Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 19 July 2027
- Last conf. stmt
- 5 July 2026
Regency Financial Advice Ltd
- Incorporated
- 2 May 2014 (12 years)
- Previously known as
- Walton Enterprises Limited (until 28 October 2014)This list may be incomplete. See all names on Companies House
- Industry
- Activities of financial services holding companies (64205)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- 17 Appleton CourtDurkarWF2 7AR
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 3 active
Officer details are public data from the Companies House register.
Walton, Daniel Lee
Secretary · Appointed 2 May 2014
Director · Appointed 2 May 2014
British
Born May 1980 (46)
British
Born October 1977 (49)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 June 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Company
Reg. no. 14027237
Former controllers (2)
30 June 2022
30 June 2022
Group structure 6 companies
Ownership group derived from the Companies House PSC register
Regency Financial Advice Ltd This company Owns 75–100% of shares
Regency Wealth Ltd Owns 75–100% of shares
Paul Smith Wealth Management Ltd Owns 75–100% of shares
Regentia Lifestyle Planning Ltd Owns 75–100% of shares
Whittaker Wealth Management Limited Owns 75–100% of shares
Financials
Figures from 2020 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £25,505
- up £25,266 (10572%)
- Employees
- 2
- no change
- Current Ratio
- 0.7x
Trend
Shareholder Funds
Balance sheet detail
| 2020 | 2019 | |
|---|---|---|
| Fixed Assets | £1,345,502 | £1,459,486 |
| Current Assets | £2,508,204 | £2,322,047 |
| Debtors | £2,482,699 | £2,321,808 |
| Cash | £25,505 | £239 |
| Creditors (< 1 year) | £3,846,071 | £3,661,896 |
| Net Current Assets | (£1,337,867) | (£1,339,849) |
| Shareholder Funds | £7,635 | £119,637 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 July 2026 | Confirmation statement with no updates | 5 July 2026 | ||
| 16 December 2025 | Current accounting period extended | |||
| 15 July 2025 | Confirmation statement with no updates | 5 July 2025 | ||
| 3 April 2025 | Total exemption full accounts | 30 June 2024 | ||
| 24 March 2025 | Registered office address changed |
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