Watermark Financial Planning Limited
Company Profile
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MicroWatermark Financial Planning Limited
06960247•Private Limited With Share Capital
98 Walter Road, Swansea, SA15QJ
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Incorporated
13/07/2009
Company Age
16 years
Directors
3
Employees
8
SIC Code
64999
Risk
low risk
Company Overview
Registration, classification & business activity
Watermark Financial Planning Limited (06960247) is a private limited with share capital incorporated on 13/07/2009 (16 years old) and registered in swansea, SA15QJ. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.
Led by directors mark and maria sansum, the team at watermark have all worked extensively in the finance sector and bring a wealth of combined experience from investments and taxation through to banking and independent financial services. with a head office in swansea and further offices in the hist...
Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 13/07/2009
SA15QJ
8 employees
Financial Overview
Total Assets
£335.6K
Liabilities
£280.2K
Net Assets
£55.5K
Est. Turnover
£6.52M
AI Estimated
Unreported
Cash
£10.6K
Key Metrics
8
Employees
3
Directors
2
Shareholders
Charges
5
Registered
1
Outstanding
0
Part Satisfied
4
Satisfied
Filed Documents
58
Document Name
Category
Date
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:10-03-2026
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:16-07-2025
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:18-02-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:15-07-2024
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:02-01-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-07-2023
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:09-02-2023
Mortgage Satisfy Charge Full
Category:Mortgage
Date:15-12-2022
Mortgage Satisfy Charge Full
Category:Mortgage
Date:15-12-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-07-2022
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:25-01-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:27-07-2021
Change Person Secretary Company With Change Date
Category:Officers
Date:27-07-2021
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:28-11-2020
Change Person Director Company With Change Date
Category:Officers
Date:21-07-2020
Change Person Director Company With Change Date
Category:Officers
Date:21-07-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-07-2020
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:17-12-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:24-07-2019
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:26-04-2019
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:22-02-2019
Mortgage Satisfy Charge Full
Category:Mortgage
Date:28-11-2018
Mortgage Satisfy Charge Full
Category:Mortgage
Date:28-11-2018
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:31-10-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-07-2018
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:24-01-2018
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:24-11-2017
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:23-11-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:13-07-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:23-12-2016
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:04-08-2016
Confirmation Statement With Updates
Category:Confirmation Statement
Date:18-07-2016
Termination Secretary Company With Name Termination Date
Category:Officers
Date:18-07-2016
Appoint Person Secretary Company With Name Date
Category:Officers
Date:18-07-2016
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:15-07-2016
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:24-12-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:14-11-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:23-07-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:25-02-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:22-07-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:20-01-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-07-2013
Change Registered Office Address Company With Date Old Address
Category:Address
Date:16-07-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:02-04-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:20-07-2012
Change Person Director Company With Change Date
Category:Officers
Date:20-07-2012
Change Person Director Company With Change Date
Category:Officers
Date:20-07-2012
Change Person Secretary Company With Change Date
Category:Officers
Date:20-07-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:22-02-2012
Change Registered Office Address Company With Date Old Address
Category:Address
Date:12-08-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-07-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:20-12-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:28-07-2010
Change Person Director Company With Change Date
Category:Officers
Date:28-07-2010
Change Person Director Company With Change Date
Category:Officers
Date:28-07-2010
Change Person Secretary Company With Change Date
Category:Officers
Date:28-07-2010
Change Registered Office Address Company With Date Old Address
Category:Address
Date:28-07-2010
Incorporation Company
Category:Incorporation
Date:13-07-2009
Risk Assessment
low risk
International Score
Future Factor
fair
Performance Rating
Accounts
Typeunaudited abridged
Due Date30/04/2027
Filing Date10/03/2026
Latest Accounts31/07/2025
Trading Addresses
98 Walter Road, Swansea, Sa1 5Qj, SA15QJRegistered
Unit 2-3, Abernethy Square, Swansea, West Glamorgan, SA11UH