# PENDLETON FINANCIAL PLANNING LIMITED (14002068)

> PENDLETON FINANCIAL PLANNING LIMITED is an active private limited company (company number 14002068) incorporated on 25 March 2022, registered in Swansea. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2026, showing net assets of £412k and cash of £22k, with 2 employees on average. Net assets fell 3% on the prior period (£424k). Across the last 3 periods on record the net-asset trend is flat.

- Status: Active
- Incorporated: 2022-03-25
- Registered office: Swansea, SA3 4UR
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2027-12-31
- Confirmation statement due: 2027-04-08
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 122 comparable companies in Swansea (median £12k, upper quartile £102k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | £412k | £22k | £15k | — | — | — | 2 |
| 2025-03-31 | £424k | £25k | £12k | — | — | — | 1 |
| 2024-03-31 | £420k | £8,271 | £19k | — | — | — | 1 |

net assets trend flat; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £411,944 at 31 March 2026
- Three or more accounting periods on record: 3 periods on record
- Incorporated two to five years ago: Incorporated 25 March 2022

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- David Michael Pendleton — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2022-03-25

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/14002068
HTML: https://firmoscan.com/company/14002068-pendleton-financial-planning-limited