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PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD

Active
11407698·incorporated 2018-06-11

PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD is an active UK private limited company, incorporated on 11 June 2018 at Companies House (number 11407698; OpenRegistry canonical ID GB-11407698-principle-wealth-and-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 48,164 active companies registered in Liverpool (postcode L16). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2018-06-11
Registered Address
74 CHILDWALL VALLEY ROAD, LIVERPOOL, L16 4PF, ENGLAND
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD

Accounts

Last filed accounts made up to 2025-04-30. Next accounts due 2027-01-31. Financial year-end: 30/04. Filing class: UNAUDITED ABRIDGED.

Confirmation statement

Last confirmation statement made up to 2025-12-20. Next confirmation statement due 2027-01-03.

Persons with significant control

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

  • Mr Gary Christopher Donnellan born 1962 resident in England, English national. Notified 2022-12-20.
    • Owns 25–50% of shares

2 historical PSC records have ceased:

  • Mr Jack Patrick Donnellan born 1994 resident in England, English national. Notified 2018-06-11. Ceased 2022-12-20.
    • Has significant influence or control
  • Mrs Donna Elizabeth Donnellan born 1963 resident in England, British national. Notified 2022-12-01. Ceased 2023-03-01.
    • Owns 25–50% of shares

Previous names

PRINCIPLE WEALTH AND FINANCIAL PLANNING LTD has previously traded as:

  • JFD FINANCIAL PLANNING LTD (until 2026-02-10)

Similar UK companies

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

Other companies registered in Liverpool:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/11407698.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.