Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 26 September 2027
- Last conf. stmt
- 12 September 2026
City Financial Planning (Exeter) Limited
- Incorporated
- 30 July 1998 (28 years)
- Previously known as
- Queensgate Financial Advisers Limited (until 31 October 2013)Firmplan Limited (until 7 August 1998)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South West
- Address
- 3 Princes BuildingsBathBA1 2ED
Charges
- Total
- 3
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 3
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 19 September 2025
Also at City Financial Planning Limited
British
Born June 1962 (64)
Director · Appointed 15 October 2024
British
Born December 1966 (59)
Director · Appointed 23 April 2012
British
Born February 1966 (60)
Director · Appointed 12 November 2003
British
Born February 1962 (64)
Officer history (17 former)
14 October 2026
Resigned Webster, Craig as Director
19 September 2025
15 October 2024
15 October 2024
15 October 2024
Appointed Webster, Craig as Director
15 October 2024
15 October 2024
15 October 2024
15 October 2024
15 October 2024
23 July 2021
4 December 2020
23 July 2020
20 September 2019
12 August 2019
10 June 2019
30 April 2018
Resigned Withy King Company Services Limited as Corporate Secretary
21 September 2012
3 August 2012
Appointed Withy King Company Services Limited as Corporate Secretary
23 April 2012
15 October 2007
15 October 2007
30 January 2004
12 November 2003
Resigned Lewis, Christine Frances as Director
12 November 2003
Resigned Lewis, Stephen John as Director
12 November 2003
12 November 2003
12 November 2003
12 November 2003
12 November 2003
Resigned Lewis, Christine Frances as Secretary
12 November 2003
31 July 1998
Appointed Lewis, Christine Frances as Director
31 July 1998
Appointed Lewis, Stephen John as Director
31 July 1998
Appointed Lewis, Christine Frances as Secretary
31 July 1998
31 July 1998
30 July 1998
30 July 1998
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 03224580
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 March 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £16,836
- Cash
- £96,073
- Employees
- 7
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £3,935 | £9,488 | |||
| Current Assets | £166,624 | ||||
| Cash | £96,073 | (£8,211) | £41,130 | £91,693 | £60,790 |
| Creditors (< 1 year) | £117,342 | £56,693 | £81,375 | £94,633 | £69,962 |
| Net Current Assets | £96,662 | ||||
| Net Assets | £16,836 | (£5,725) | £19,129 | £53,093 | £104,443 |
| Shareholder Funds | £16,836 | (£5,725) | £19,129 | £53,093 | £104,443 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 January 2026 | Other filing | |||
| 11 January 2026 | Accounts filing | |||
| 11 January 2026 | Audit exemption subsidiary accounts | 31 March 2025 | ||
| 11 January 2026 | Other filing | |||
| 19 September 2025 | Appointment of a director |
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