Kpd Wealth Management Ltd

General information

Name:

Kpd Wealth Management Limited

Office Address:

C/o Broughton Lambert Accountants Boundary Enterprise Park Boundary Lane LN6 9NQ South Hykeham, Lincoln

Number: 13254136

Incorporation date: 2021-03-09

End of financial year: 05 April

Category: Private Limited Company

Status: Active

Description

Data updated on:

Kpd Wealth Management Ltd can be found at South Hykeham, Lincoln at C/o Broughton Lambert Accountants Boundary Enterprise Park. You can search for the firm by the area code - LN6 9NQ. This company has been in business on the British market for three years. This company is registered under the number 13254136 and company's last known status is active. Since 2021-03-24 Kpd Wealth Management Ltd is no longer under the name Concept Wealth Planning. The firm's declared SIC number is 64999 - Financial intermediation not elsewhere classified. Kpd Wealth Management Limited filed its account information for the period that ended on Wed, 5th Apr 2023. The firm's most recent confirmation statement was filed on Wed, 8th Mar 2023.

Keith D. and Sandra D. are listed as company's directors and have been cooperating as the Management Board since 2021. In order to find professional help with legal documentation, this specific firm has been utilizing the skills of Sandra D. as a secretary for the last three years.

  • Previous company's names
  • Kpd Wealth Management Ltd 2021-03-24
  • Concept Wealth Planning Ltd 2021-03-09

Financial data based on annual reports

Company staff

Keith D.

Role: Director

Appointed: 09 March 2021

Latest update: 18 March 2024

Sandra D.

Role: Director

Appointed: 09 March 2021

Latest update: 18 March 2024

Sandra D.

Role: Secretary

Appointed: 09 March 2021

Latest update: 18 March 2024

People with significant control

Executives who have control over the firm are as follows: Sandra D. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Keith D. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Sandra D.
Notified on 9 March 2021
Nature of control:
1/2 or less of voting rights
1/2 or less of shares
Keith D.
Notified on 9 March 2021
Nature of control:
over 1/2 to 3/4 of shares
over 1/2 to 3/4 of voting rights
right to manage directors

Accounts Documents

Account next due date 05 January 2025
Account last made up date 05 April 2023
Confirmation statement next due date 22 March 2024
Confirmation statement last made up date 08 March 2023
Annual Accounts
Start Date For Period Covered By Report 2021-03-09
End Date For Period Covered By Report 5 April 2022
Annual Accounts
Start Date For Period Covered By Report 2022-04-06
End Date For Period Covered By Report 5 April 2023

Company filings

Filing category

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Accounts Confirmation statement Incorporation Resolution
Free Download
Confirmation statement with no updates Friday 8th March 2024 (CS01)
filed on: 8th, March 2024
confirmation statement
Free Download Download filing (3 pages)

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Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
3
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