CELTIC FINANCIAL PLANNING LTD

Company number 11333705 · Monitor this company

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Shareholders' funds

£108,655

Balance sheet as at 2025-03-31

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Overview

Company type: Private Limited Company
Incorporated: 2018-04-27
Employees: 7 (2025 accounts · was 6 in 2024)
Registered office: Florence House, Bromfield Lane, Mold, Flintshire, Wales, CH7 1JW
Postcode: CH7 1JW
Capital: 25,000 GBP
Accounts category: Total Exemption Full

Accounts

Last made up to: 2026-03-31
Next due by: 2027-12-31
Financial year end: 31 March

Confirmation statement

Last statement dated: 2026-03-31
Next due by: 2027-04-14

View filing history →

Nature of business (SIC)

66190 Activities auxiliary to financial intermediation not elsewhere classified

Officers 3 current · 2 resigned

Nykki DALE Director

Appointed 2025-03-25

MRS SANDRA JEAN LEWIS Secretary

Appointed 2019-12-20

MR Robert George LEWIS Director

Appointed 2019-11-15

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA474555 (Tier 1), registered since 2018.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Previous registered addresses 3

Address	Changed on
4A HIGH STREET, MOLD, FLINTSHIRE, CH7 1AZ, WALES	2019-10-22
20 DRYERSFIELD, CHESTER, CH3 5RQ, ENGLAND	2018-09-06
20 DRYERSFIELD, CHESTER, CH5 3RQ, UNITED KINGDOM	2018-05-29

Among its peers

Top 25%

by shareholders' funds, of 48 similar companies in CH

Among the biggest employers among its local peers (7 staff).

Trading since 2018.

No.12 of the largest activities auxiliary to financial intermediation not elsewhere classified companies in Chester →

Competitors Chester

1. ASTUTE PRIVATE WEALTH LIMITED

£4,540,603
2. THE ALEXANDER BEARD GROUP OF COMPANIES LIMITED

£2,326,159
3. ALEXANDER BEARD LTD.

£1,011,484
4. H.L FINANCIAL LIMITED

£650,147
5. CESTRIAN FINANCIAL PLANNING SERVICES LIMITED

£489,118

This company ranks 12 among activities auxiliary to financial intermediation not elsewhere classified in Chester.

Full league table →

The class of 2018

38%

of the 970 companies in this sector incorporated in 2018 are still active today; 58% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.