Apex Independent Financial Planning Ltd

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Apex Independent Financial Planning Ltd

09747110•Private Limited With Share Capital

Elm Lodge 14 Elbow Lane, Formby, Liverpool, L374AF
WebsiteEmail01704827480

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Incorporated

25/08/2015

Company Age

10 years

Directors

1

Employees

3

SIC Code

66300

Risk

moderate risk

Company Overview

Registration, classification & business activity

Apex Independent Financial Planning Ltd (09747110) is a private limited with share capital incorporated on 25/08/2015 (10 years old) and registered in liverpool, L374AF. The company operates under SIC code 66300 - fund management activities.

A company dedicated to bespoke financial planning solutions for individuals and businesses. covering most financial matters we work closely with clients to help realise their goals and protect their assets, forging a trusted, long term partnership. with whole of market access we ensure clients recei...

Private Limited With Share Capital
SIC: 66300
Micro
Incorporated 25/08/2015
L374AF
3 employees

Financial Overview

Total Assets

£148.4K

Liabilities

£134.7K

Net Assets

£13.7K

Est. Turnover

£435.7K

AI Estimated
Unreported
Cash

£0

Key Metrics

3

Employees

1

Directors

1

Shareholders

Board of Directors

1
P
paul jason neave
director

Filed Documents

25
Change Person Director Company With Change Date
Category:Officers
Date:27-01-2026
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:09-12-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-08-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:23-05-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:27-08-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:29-05-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:24-08-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:20-12-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:06-09-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:10-05-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:24-08-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:01-02-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:23-10-2020
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:18-04-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:28-08-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:25-02-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:28-08-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:08-02-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-09-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:10-01-2017
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:12-10-2016
Confirmation Statement With Updates
Category:Confirmation Statement
Date:30-08-2016
Resolution
Category:Resolution
Date:27-05-2016
Change Of Name Notice
Category:Change Of Name
Date:12-03-2016
Incorporation Company
Category:Incorporation
Date:25-08-2015

Risk Assessment

moderate risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typemicro-entity accounts
Due Date31/05/2026
Filing Date23/05/2025
Latest Accounts31/08/2024

Trading Addresses

Elm Lodge, 14 Elbow Lane, Formby, Liverpool, Merseyside, L374AFRegistered

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Contact

01704827480
enquiries@apexifp.co.ukinfo@apexifp.co.uk
apexifp.co.uk
Elm Lodge 14 Elbow Lane, Formby, Liverpool, L374AF