Annual accounts
Unaudited abridged accounts
31/01/2027Filing deadline
Made up to 30/04/2025Due 31/01/2027
- Next accounts made up to
- 30/04/2026
- Last accounts made up to
- 30/04/2025
PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD
Active- 11407698Copy
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Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 74 Childwall Valley Road, Liverpool L16 4PF
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Unaudited abridged
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 23/06/2026View PDF (9 pages)
Unaudited abridged accounts made up to 2026-04-30
- 10/02/2026View PDF (3 pages)
Certificate of change of name
- 22/12/2025View PDF (3 pages)
Confirmation statement made on 2025-12-20 with no updates
- 16/07/2025View PDF (9 pages)
Unaudited abridged accounts made up to 2025-04-30
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 20/12/2026
- Last statement dated
- 30/04/2025
Financial performance
The latest figures PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£19.42K2026
-66.74%vs 20252025: £58.40K
Total Assets
£2.12K2026
-85.25%vs 20252025: £14.35K
Cash in Bank
£169.73K2026
65.37%vs 20252025: £102.63K
Total Liabilities
£0.002026
No changevs 20252025: £0.00
Employees
42026
0vs 20252025: 4
Of the 4 measures with an earlier filing to compare against, 1 rose, 2 fell and 1 was unchanged. Cash in bank moved furthest, up 65.37% on 2025. See the full financial analysis for PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD.
The full financial record
Four ways through PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -47.6% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2022–2026.Plot the figuresNothing estimatedRatios from the filed figures2 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 4 | 0 |
| 2025 | 4 | 0 |
| 2024 | 4 | 0 |
| 2023 | 4 | +1 |
| 2022 | 3 | – |
Reported employee count increased from 3 in 2022 to 4 in 2026. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/03/2023–Present | 8 | |
| Director | 11/06/2018–30/11/2022 | 0 | |
| Director | 05/07/2022–Present | 3 |
Persons with significant control
7Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 20/12/2022–Present | 0 | |
| 11/06/2018–20/12/2022 | 0 | |
| 11/06/2018–Present | 0 | |
| 10/06/2018–Present | 0 | |
| 01/12/2022–01/03/2023 | 0 | |
| 30/11/2022–Present | 0 | |
| 01/12/2022–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 17 Since 20/12/2022
- Last 12 months
- 3 Same as the year before (3)
- Most recent filing
- 23/06/2026 3 months ago
What changed in the last year
- Accounts filedLatest 23/06/2026
- Company nameLatest 10/02/2026
- Confirmation statementLatest 22/12/2025
Filing timeline
- 23/06/2026View PDF (9 pages)
Unaudited abridged accounts made up to 2026-04-30
- 10/02/2026View PDF (3 pages)
Certificate of change of name
- 22/12/2025View PDF (3 pages)
Confirmation statement made on 2025-12-20 with no updates
- 16/07/2025View PDF (9 pages)
Unaudited abridged accounts made up to 2025-04-30
- 06/01/2025View PDF (3 pages)
Confirmation statement made on 2024-12-20 with no updates
- 03/12/2024View PDF (9 pages)
Unaudited abridged accounts made up to 2024-04-30
- 03/01/2024View PDF (3 pages)
Confirmation statement made on 2023-12-20 with no updates
- 17/10/2023View PDF (8 pages)
Amended accounts made up to 2023-04-30
- 24/07/2023View PDF (9 pages)
Unaudited abridged accounts made up to 2023-04-30
- 30/05/2023View PDF (1 pages)
Cessation of Jack Patrick Donnellan as a person with significant control on 2022-12-20
- 30/05/2023View PDF (2 pages)
Notification of Gary Christopher Donnellan as a person with significant control on 2022-12-20
- 30/05/2023View PDF (1 pages)
Cessation of Donna Elizabeth Donnellan as a person with significant control on 2023-03-01
Showing 12 of 17 filings
See when the next accounts and confirmation statement are due
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1,448 UK companies are similar to PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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About PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD
A short description of the company, written from its Companies House record.
PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD is a private limited company registered in the United Kingdom, based in 74 Childwall Valley Road, Liverpool L16 4PF. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 8 years 3 months.
The register currently records it as active. Its 2026 accounts report net assets of £19.42K and 4 employees.
PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD do?
Companies House records PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD still active?
PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD is recorded as active on the Companies House register, and has been on it since 11/06/2018.
What are PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £19.42K, total assets of £2.12K, cash in bank of £169.73K and total liabilities of £0.00.
When did PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD last file with Companies House?
The most recent document on the record is dated 23/06/2026: Unaudited abridged accounts made up to 2026-04-30, 3 months ago.
When are PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD's next filings due?
On the current registry record, accounts are due by 31/01/2027.
Who runs PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD?
Companies House lists 3 officers (2 currently in post) and 7 people with significant control (5 current).