Ltd Facts The UK company register, as filed

Register entry · No. 11407698

PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD

Active Private Limited Company Incorporated 11 Jun 2018

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 Jan 2028.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 3 Jan 2027.

    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

    1 owner on file.

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

    Net assets £19,421.

    Accounts to 30 Apr 2026 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 11 Jun 2018 (8 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 15 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    74 CHILDWALL VALLEY ROAD, LIVERPOOL, ENGLAND, L16 4PF

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    31 Jan 2028
    Last made up to
    30 Apr 2026
    Type
    UNAUDITED ABRIDGED

  4. Confirmation statement

    Next due
    3 Jan 2027
    Last made up to
    20 Dec 2025

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD current
    2. JFD FINANCIAL PLANNING LTD earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
30 Apr 2026 not published not published £169,727 £19,421 4
30 Apr 2025 * not published not published £102,634 £58,395 4
30 Apr 2024 not published not published £78,483 £70,662 4
30 Apr 2023 not published not published £47,666 £100,588 4
30 Apr 2022 not published not published £153,356 £81,444 3
30 Apr 2021 not published not published £131,637 £49,606 3

* 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 3, with past →

NameRoleAppointedResignedBornNationality · lives in
Donna Elizabeth Donnellan Director Director 5 Jul 2022 — July 1963 British · England
Gary Christopher Donnellan Director Director 1 Mar 2023 — July 1962 English · England

Owners and controllers All 3, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Gary Christopher Donnellan Ownership of shares 25 to 50 percent 20 Dec 2022 — July 1962 English · England

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

Ask about this company

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Questions

Is PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD still trading?

The register shows PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD as active.

What does PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD do?

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

When was PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD set up?

It was incorporated on 11 June 2018.

When are PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD's accounts due?

Next accounts are due by 31 January 2028. The last accounts were made up to 30 April 2026.

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

By 3 January 2027.

Who runs PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD?

PRINCIPLE WEALTH AND 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. 11744096 ICEBERG FINANCE LIMITED Active Private Limited Company Inc. 31 Dec 2018 64999 · Financial intermediation not elsewhere classified
  3. 11744158 SQUARE PRIVATE MARKETS LIMITED Active Private Limited Company Inc. 31 Dec 2018 64999 · Financial intermediation not elsewhere classified
  4. 11745225 UNYTE INVEST LTD Active Private Limited Company Inc. 31 Dec 2018 64999 · Financial intermediation not elsewhere classified
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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