Ltd Facts The UK company register, as filed

Register entry · No. 09297280

ADVOCATE FINANCIAL PLANNING LTD

Active Private Limited Company Incorporated 5 Nov 2014

Checks

No warning signs 10 clear · 4 can't tell yet

What was checked
  • Can't tell
    Insolvency

    The filing history can't be read just now.

    Filing history
  • Can't tell
    Strike-off notices

    The filing history can't be read just now.

    Filing history (The Gazette notices) · What this means
  • Can't tell
    Year-end changes

    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    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 Jul 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 19 Nov 2026.

    Companies House register
  • Clear
    Disqualified directors

    None of the 2 current officers checked are disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    2 current directors.

    Officers on the register · See it
  • Clear
    Owners

    2 owners on file.

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

    Net assets £874.

    Accounts to 31 Oct 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 5 Nov 2014 (12 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 8 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    TUDOR COTTAGE, ALLT GOCH, ST. ASAPH, DENBIGHSHIRE, LL17 0BW

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    31 Jul 2027
    Last made up to
    31 Oct 2025
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    19 Nov 2026
    Last made up to
    5 Nov 2025

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. ADVOCATE FINANCIAL PLANNING LTD current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Oct 2025 not published not published — £874 2
31 Oct 2024 not published not published — £1,171 2
31 Oct 2023 not published not published — £258 2
31 Oct 2022 not published not published — £3,598 2
31 Oct 2021 not published not published — £116 2
31 Oct 2020 not published not published — £-1,884 2

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
Gareth Roberts Financial Services Director 5 Nov 2014 — July 1969 British · Wales
Joanne Holley Financial Services Director 5 Nov 2014 — May 1975 British · Wales

Owners and controllers All 2, with past →

NameControlNotifiedCeasedBornNationality · lives in
Miss Joanne Holley Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent; Right to appoint and remove directors; Significant influence or control as firm 6 Apr 2016 — May 1975 British · Wales
Mr Gareth Roberts Ownership of shares 50 to 75 percent; Voting rights 50 to 75 percent; Right to appoint and remove directors; Significant influence or control as firm 6 Apr 2016 — July 1969 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 ADVOCATE FINANCIAL PLANNING LTD still trading?

The register shows ADVOCATE FINANCIAL PLANNING LTD as active.

What does ADVOCATE FINANCIAL PLANNING LTD do?

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

When was ADVOCATE FINANCIAL PLANNING LTD set up?

It was incorporated on 5 November 2014.

When are ADVOCATE FINANCIAL PLANNING LTD's accounts due?

Next accounts are due by 31 July 2027. The last accounts were made up to 31 October 2025.

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

By 19 November 2026.

Who runs ADVOCATE FINANCIAL PLANNING LTD?

ADVOCATE FINANCIAL PLANNING LTD has 2 current directors. They're listed under People on this page.

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Same industry code (64999), active, set up around the same time. More in this industry →

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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
  4. 09367824 TESTENIUM LIMITED Active Private Limited Company Inc. 29 Dec 2014 62012 · Business and domestic software development
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The file

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Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House