£874
−25%vs Oct 2024Active09297280Private limited companySt. Asaph
ADVOCATE FINANCIAL PLANNING LTD
Significant control: Joanne Holley (25–50%), Gareth Roberts (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
ADVOCATE FINANCIAL PLANNING LTD is an active private limited company (company number 09297280) incorporated on 5 November 2014, registered in St. Asaph. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 October 2025, showing net assets of £874, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 25% on the prior period (£1,171).
Peer position · net assets
By net assets it sits in the lower half of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Miss Joanne Holley
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
- has significant influence or control
- Mr Gareth Roberts
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- has significant influence or control
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 5 November 201411 yrs ago
- Next accounts due
- 31 July 2027in 276 days
- Confirmation statement due
- 19 November 2026in 22 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Oct 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 October 2025 | £874 | — | — | £3,751 | — | — | 2 |
| 31 October 2024 | £1,171 | — | — | £10k | — | — | 2 |
Current ratio1.05Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £874 at 31 October 2025
- Net assets down 25% or more on the prior period-25.4% vs prior period
- Incorporated five or more years agoIncorporated 5 November 2014
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 276 days
- Confirmation statement duein 22 days
- Accounts period endNet assets £874 · micro accounts
- Accounts period endNet assets £1,171 · micro accounts
- Incorporated
08
Similar companies in the UK
- JONES FINANCIAL (NORWICH) LIMITEDNorwich · inc. Nov 2014
- SGR ENTERPRISES LIMITEDCongleton · inc. Nov 2014
- BFIFA LIMITEDExeter · inc. Nov 2014
- BESPOKE FINANCIAL PLANNING LTDBury St. Edmunds · inc. Oct 2014
- LAKE SHORE CAPITAL LIMITEDLincoln · inc. Nov 2014
- WLS OFFICE LIMITEDMalvern · inc. Oct 2014
All companies incorporated on 5 November 2014 · in Nov 2014.
09
Reminders for ADVOCATE FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.