LOWNDES HALSDEN & PARTNERS LIMITED
Company number 02696740 · Monitor this company
Free AI analysis
Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.
Shareholders' funds
£2,452,133
Balance sheet as at 2025-05-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 1992-03-12
- Employees
- 19 (2025 accounts · was 18 in 2024)
- Registered office
- Holt House, 184-190 Caerphilly Road, Cardiff, South Glamorgan, CF14 4NR
- Postcode
- CF14 4NR
- Capital
- 22,509 GBP
- Accounts category
- Small
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-05-31
- Next due by
- 2027-02-28
- Financial year end
- 31 May
Confirmation statement
- Last statement dated
- 2026-03-10
- Next due by
- 2027-03-24
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 4 current · 7 resigned
Group structure 1 subsidiary
Controlled by LOWNDES HALSDEN & PARTNERS HOLDINGS LIMITED — since 2020-03-10
From persons-with-significant-control filings on the public register.
Contact details
- Website
- lowndeshalsden.com
- Phone
- 02920694242
Personal Financial Planning Specialists Professional Advice Lowndes Halsden is a fast growing Wealth Advice business with principal offices in Cardiff. Lowndes Halsden offers fee based independent wealth advice and investment management services to private individuals and businesses. Being named as one of
Previous company names
| Name | Date changed |
|---|---|
| UNIVERSAL MORTGAGE ADVISORS LIMITED | 1992-03-25 |
Previous registered addresses 8
| Address | Changed on |
|---|---|
| 182 CAERPHILLY ROAD, CARDIFF, SOUTH GLAMORGAN CF14 4QH | 2001-06-14 |
| 182 CAERPHILLY ROAD, CARDIFF, SOUTH GLAMORGAN CF14 4QH | 2001-06-14 |
| 182 CAERPHILLY ROAD, BIRCHGROVE, CARDIFF, SOUTH GLAM CF4 4QH | 1999-10-21 |
| 182 CAERPHILLY ROAD, BIRCHGROVE, CARDIFF, SOUTH GLAM CF4 4QH | 1999-10-21 |
| 21 HEOL MAES-YR-HAF, CROSSWAYS, PENCOED, MID GLAMORGAN CF35 5PJ | 1992-10-12 |
| 21 HEOL MAES-YR-HAF, CROSSWAYS, PENCOED, MID GLAMORGAN CF35 5PJ | 1992-10-12 |
| 21 HED MAES-YR-HAF, CROSSWAYS. PENCOED, MID GLAMORGAN, CF35 5PJ | 1992-03-20 |
| HED MAES-YR-HAF, CROSSWAYS. PENCOED, MID GLAMORGAN, CF35 5PJ | 1992-03-20 |
Among its peers
Top 5%
by shareholders' funds, of 270 similar companies in CF
Among the biggest employers among its local peers (19 staff).
Among the oldest 25% of its local peers, trading since 1992.
No.5 of the largest financial intermediation not elsewhere classified companies in Cardiff →
Competitors Cardiff
This company ranks 5 among financial intermediation not elsewhere classified in Cardiff.
The class of 1992
49%
of the 21,839 companies incorporated in 1992 are still active today; 46% have since been dissolved.
A fact about the year, not a forecast for this company.
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.