Yellowtail Financial Planning Limited

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Yellowtail Financial Planning Limited

04749438Private Limited With Share Capital

Ground Floor 11-15 Dix'S Field, Exeter, Devon, EX11QA
Incorporated

30/04/2003

Company Age

22 years

Directors

3

Employees

6

SIC Code

64999

Risk

very low risk

Company Overview

Registration, classification & business activity

Yellowtail Financial Planning Limited (04749438) is a private limited with share capital incorporated on 30/04/2003 (22 years old) and registered in devon, EX11QA. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Yellowtail financial planning is an award winning firm of financial planners, with specific experience in financial life planning. based in exeter and london, the people in our team bring their own specific talents to the mix, but first and foremost, they’re people who enjoy helping other people. ou...

Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 30/04/2003
EX11QA
6 employees

Financial Overview

Total Assets

£434.6K

Liabilities

£101.0K

Net Assets

£333.7K

Est. Turnover

£6.52M

AI Estimated
Unreported
Cash

£135.5K

Key Metrics

6

Employees

3

Directors

2

Shareholders

Board of Directors

2
director

Filed Documents

69
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-12-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-04-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:14-11-2024
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-05-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:13-05-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:02-01-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:12-12-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-05-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:09-09-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-05-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:24-09-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-05-2021
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:19-11-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:10-09-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-05-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:03-12-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:01-05-2019
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:21-12-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:02-05-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:13-11-2017
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:03-07-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:03-05-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:13-12-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:16-05-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:16-12-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:07-05-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:23-12-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:27-05-2014
Termination Secretary Company With Name
Category:Officers
Date:08-01-2014
Appoint Person Secretary Company With Name
Category:Officers
Date:08-01-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:20-12-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:02-05-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:01-11-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:02-05-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:21-12-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-05-2011
Change Person Director Company With Change Date
Category:Officers
Date:17-05-2011
Change Person Secretary Company With Change Date
Category:Officers
Date:17-05-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:21-12-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:21-05-2010
Change Person Director Company With Change Date
Category:Officers
Date:21-05-2010
Appoint Person Secretary Company With Name
Category:Officers
Date:26-04-2010
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-01-2010
Legacy
Category:Annual Return
Date:20-05-2009
Legacy
Category:Officers
Date:20-05-2009
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:29-01-2009
Legacy
Category:Annual Return
Date:23-05-2008
Legacy
Category:Officers
Date:23-05-2008
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:03-02-2008
Legacy
Category:Annual Return
Date:11-05-2007
Legacy
Category:Address
Date:29-04-2007
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:02-02-2007
Legacy
Category:Annual Return
Date:12-05-2006
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:28-02-2006
Certificate Change Of Name Company
Category:Change Of Name
Date:14-02-2006
Legacy
Category:Officers
Date:03-02-2006
Legacy
Category:Officers
Date:03-02-2006
Legacy
Category:Accounts
Date:02-02-2006
Legacy
Category:Capital
Date:31-01-2006
Legacy
Category:Capital
Date:31-01-2006
Resolution
Category:Resolution
Date:31-01-2006
Legacy
Category:Annual Return
Date:23-05-2005
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:02-03-2005
Legacy
Category:Annual Return
Date:07-05-2004
Legacy
Category:Officers
Date:07-06-2003
Legacy
Category:Officers
Date:07-06-2003
Legacy
Category:Officers
Date:08-05-2003
Legacy
Category:Officers
Date:08-05-2003
Incorporation Company
Category:Incorporation
Date:30-04-2003

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typetotal exemption full
Due Date31/12/2026
Filing Date22/12/2025
Latest Accounts31/03/2025

Trading Addresses

Ground Floor 11-15 Dix'S Field, Exeter, Devon, EX11QARegistered

Related Companies

1

Contact

01392455500
bank@yellowtail.co.ukinfo@yellowtail.co.uk
yellowtail.co.uk
Ground Floor 11-15 Dix'S Field, Exeter, Devon, EX11QA