Cleeve Financial Planning Limited

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Cleeve Financial Planning Limited

12056508•Private Limited With Share Capital

Knightwood Court Mead Road, Bristol, BS348PS
Website01173704213

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Incorporated

18/06/2019

Company Age

6 years

Directors

1

Employees

9

SIC Code

64999

Risk

low risk

Company Overview

Registration, classification & business activity

Cleeve Financial Planning Limited (12056508) is a private limited with share capital incorporated on 18/06/2019 (6 years old) and registered in bristol, BS348PS. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

As a client of cleeve financial planning, our aim is to ensure that you receive a local, personalised financial advisory service from our team of financial advisers.cleeve financial planning are a partner practice of st. james’s place (sjp), one of the uk’s largest wealth management. we joined sjp i...

Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 18/06/2019
BS348PS
9 employees

Financial Overview

Total Assets

£47.5K

Liabilities

£32.2K

Net Assets

£15.3K

Cash

£28.8K

Key Metrics

9

Employees

1

Directors

5

Shareholders

Board of Directors

1
T
timothy oloughlin
director

Filed Documents

30
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:23-09-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:08-07-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:18-11-2024
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:18-11-2024
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:18-11-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:18-11-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:18-11-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:18-11-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:25-06-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-03-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:05-09-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:20-06-2023
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:16-12-2022
Change Person Director Company With Change Date
Category:Officers
Date:16-12-2022
Certificate Change Of Name Company
Category:Change Of Name
Date:16-09-2022
Confirmation Statement With Updates
Category:Confirmation Statement
Date:17-06-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:20-05-2022
Memorandum Articles
Category:Incorporation
Date:16-12-2021
Resolution
Category:Resolution
Date:16-12-2021
Capital Variation Of Rights Attached To Shares
Category:Capital
Date:10-12-2021
Capital Name Of Class Of Shares
Category:Capital
Date:10-12-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:06-09-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:17-06-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:25-08-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:18-08-2020
Change Account Reference Date Company Current Shortened
Category:Accounts
Date:15-08-2019
Change Person Director Company With Change Date
Category:Officers
Date:02-08-2019
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:02-08-2019
Resolution
Category:Resolution
Date:01-08-2019
Incorporation Company
Category:Incorporation
Date:18-06-2019

Risk Assessment

low risk

International Score

Future Factor

fair

Performance Rating

Accounts

Typetotal exemption full
Due Date30/09/2026
Filing Date23/09/2025
Latest Accounts31/12/2024

Trading Addresses

Knightwood Court, Mead Road, Stoke Gifford, Bristol, BS348PSRegistered

Contact

01173704213
cleevefinancialplanning.co.uk
Knightwood Court Mead Road, Bristol, BS348PS