Lloyd & Co. Financial Planning Ltd in Southport, PR9 0NS

Description

Data updated on: 01-11-2023

Lloyd & Co. Financial Planning Ltd can be reached at Southport at Chartered House. Anyone can look up the company using the zip code - PR9 0NS. Lloyd & . Financial Planning's incorporation dates back to 2009. The company is registered under the number 07096647 and their last known status is active. The company has been on the market under three names. The company's very first official name, Tiger Ventures (northwest), was switched on April 7, 2011 to Tiger Wealth. The current name, in use since 2012, is Lloyd & Co. Financial Planning Ltd. This enterprise's registered with SIC code 66190 meaning Activities auxiliary to financial intermediation n.e.c.. 2022-03-31 is the last time company accounts were reported.

The knowledge we have that details this specific firm's MDs reveals a leadership of two directors: Emma L. and David L. who became members of the Management Board on January 17, 2017 and December 5, 2009. In order to provide support to the directors, this firm has been utilizing the skills of Emma L. as a secretary since December 2009.

Previous company's names
Lloyd & Co. Financial Planning Ltd 2012-02-13
Tiger Wealth Ltd. 2011-04-07
Tiger Ventures (northwest) Ltd 2009-12-05

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-03-31	2012-03-31	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	10 503	2 472	5 092	5 925	13 072	15 565

Balance Sheet
Current Assets				110 101	114 584	97 436	91 088
Net Assets Liabilities						14 045	23 638
Property Plant Equipment							6 825	10 150	10 200	12 575	11 200	11 400	22 150
Cash Bank In Hand	35 545	69 610	101 004	110 101	112 135	78 436
Debtors					2 449	19 000
Tangible Fixed Assets		1 720	1 376	1 101	2 570	2 055

Capital & Reserves
Called Up Share Capital	200	200	200	200	200	200
Profit Loss Account Reserve	10 303	2 272	4 892	5 725	12 872	15 365
Shareholder Funds	10 503	2 472	5 092	5 925	13 072	15 565

Other Financial Data
Average Number Employees During Period										14	13	11	11
Creditors						85 446	74 275
Fixed Assets						2 055	6 825
Net Current Assets Liabilities	10 503	-14 248	4 116	7 126	12 843	13 510	16 813
Total Assets Less Current Liabilities	10 503	2 472	5 092	8 227	13 072	15 565	23 638
Creditors Due Within One Year	25 042	83 858	96 888	102 975	104 082	83 926
Number Shares Allotted		200	200	200	200	200
Par Value Share		1	1	1	1	1
Share Capital Allotted Called Up Paid	200	200	200	200	200	200

Company staff

Emma L.

Role: Director

Appointed: 17 January 2017

Latest update: 6 November 2023

Emma L.

Role: Secretary

Appointed: 05 December 2009

Latest update: 6 November 2023

David L.

Role: Director

Appointed: 05 December 2009

Latest update: 6 November 2023

People with significant control

David L. is the individual who has control over this firm, has substantial control or influence over the company.

David L.

Notified on 6 April 2016

Nature of control:

substantial control or influence

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	19 December 2023
Confirmation statement last made up date	05 December 2022

Annual Accounts 21 December 2012
Start Date For Period Covered By Report	2011-04-01
End Date For Period Covered By Report	2012-03-31
Date Approval Accounts	21 December 2012
Annual Accounts 23 December 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	23 December 2013
Annual Accounts 23 December 2014
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	23 December 2014
Annual Accounts 23 December 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	23 December 2015
Annual Accounts 22 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	22 December 2016
Annual Accounts
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	2018-03-31
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	2019-03-31
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	2020-03-31
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	2021-03-31
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	2022-03-31
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	2023-03-31

Lloyd & Co. Financial Planning Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Emma L.

Emma L.

David L.

Vikki S.

Emma L.

People with significant control

David L.

Accounts Documents

Company filings

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