Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 4 May 2027
- Last conf. stmt
- 20 April 2026
Create Financial Planning Ltd
- Incorporated
- 20 April 2009 (17 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Peter Lewis DaviesStephen Anthony Ng
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- The Estates OfficeGold TopsNewportNP20 4PG
Officers 3 active
Officer details are public data from the Companies House register.
Davies, Peter Lewis
Secretary · Appointed 20 April 2009
Director · Appointed 20 April 2009
Also at Create Wealth Management Ltd · more companies
British
Born July 1967 (59)
Director · Appointed 20 April 2009
British
Born October 1965 (61)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 4 January 2017
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born July 1967 (59)
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born October 1965 (61)
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Cash
- £46,449
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Cash | £46,449 | £39,324 | £24,459 | £25,263 | £20,053 | £2 |
| Creditors (< 1 year) | £2,184 | £3,217 | £991 | £4,994 | £4,004 | |
| Net Current Assets | £44,265 | £36,107 | £23,468 | £20,269 | £16,049 | |
| Net Assets | £2 | |||||
| Shareholder Funds | £44,265 | £36,107 | £23,468 | £20,269 | £16,049 | £2 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 May 2026 | Director's details changed | |||
| 10 May 2026 | Director's details changed | |||
| 23 April 2026 | Confirmation statement with no updates | 20 April 2026 | ||
| 5 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 22 April 2025 | Confirmation statement with no updates | 20 April 2025 |
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