Company Profile
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SmallGlos & Wilts Financial Planning Limited
13371403•Private Limited With Share Capital
Midway House Herrick Way, Staverton, Cheltenham, GL516TQ
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Incorporated
03/05/2021
Company Age
5 years
Directors
1
Employees
5
SIC Code
64999
Risk
low risk
Company Overview
Registration, classification & business activity
Glos & Wilts Financial Planning Limited (13371403) is a private limited with share capital incorporated on 03/05/2021 (5 years old) and registered in cheltenham, GL516TQ. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.
Here at swindon financial services we provide a bespoke financial planning service to both private and corporate clients.with over 20 years' collective experience between our three advisers, we will be able to provide comprehensive wealth management solutions to satisfy your needs both now and in th...
Private Limited With Share Capital
SIC: 64999
Small
Incorporated 03/05/2021
GL516TQ
5 employees
Financial Overview
Total Assets
£671.7K
Liabilities
£476.9K
Net Assets
£194.8K
Est. Turnover
£450.0K
AI Estimated
Unreported
Cash
£104.6K
Key Metrics
5
Employees
1
Directors
2
Shareholders
2
PSCs
Filed Documents
33
Document Name
Category
Date
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-05-2026
Confirmation Statement With Updates
Category:Confirmation Statement
Date:11-05-2026
Change Account Reference Date Company Previous Extended
Category:Accounts
Date:25-11-2025
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:30-10-2025
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:29-10-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:29-10-2025
Termination Secretary Company With Name Termination Date
Category:Officers
Date:24-10-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:14-10-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:15-09-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:15-09-2025
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:15-09-2025
Certificate Change Of Name Company
Category:Change Of Name
Date:06-06-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:13-05-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:08-11-2024
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:01-07-2024
Memorandum Articles
Category:Incorporation
Date:19-06-2024
Resolution
Category:Resolution
Date:19-06-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:08-05-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:04-10-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:10-05-2023
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:13-09-2022
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-06-2022
Change Account Reference Date Company Current Shortened
Category:Accounts
Date:03-03-2022
Certificate Change Of Name Company
Category:Change Of Name
Date:22-10-2021
Change Of Name Notice
Category:Change Of Name
Date:22-10-2021
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:21-10-2021
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:21-10-2021
Capital Allotment Shares
Category:Capital
Date:21-10-2021
Resolution
Category:Resolution
Date:18-10-2021
Memorandum Articles
Category:Incorporation
Date:18-10-2021
Appoint Person Secretary Company With Name Date
Category:Officers
Date:12-10-2021
Appoint Person Director Company With Name Date
Category:Officers
Date:12-10-2021
Incorporation Company
Category:Incorporation
Date:03-05-2021
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typetotal exemption full
Due Date01/06/2027
Filing Date22/05/2026
Latest Accounts01/09/2025
Trading Addresses
Kingston House, 999 Lydiard Fields, Swindon, Wiltshire, SN58UX
Midway House, Herrick Way, Staverton Technology Park, Stave, Cheltenham, GL516TQRegistered
Related Companies
1
Contact
Midway House Herrick Way, Staverton, Cheltenham, GL516TQ