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Companies House/Abergavenny/Company profile

WEALTH DOCTOR FINANCIAL PLANNING LTD

Active
08972423·incorporated 2014-04-02

WEALTH DOCTOR FINANCIAL PLANNING LTD is an active UK private limited company, incorporated on 2 April 2014 at Companies House (number 08972423; OpenRegistry canonical ID GB-08972423-wealth-doctor-financial-planning-ltd). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 30,997 active UK entities in that code and one of 1,378 active companies registered in Abergavenny (postcode NP7). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2014-04-02
Registered Address
2 UNION ROAD EAST, ABERGAVENNY, NP7 5UW, WALES
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Accounts

Last filed accounts made up to 2025-03-31. Next accounts due 2026-12-31. Financial year-end: 31/03. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-11-24. Next confirmation statement due 2026-12-08.

Mortgages and charges

1 charge recorded against the company at Companies House: 1 outstanding, 0 satisfied, 0 partially satisfied.

Persons with significant control

WEALTH DOCTOR FINANCIAL PLANNING LTD has 1 person with significant control on file:

  • Dr Joshua Lewis born 1973 resident in Wales, British national. Notified 2021-03-22.
    • Owns 25–50% of shares

1 historical PSC record has ceased:

  • Mr Grant Robert Pendleton born 1975 resident in Wales, British national. Notified 2016-04-06. Ceased 2021-04-06.
    • Owns 75% or more of shares

Previous names

WEALTH DOCTOR FINANCIAL PLANNING LTD has previously traded as:

  • IAM FINANCIAL PLANNING LTD (until 2024-06-02)

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Abergavenny: