Principle Wealth And Financial Planning Ltd
11407698
Some Concerns
- No accounts filed in last 18 months (-5)
Details
Previously known as
Compliance
Last accounts
30/04/2026
unaudited abridged
Next accounts due
31/01/2028
Confirmation statement
Last: 20/12/2025
Due 03/01/2027
Industry
Officers
director · Since 05/07/2022
DIRECTOR
BRITISH · ENGLAND · Age 63
Also on 2 other boards
director · Since 01/03/2023
DIRECTOR
ENGLISH · ENGLAND · Age 64
Also on 4 other boards
Former
director · Resigned 30/11/2022
Persons with Significant Control
Mr Gary Christopher Donnellan
English · England · Age 64
74, Childwall Valley Road, Liverpool, L16 4PF
Notified 20/12/2022
Former PSCs
Mr Jack Patrick Donnellan
Ceased 20/12/2022
Mrs Donna Elizabeth Donnellan
Ceased 01/03/2023
Change History
Active
Private Limited Company
74 CHILDWALL VALLEY ROAD
LIVERPOOL
CompanyRankvs 14682+ SIC 64999 peers43
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 30/04/2024
Net Worth
£100
Balance sheet strength
Cash
£78k
Cash in the bank
Net Current Assets
£30k
Working capital
Current Assets
—
Current Liabilities
£48k
Fixed Assets
£41k
Balance Sheet