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CELTIC FINANCIAL PLANNING LTD Active

Financial Services


Contact information


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Financial statements of CELTIC FINANCIAL PLANNING LTD

According to CELTIC FINANCIAL PLANNING LTD latest financial report submitted on 2024-03-31, the company has a Cash of £61,751.00, Working-Capital of £105,682.00. Compared with the previous year, the company reported a Cash decrease of -53.42%, which is an equivalent of 32989. At the same time, the Working-Capital went up by 2.34%, or by -2470.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    -

  • Consolidated A/cs

    N

  • Working Capital

    £ 105682

EBITDA

CELTIC FINANCIAL PLANNING LTD Business Credit Report

A Business Credit Report for CELTIC FINANCIAL PLANNING LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for CELTIC FINANCIAL PLANNING LTD, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CELTIC FINANCIAL PLANNING LTD

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

CELTIC FINANCIAL PLANNING LTD Directors and key executives

CELTIC FINANCIAL PLANNING LTD currently employs 6 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CELTIC FINANCIAL PLANNING LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

6

100%

1y growth

100%

2y growth

Management Level


75

Middle

13

Operational

Employee Job Title Email Phone Country
Robert Lewis Director
******@celticfp.co.uk
- GB
Robert Lewis Director & Independent Financial Advisor
******@celticfp.co.uk
- GB
Stephen Dale Director
*****@celticfp.co.uk
- GB
Bethan Dip Senior Paraplanner
******@celticfp.co.uk
- GB
Megan Oare Office Administrator
*****@celticfp.co.uk
- GB

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CELTIC FINANCIAL PLANNING LTD Ownership and Group Structure

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CELTIC FINANCIAL PLANNING LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at CELTIC FINANCIAL PLANNING LTD. One of of major shareholders of CELTIC FINANCIAL PLANNING LTD is NYKKI DALE, which owns 0 ORDINARY shares, with a total value of 0 GBP and ROBERT LEWIS, which owns 80 ORDINARY shares, with a total value of 20,000 GBP and NYKKI DALE, which owns 20 ORDINARY shares, with a total value of 5,000 GBP.


Name Quantity Share Type Value
NYKKI DALE
1 ORDINARY 250 GBP
ROBERT LEWIS
80 ORDINARY 20000 GBP
NYKKI DALE
20 ORDINARY 5000 GBP

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CELTIC FINANCIAL PLANNING LTD competitors:

Top 5 similar companies of CELTIC FINANCIAL PLANNING LTD are MORGAN STANLEY UK GROUP, NORTHLAND CAPITAL PARTNERS LIMITED, HW FINANCIAL SERVICES LIMITED, PRIDE MOTOR CONTRACTS LIMITED, WILSON EUROPE LIMITED. View and export all the competitor list of CELTIC FINANCIAL PLANNING LTD by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

NORTHLAND CAPITAL PARTNERS LIMITED


Revenue
1,172,576.0
Age
34 years
Employees
11-50
Industry
View Financial Services
Website
View http://northl************

HW FINANCIAL SERVICES LIMITED


Revenue
-
Age
39 years
Employees
11-50
Industry
View Finance & Insurance
Website
View http://hw*******

PRIDE MOTOR CONTRACTS LIMITED


Revenue
-
Age
27 years
Employees
9
Industry
View Finance & Insurance
Website
View http://pridemotor****************

WILSON EUROPE LIMITED


Revenue
1,973,818.0
Age
30 years
Employees
10
Industry
View Finance & Insurance
Website
View http://wilson***********

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CELTIC FINANCIAL PLANNING LTD news & activities:


Employees

CELTIC FINANCIAL PLANNING LTD number of employees has decreased by 0% compared with previous year and now represents a total number of 6.

uk.globaldatabase.com

2024-03-31

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Frequently Asked Questions regarding CELTIC FINANCIAL PLANNING LTD


Where is CELTIC FINANCIAL PLANNING LTD registered office?

CELTIC FINANCIAL PLANNING LTD is located at Florence House Bromfield Lane, United Kingdom.

How can I contact CELTIC FINANCIAL PLANNING LTD?

You can call CELTIC FINANCIAL PLANNING LTD at the following number +441352******

What is the website of CELTIC FINANCIAL PLANNING LTD?

CELTIC FINANCIAL PLANNING LTD website is https://celticfp.co.uk/

How many people work at CELTIC FINANCIAL PLANNING LTD?

According to the latest account statement, there are currently 6 of employees working for CELTIC FINANCIAL PLANNING LTD.

What is the Business Credit Score of CELTIC FINANCIAL PLANNING LTD and how reliable is the company?

In order to check the business credit score of CELTIC FINANCIAL PLANNING LTD, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CELTIC FINANCIAL PLANNING LTD pay their invoices on time?

By requesting a Business Credit Report for CELTIC FINANCIAL PLANNING LTD, you will be able to gain more insights about the CELTIC FINANCIAL PLANNING LTD payment trends.

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