Principle Wealth And Financial Planning Ltd
- Company number
- 11407698
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 11 Jun 2018
- Nature of business
- Financial intermediation not elsewhere classified
Registered office
Previous names
- JFD Financial Planning Ltd (until 10 Feb 2026)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Jack Patrick Donnellan | Significant Influence Or Control | 11 Jun 2018 | 20 Dec 2022 |
| Mrs Donna Elizabeth Donnellan | Ownership Of Shares 25 To 50 Percent | 1 Dec 2022 | 1 Mar 2023 |
| Mr Gary Christopher Donnellan | Ownership Of Shares 25 To 50 Percent | 20 Dec 2022 |
Accounts
| Year ended | Cash | Employees |
|---|---|---|
| 30 Apr 2026 | £169,727 | 4 |
| 30 Apr 2025 | - | - |
| 30 Apr 2024 | £78,483 | 4 |
| 30 Apr 2023 | £47,666 | 3 |
| 30 Apr 2022 | £153,356 | 3 |
| 30 Apr 2021 | £131,637 | 3 |
| 30 Apr 2020 | £15,672 | 2 |
| 30 Apr 2019 | £40,702 | 2 |