-31

View PDF (11 pages)

30/01/2024

Director's details changed for Mr Gareth John Lewis on 2023-04-01

View PDF (2 pages)

30/01/2024

Change of details for Mr Gareth John Lewis as a person with significant control on 2023-04-01

View PDF (2 pages)

30/01/2024

Confirmation statement made on 2024-01-26 with updates

View PDF (4 pages)

08/06/2023

Total exemption full accounts made up to 2023-03-31

View PDF (9 pages)

05/06/2023

Registered office address changed from Suite 2.08 Second Floor 12 Cathedral Road Cardiff CF11 9LJ Wales to 12 Cathedral Road Cardiff CF11 9LJ on 2023-06-05

View PDF (1 pages)

08/02/2023

Confirmation statement made on 2023-01-26 with no updates

View PDF (3 pages)

03/01/2023

Current accounting period extended from 2023-01-31 to 2023-03-31

View PDF (1 pages)

15/12/2022

Registered office address changed from The Business Centre, Cardiff House Cardiff Road Vale of Glamorgan CF63 2AW Wales to Suite 2.08 Second Floor 12 Cathedral Road Cardiff CF11 9LJ on 2022-12-15

View PDF (1 pages)

2023

0 % *

* during past year

Total Assets

£0.00

2023

0 *

* during past year

Number of employees

2023

0 % *

* during past year

Cash in Bank

£153,116.00

Business linkages

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Confirmation

Last made up date

31/03/2025

Next confirmation date

26/01/2027

Last change occurred

31/03/2025

Accounts

Total Exemption Full

Last made up date

31/03/2025

Next account date

31/03/2026

Next due on

31/12/2026

See more events →

Financial Ratios

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

2023
2
58.29K
-
0.00
153.12K
-

2023
2
58.29K
-
0.00
153.12K
-

Employees

2023

Employees

2 - *

Net Assets(GBP)

58.29K £- *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

153.12K £- *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Lewis, Gareth John	Director	27/01/2022 - Present	3

Persons with Significant Control

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

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03185729

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15/04/1996

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Mixed farming

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SC127217

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

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Growing of other non-perennial crops

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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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Mixed farming

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Description

About LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD

LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD is an(a) Active company incorporated on 27/01/2022 with the registered office located at 12 Cathedral Road, Cardiff CF11 9LJ. There is currently 1 active director according to the latest confirmation statement. Number of employees 2 according to last financial statements.

Frequently Asked Questions

What is the current status of LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD?

LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD is currently Active. It was registered on 27/01/2022 .

Where is LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD located?

LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD is registered at 12 Cathedral Road, Cardiff CF11 9LJ.

What does LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD do?

LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD operates in the Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007) sector.

How many employees does LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD have?

LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD had 2 employees in 2023.

What is the latest filing for LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD?

The latest filing was on 09/02/2026: Confirmation statement made on 2026-01-26 with updates.