£129k
+19%vs Mar 2025Active11333705Private limited companyMold
CELTIC FINANCIAL PLANNING LTD
Significant control: Robert George Lewis (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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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What does Celtic Financial Planning Ltd sell?
Registered activity: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
CELTIC FINANCIAL PLANNING LTD is an active private limited company (company number 11333705) incorporated on 27 April 2018, registered in Mold. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest small accounts cover the period ending 31 March 2026, showing net assets of £129k and cash of £210k, with 8 employees on average. Net assets rose 19% on the prior period (£109k). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the top quarter of 74 comparable companies in Liverpool (median £8,162, upper quartile £60k).
02
Ownership and control
- Mr Robert George Lewis
- owns 75–100% of shares
- holds 75–100% of voting rights
- Stephen Nigel Dale
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
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
- 27 April 20188 yrs ago
- Next accounts due
- 31 December 2027in 432 days
- Confirmation statement due
- 11 May 2027in 198 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£210k
+149%vs Mar 2025Not reported
8
+14%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £129k | £210k | £31k | — | — | — | 8 |
| 31 March 2025 | £109k | £84k | £45k | — | — | — | 7 |
| 31 March 2024 | £94k | £62k | £30k | — | — | — | 6 |
Cash per employee£26kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £129,234 at 31 March 2026
- Net assets up 10% or more on the prior period+18.9% vs prior period
- Cash at bank of £50,000 or moreCash £210,388
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 27 April 2018
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 432 days
- Confirmation statement duein 198 days
- Accounts period endNet assets £129k · small accounts
- Accounts period endNet assets £109k · small accounts
- Accounts period endNet assets £94k · small accounts
- Incorporated
08
Similar companies in Liverpool
- ASHP ASSET MANAGEMENT LTDLiverpool · inc. Jul 2018
- EJS PARAPLANNING SERVICES LIMITEDWirral · inc. Feb 2018
- CAPITAL MARKETING LIMITEDLiverpool · inc. Aug 2018
- PIP IT GLOBAL LIMITEDWirral · inc. Dec 2017
- DEE VALLEY FINANCE LIMITEDChester · inc. Nov 2017
- ASTUTE INVESTMENT MANAGEMENT LTDEwloe · inc. Jan 2019
All companies incorporated on 27 April 2018 · in Apr 2018.
09
Reminders for CELTIC FINANCIAL PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.