Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 9 February 2027
- Last conf. stmt
- 26 January 2026
Lewis Financial Planning & Wealth Management Ltd
- Incorporated
- 27 January 2022 (4 years)
- Previously known as
- Dugdale Taylor Ltd (until 10 September 2024)This list may be incomplete. See all names on Companies House
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Owned by
- Gareth John Lewis
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- 12 Cathedral RoadCardiffCF11 9LJ
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Gareth John Lewis
Individual · Notified 27 January 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born April 1975 (51)
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £65,052
- Cash
- £19,014
- Employees
- 3
- Debt Ratio
- 86%
- Current Ratio
- 0.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| Fixed Assets | £443,260 | £502,144 | £561,987 |
| Current Assets | £38,133 | £65,967 | £173,159 |
| Debtors | £19,119 | £20,891 | £20,043 |
| Cash | £19,014 | £45,076 | £153,116 |
| Creditors (< 1 year) | £295,720 | £318,816 | |
| Creditors (> 1 year) | £179,777 | £315,070 | |
| Net Current Assets | (£257,587) | (£252,849) | (£188,250) |
| Net Assets | £65,052 | £69,111 | £58,289 |
| Shareholder Funds | £65,052 | £69,111 |
Filings
Filing history not loaded yet. See it on Companies House
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