Ltd Facts The UK company register, as filed

Register entry · No. 08972423

WEALTH DOCTOR FINANCIAL PLANNING LTD

Active Private Limited Company Incorporated 2 Apr 2014

Checks

1 to look at 9 clear · 4 can't tell yet

  • Look
    Charges

    1 outstanding: a lender holds security over its assets and is paid first if it fails.

    Companies House register
The other 13 checks
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    Insolvency

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    Filing history
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    Strike-off notices

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    Filing history (The Gazette notices) · What this means
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    Filing history (form AA01)
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    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Dec 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 8 Dec 2026.

    Companies House register
  • Clear
    Disqualified directors

    None of the 1 current officer checked is disqualified.

    Companies House disqualified directors register · See it
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    Directors

    1 current director.

    Officers on the register · See it
  • Clear
    Owners

    1 owner on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £264.

    Accounts to 31 Mar 2026 · See it
  • Clear
    Trading history

    Incorporated 2 Apr 2014 (12 years ago).

    Companies House register
  • Clear
    Name changes

    1 earlier name, none in the last year.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 7 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    2 Union Road East, Abergavenny, Wales, NP7 5UW

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    31 Dec 2027
    Last made up to
    31 Mar 2026
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    8 Dec 2026
    Last made up to
    24 Nov 2025

  5. Charges

    Outstanding
    1
    All time
    1

  6. Names

    1. WEALTH DOCTOR FINANCIAL PLANNING LTD current
    2. IAM FINANCIAL PLANNING LTD earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Mar 2026 not published not published — £264 7
31 Mar 2025 not published not published — £9,393 3
31 Mar 2024 not published not published — £-533 3
31 Mar 2023 not published not published — £7,841 3
31 Mar 2022 (11 months) not published not published — £19,713 2
30 Apr 2021 not published not published — £-425 2

* From the following year's accounts (prior-year figures).

Public contracts

No contracts found on Find a Tender under this company number.

Matching is by Companies House number only, so contracts filed without the number are not shown.

Contains public sector information licensed under the Open Government Licence v3.0. Source: Find a Tender award notices. JSON

People

Officers All 2, with past →

NameRoleAppointedResignedBornNationality · lives in
Joshua Lewis Financial Adviser Director 1 Jun 2019 — September 1973 British · Wales

Owners and controllers All 2, with past →

NameControlNotifiedCeasedBornNationality · lives in
Dr Joshua Lewis Ownership of shares 25 to 50 percent 22 Mar 2021 — September 1973 British · Wales

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is WEALTH DOCTOR FINANCIAL PLANNING LTD still trading?

The register shows WEALTH DOCTOR FINANCIAL PLANNING LTD as active.

What does WEALTH DOCTOR FINANCIAL PLANNING LTD do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was WEALTH DOCTOR FINANCIAL PLANNING LTD set up?

It was incorporated on 2 April 2014.

When are WEALTH DOCTOR FINANCIAL PLANNING LTD's accounts due?

Next accounts are due by 31 December 2027. The last accounts were made up to 31 March 2026.

When is WEALTH DOCTOR FINANCIAL PLANNING LTD's next confirmation statement due?

By 8 December 2026.

Who runs WEALTH DOCTOR FINANCIAL PLANNING LTD?

WEALTH DOCTOR FINANCIAL PLANNING LTD has 1 current director. They're listed under People on this page.

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  2. 09369134 CONNAUGHT (UK) LIMITED Active Private Limited Company Inc. 29 Dec 2014 64999 · Financial intermediation not elsewhere classified
  3. 09368027 GB ACCOUNTANCY & FINANCE LIMITED Active Private Limited Company Inc. 29 Dec 2014 64999 · Financial intermediation not elsewhere classified
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The file

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