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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 1
  • Lewis, Gareth John
    Born in April 1975
    Individual (1 offspring)
    Officer
    icon of calendar 2022-01-27 ~ now
    OF - Director → CIF 0
    Mr Gareth John Lewis
    Born in April 1975
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2022-01-27 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
parent relation
Company in focus

LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD

Previous name
DUGDALE TAYLOR LTD - 2024-09-10
Standard Industrial Classification
66290 - Other Activities Auxiliary To Insurance And Pension Funding
Brief company account
Intangible Assets
500,000 GBP2024-03-31
560,000 GBP2023-03-31
Property, Plant & Equipment
2,144 GBP2024-03-31
1,987 GBP2023-03-31
Fixed Assets
502,144 GBP2024-03-31
561,987 GBP2023-03-31
Debtors
20,891 GBP2024-03-31
20,043 GBP2023-03-31
Cash at bank and in hand
45,076 GBP2024-03-31
153,116 GBP2023-03-31
Current Assets
65,967 GBP2024-03-31
173,159 GBP2023-03-31
Net Current Assets/Liabilities
-252,849 GBP2024-03-31
-188,250 GBP2023-03-31
Total Assets Less Current Liabilities
249,295 GBP2024-03-31
373,737 GBP2023-03-31
Creditors
Non-current, Amounts falling due after one year
-179,777 GBP2024-03-31
-315,070 GBP2023-03-31
Net Assets/Liabilities
69,111 GBP2024-03-31
58,289 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
69,011 GBP2024-03-31
58,189 GBP2023-03-31
Equity
69,111 GBP2024-03-31
58,289 GBP2023-03-31
Average Number of Employees
32023-04-01 ~ 2024-03-31
22022-01-27 ~ 2023-03-31
Property, Plant & Equipment - Gross Cost
Other
3,038 GBP2024-03-31
2,329 GBP2023-03-31
Property, Plant & Equipment - Other Disposals
Other
-849 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Other
894 GBP2024-03-31
342 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Other
953 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Other Disposals/Decrease in Depreciation & Impairment
Other
-401 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Other
2,144 GBP2024-03-31
1,987 GBP2023-03-31
Other Debtors
Amounts falling due within one year
20,891 GBP2024-03-31
20,043 GBP2023-03-31
Other Taxation & Social Security Payable
Current
39,574 GBP2024-03-31
29,074 GBP2023-03-31
Other Creditors
Current
279,242 GBP2024-03-31
332,335 GBP2023-03-31
Creditors
Current
318,816 GBP2024-03-31
361,409 GBP2023-03-31
Other Creditors
Non-current
179,777 GBP2024-03-31
315,070 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31

Related profiles found in government register
  • LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD
    Info
    DUGDALE TAYLOR LTD - 2024-09-10
    Registered number 13875627
    icon of address12 Cathedral Road, Cardiff CF11 9LJ
    PRIVATE LIMITED COMPANY incorporated on 2022-01-27 (4 years). The company status is Active.
    The last date of confirmation statement was made at 2025-01-26
    CIF 0
  • LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD
    S
    Registered number 13875627
    icon of address12, Cathedral Road, Cardiff, Wales, CF11 9LJ
    CIF 1
  • DUGDALE TAYLOR LTD
    S
    Registered number 13875627
    icon of address12, Cathedral Road, Cardiff, Wales, CF11 9LJ
    CIF 2
child relation
Offspring entities and appointments
Active 1
  • OPENWORKS PARTNERSHIP LLP - 2005-04-19
    icon of addressC/o Julie Clarke Auckland House, Lydiard Fields, Swindon, England
    Active Corporate (1545 parents, 1 offspring)
    Officer
    icon of calendar 2023-07-25 ~ now
    CIF 1 - LLP Member → ME
Ceased 1
  • OPENWORKS PARTNERSHIP LLP - 2005-04-19
    icon of addressC/o Julie Clarke Auckland House, Lydiard Fields, Swindon, England
    Active Corporate (1545 parents, 1 offspring)
    Officer
    icon of calendar 2023-07-25 ~ 2025-03-20
    CIF 2 - LLP Member → ME

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.