Sw Financial Planning Limited

General information

Name:

Sw Financial Planning Ltd

Office Address:

Kingsley Close Kingsley Close Lee Mill Industrial Estate PL21 9GD Ivybridge

Number: 03462625

Incorporation date: 1997-11-07

End of financial year: 30 June

Category: Private Limited Company

Status: Active

Description

Data updated on:

03462625 is the registration number used by Sw Financial Planning Limited. This company was registered as a Private Limited Company on 1997-11-07. This company has been operating in this business for the last twenty eight years. The firm could be gotten hold of in Kingsley Close Kingsley Close Lee Mill Industrial Estate in Ivybridge. The main office's post code assigned to this address is PL21 9GD. This company has a history in registered name changes. Up till now it had three different names. Up to 2023 it was prospering under the name of Swlaw Investment & Financial Planning and up to that point the official company name was Pfs Asset Management. This enterprise's registered with SIC code 66190 and has the NACE code: Activities auxiliary to financial intermediation n.e.c.. Thu, 30th Jun 2022 is the last time account status updates were filed.

This limited company owes its well established position on the market and permanent growth to exactly two directors, namely Robert C. and Eric C., who have been controlling the firm since 2019-07-01.

  • Previous company's names
  • Sw Financial Planning Limited 2023-07-19
  • Swlaw Investment & Financial Planning Ltd 2011-04-28
  • Pfs Asset Management Ltd 2002-12-18
  • Arrow Business Solutions Limited 1997-11-07

Financial data based on annual reports

Company staff

Robert C.

Role: Director

Appointed: 01 July 2019

Latest update: 6 April 2025

Eric C.

Role: Director

Appointed: 07 November 1997

Latest update: 6 April 2025

People with significant control

The companies with significant control over this firm are: Sw Law & Finance owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Ivybridge at Kingsley Close, Lee Mill Industrial Estate, PL21 9GD, Devon. Sw Law & Finance Limited owns over 3/4 of company shares. This business can be reached in Ivybridge at Kingsley Close, Lee Mill Industrial Estate, PL21 9GD and was registered as a PSC under the reg no 14687748. Eric C. owns over 3/4 of company shares.

Sw Law & Finance
Address: Sw Law Kingsley Close, Lee Mill Industrial Estate, Ivybridge, Devon, PL21 9GD, England
Legal authority Companies Act 2006
Legal form Limited Company
Notified on 30 June 2023
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
Sw Law & Finance Limited
Address: Swlaw Kingsley Close, Lee Mill Industrial Estate, Ivybridge, PL21 9GD, England
Legal authority Companies Acts
Legal form Limited Company
Country registered England
Place registered Companies House Uk
Registration number 14687748
Notified on 30 June 2023
Nature of control:
over 3/4 of shares
Eric C.
Notified on 6 April 2016
Nature of control:
over 3/4 of shares

Accounts Documents

Account next due date 31 March 2024
Account last made up date 30 June 2022
Confirmation statement next due date 21 November 2023
Confirmation statement last made up date 07 November 2022
Annual Accounts 27 August 2014
Start Date For Period Covered By Report 2012-12-01
End Date For Period Covered By Report 2013-11-30
Date Approval Accounts 27 August 2014
Annual Accounts 24 August 2015
Start Date For Period Covered By Report 2013-12-01
End Date For Period Covered By Report 30 November 2014
Date Approval Accounts 24 August 2015
Annual Accounts 10 February 2016
Start Date For Period Covered By Report 2014-12-01
End Date For Period Covered By Report 30 June 2015
Date Approval Accounts 10 February 2016
Annual Accounts 17 January 2017
Start Date For Period Covered By Report 2015-07-01
End Date For Period Covered By Report 30 June 2016
Date Approval Accounts 17 January 2017
Annual Accounts
Start Date For Period Covered By Report 2016-07-01
End Date For Period Covered By Report 30 June 2017
Annual Accounts
Start Date For Period Covered By Report 2017-07-01
End Date For Period Covered By Report 30 June 2018
Annual Accounts
Start Date For Period Covered By Report 2018-07-01
End Date For Period Covered By Report 30 June 2019
Annual Accounts
Start Date For Period Covered By Report 2019-07-01
End Date For Period Covered By Report 30 June 2020
Annual Accounts
Start Date For Period Covered By Report 2020-07-01
End Date For Period Covered By Report 2021-06-30
Annual Accounts
Start Date For Period Covered By Report 1 July 2022
End Date For Period Covered By Report 30 June 2023
Annual Accounts
Start Date For Period Covered By Report 1 July 2023
End Date For Period Covered By Report 30 June 2024
Annual Accounts
End Date For Period Covered By Report 30 June 2022

Company filings

Filing category

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Accounts Address Annual return Change of name Confirmation statement Incorporation Officers Persons with significant control
Free Download
Micro company financial statements for the year ending on Fri, 30th Jun 2023 (AA)
filed on: 28th, March 2024
accounts
Free Download Download filing (5 pages)

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Services (by SIC Code)

  • 66190 : Activities auxiliary to financial intermediation n.e.c.
27
Company Age

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