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PENGUIN WEALTH PLANNERS LIMITED Active


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Financial statements of PENGUIN WEALTH PLANNERS LIMITED

According to PENGUIN WEALTH PLANNERS LIMITED latest financial report submitted on 2023-12-31, the company has a Cash of £233,625.00, Total-Assets of £697,436.00 while the Working-Capital is £440,177.00. Compared with the previous year, the company reported a Cash increase of 18.57%, which is an equivalent of -43374. At the same time, the Total-Assets went up by 23.88%, or by -166567.


Year:
2022 Not available
2021 Not available
2020 Not available
2019 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 440177

EBITDA

PENGUIN WEALTH PLANNERS LIMITED Business Credit Report

A Business Credit Report for PENGUIN WEALTH PLANNERS LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for PENGUIN WEALTH PLANNERS LIMITED, 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

PENGUIN WEALTH PLANNERS LIMITED

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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

PENGUIN WEALTH PLANNERS LIMITED Directors and key executives

PENGUIN WEALTH PLANNERS LIMITED currently employs 14 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 PENGUIN WEALTH PLANNERS LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

14

100%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Craig Palfrey Director
-
- GB
Craig Palfrey Director
-
- GB
Oliver Pughe Director
-
- GB
Gavin Baos Director
-
- GB

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PENGUIN WEALTH PLANNERS LIMITED Ownership and Group Structure

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PENGUIN WEALTH PLANNERS LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at PENGUIN WEALTH PLANNERS LIMITED. One of of major shareholders of PENGUIN WEALTH PLANNERS LIMITED is CRAIG PALFREY, which owns 5065 ORDINARY shares, with a total value of 5,065 GBP and CRAIG PALFREY, which owns 65 ORDINARY shares, with a total value of 65 GBP and GAVIN BAOS, which owns 15 ORDINARY shares, with a total value of 15 GBP and OLIVER PUGHE, which owns 20 ORDINARY shares, with a total value of 20 GBP and ASHLEY EVANS, which owns 1 ORDINARY E shares, with a total value of 1 GBP.


Name Quantity Share Type Value
CRAIG PALFREY
5065 ORDINARY 5065 GBP
CRAIG PALFREY
65 ORDINARY 65 GBP
GAVIN BAOS
15 ORDINARY 15 GBP
OLIVER PUGHE
20 ORDINARY 20 GBP
ASHLEY EVANS
1 ORDINARY E 1 GBP

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PENGUIN WEALTH PLANNERS LIMITED competitors:

Top 5 similar companies of PENGUIN WEALTH PLANNERS LIMITED are MORGAN STANLEY UK GROUP, DWS INVESTMENTS UK LIMITED, SAUNDERSON HOUSE LIMITED, RENAISSANCE CAPITAL LIMITED, SCHRODER VENTURES INVESTMENT ADVISERS LIMITED. View and export all the competitor list of PENGUIN WEALTH PLANNERS LIMITED by upgrading your account here.


MORGAN STANLEY UK GROUP


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

DWS INVESTMENTS UK LIMITED


Revenue
182,067,348.203965
Age
21 years
Employees
104
Industry
View Finance & Insurance
Website
View https://banke************

SAUNDERSON HOUSE LIMITED


Revenue
19,469,814.0
Age
57 years
Employees
194
Industry
View Foreign Insurance Companies Service Offices
Website
View https://saunders**************

RENAISSANCE CAPITAL LIMITED


Revenue
6.0
Age
30 years
Employees
64
Industry
View Banks
Website
View https://re*********

SCHRODER VENTURES INVESTMENT ADVISERS LIMITED


Revenue
8,175.0
Age
37 years
Employees
64
Industry
View Banks
Website
View Not available

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PENGUIN WEALTH PLANNERS LIMITED news & activities:


Employees

PENGUIN WEALTH PLANNERS LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 14.

uk.globaldatabase.com

2023-12-31

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Frequently Asked Questions regarding PENGUIN WEALTH PLANNERS LIMITED


Where is PENGUIN WEALTH PLANNERS LIMITED registered office?

PENGUIN WEALTH PLANNERS LIMITED is located at Celtic House Caxton Place Pentwyn, United Kingdom.

How can I contact PENGUIN WEALTH PLANNERS LIMITED?

You can call PENGUIN WEALTH PLANNERS LIMITED at the following number +442920******

What is the website of PENGUIN WEALTH PLANNERS LIMITED?

PENGUIN WEALTH PLANNERS LIMITED website is http://penguinwealth.com/

How many people work at PENGUIN WEALTH PLANNERS LIMITED?

According to the latest account statement, there are currently 14 of employees working for PENGUIN WEALTH PLANNERS LIMITED.

What is the Business Credit Score of PENGUIN WEALTH PLANNERS LIMITED and how reliable is the company?

In order to check the business credit score of PENGUIN WEALTH PLANNERS LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does PENGUIN WEALTH PLANNERS LIMITED pay their invoices on time?

By requesting a Business Credit Report for PENGUIN WEALTH PLANNERS LIMITED, you will be able to gain more insights about the PENGUIN WEALTH PLANNERS LIMITED payment trends.

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