logo
explain how to read the page

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 1
  • 1
    Lewis, Gareth John
    Born in April 1975
    Individual (4 offsprings)
    Officer
    2022-01-27 ~ now
    OF - Director → CIF 0
    Mr Gareth John Lewis
    Born in April 1975
    Individual (4 offsprings)
    Person with significant control
    2022-01-27 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
parent relation
Company in focus

LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD

Period: 2024-09-10 ~ now
Company number: 13875627
Registered names
LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD - now
DUGDALE TAYLOR LTD - 2024-09-10
Standard Industrial Classification
66290 - Other Activities Auxiliary To Insurance And Pension Funding
Brief company account
Intangible Assets
440,000 GBP2025-03-31
500,000 GBP2024-03-31
Property, Plant & Equipment
3,260 GBP2025-03-31
2,144 GBP2024-03-31
Fixed Assets
443,260 GBP2025-03-31
502,144 GBP2024-03-31
Debtors
19,119 GBP2025-03-31
20,891 GBP2024-03-31
Cash at bank and in hand
19,014 GBP2025-03-31
45,076 GBP2024-03-31
Current Assets
38,133 GBP2025-03-31
65,967 GBP2024-03-31
Net Current Assets/Liabilities
-257,587 GBP2025-03-31
-252,849 GBP2024-03-31
Total Assets Less Current Liabilities
185,673 GBP2025-03-31
249,295 GBP2024-03-31
Net Assets/Liabilities
65,052 GBP2025-03-31
69,111 GBP2024-03-31
Equity
Called up share capital
100 GBP2025-03-31
100 GBP2024-03-31
Retained earnings (accumulated losses)
64,952 GBP2025-03-31
69,011 GBP2024-03-31
Equity
65,052 GBP2025-03-31
69,111 GBP2024-03-31
Average Number of Employees
32024-04-01 ~ 2025-03-31
32023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Gross Cost
Other
5,745 GBP2025-03-31
3,038 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Other
2,485 GBP2025-03-31
894 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Other
1,591 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Other
3,260 GBP2025-03-31
2,144 GBP2024-03-31
Other Debtors
Amounts falling due within one year
19,119 GBP2025-03-31
20,891 GBP2024-03-31
Other Taxation & Social Security Payable
Current
35,459 GBP2025-03-31
39,574 GBP2024-03-31
Other Creditors
Current
260,261 GBP2025-03-31
279,242 GBP2024-03-31
Creditors
Current
295,720 GBP2025-03-31
318,816 GBP2024-03-31
Other Creditors
Non-current
120,002 GBP2025-03-31
179,777 GBP2024-03-31
Par Value of Share
Class 1 ordinary share
1 GBP2024-04-01 ~ 2025-03-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
80 shares2025-03-31
80 shares2024-03-31
Par Value of Share
Class 2 ordinary share
1 GBP2024-04-01 ~ 2025-03-31
Number of Shares Issued (Fully Paid)
Class 2 ordinary share
20 shares2025-03-31
20 shares2024-03-31
Equity
Called up share capital
100 GBP2025-03-31
100 GBP2024-03-31

Related profiles found in government register
  • LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD
    Info
    DUGDALE TAYLOR LTD - 2024-09-10
    Registered number 13875627
    12 Cathedral Road, Cardiff CF11 9LJ
    PRIVATE LIMITED COMPANY incorporated on 2022-01-27 (4 years 3 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2026-01-26
    CIF 0
  • LEWIS FINANCIAL PLANNING & WEALTH MANAGEMENT LTD
    S
    Registered number 13875627
    12, Cathedral Road, Cardiff, Wales, CF11 9LJ
    CIF 1
  • DUGDALE TAYLOR LTD
    S
    Registered number 13875627
    12, Cathedral Road, Cardiff, Wales, CF11 9LJ
    CIF 2
child relation
Offspring entities and appointments 1
  • 1
    OPENWORK PARTNERSHIP LLP
    - now OC312300
    OPENWORKS PARTNERSHIP LLP - 2005-04-19
    C/o Julie Clarke Auckland House, Lydiard Fields, Swindon, England
    Active Corporate (2377 parents, 1 offspring)
    Officer
    2023-07-25 ~ now
    CIF 1 - LLP Member → ME
    2023-07-25 ~ 2025-03-20
    CIF 2 - LLP Member → ME

The content of this website is protected by AgonGuard.

© 2022- Polylogarithmic Technology Ltd (Registered in England and Wales No. 14256313). All rights reserved.

Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.