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Company profile
DAVIES & PREEDY FINANCIAL PLANNING LTD
active • ltd • 5 Cedric Close, Sketty, Swansea, SA2 8NB, Wales
Company no.12970334Officers3Documents11
Key company facts
Core operating details surfaced from the public profile endpoint.
- Company Number
- 12970334
- Company Status
- active
- Type
- ltd
- Date Of Creation
- 2020-10-23
- Registered Office
- 5 Cedric Close, Sketty, Swansea, SA2 8NB, Wales
- Sic Codes
- financial management
Financials
A cleaner view of the latest filing, balance sheet movement, and multi-year trend.
Total assets
£73,651
Equity
£58,729
Total liabilities
£14,922
Cash in bank
£0
Year-on-year movement
Quick comparison from the latest filed period.
2024-10-31
Equity
-£13.89k
-19.13%Cash in bank
+£0.00
0%Total assets
-£23.45k
-24.15%Total liabilities
+£9.56k
+39.04%Financial trend
Multi-year view of the main balance sheet lines.
Net Assets
Total Assets
Total Liabilities
£97,098£28,518-£40,062
2021202220232024
Latest snapshot
Financial year2024
Statement date2024-10-31
Trade debtors£0
Trade creditors£0
Fixed assets£3,219
Current assets£70,432
| Year | Net Assets | Total Assets | Total Liabilities |
|---|---|---|---|
| 2021 | £2,425 | £42,487 | -£40,062 |
| 2022 | £57,872 | £88,487 | -£30,615 |
| 2023 | £72,620 | £97,098 | -£24,478 |
| 2024 | £58,729 | £73,651 | -£14,922 |
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Latest activity
Recent company and officer updates, reshaped from the watchlist activity source for public profile use.
| Update | Date | Recency |
|---|---|---|
| Confirmation Statement Submitted | 17 Nov 2025 | 6 Months |
| Accounts Submitted | 21 Jul 2025 | 10 Months |
| DAVIES, Sean William Evan Appointed | 6 Apr 2025 | 1 Year |
| Confirmation Statement Submitted | 31 Oct 2024 | 1 Year |
| Accounts Submitted | 25 Jul 2024 | 1 Year |
| Confirmation Statement Submitted | 25 Jul 2024 | 1 Year |
| Change of Date Of Creation | 25 Jul 2024 | 1 Year |
| Change of Jurisdiction | 25 Jul 2024 | 1 Year |
| Change of Registered Office Address | 25 Jul 2024 | 1 Year |
| Change of Type | 25 Jul 2024 | 1 Year |
| PREEDY-DAVIES, Karen Joyce Appointed | 23 Oct 2020 | 5 Years |
| DAVIES, Paul Andrew Appointed | 23 Oct 2020 | 5 Years |
Documents
Public filing documents and direct PDF links where available.
| Description | Date | Document |
|---|---|---|
| confirmation-statement-with-no-updates | 2025-11-16 | Open PDF |
| accounts-with-accounts-type-micro-entity | 2025-07-21 | Open PDF |
| appoint-person-director-company-with-name-date | 2025-04-07 | Open PDF |
| confirmation-statement-with-no-updates | 2024-10-31 | Open PDF |
| accounts-with-accounts-type-micro-entity | 2024-07-24 | Open PDF |
| confirmation-statement-with-no-updates | 2023-10-23 | Open PDF |
| accounts-with-accounts-type-micro-entity | 2023-07-27 | Open PDF |
| confirmation-statement-with-no-updates | 2022-12-08 | Open PDF |
| accounts-with-accounts-type-micro-entity | 2022-07-19 | Open PDF |
| confirmation-statement-with-no-updates | 2021-10-28 | Open PDF |
| incorporation-company | 2020-10-23 | Open PDF |