# Principle Wealth And Financial Planning Ltd

## Details

- **Company number:** [11407698](https://find-and-update.company-information.service.gov.uk/company/11407698)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 11 Jun 2018
- **Registered office:** 74 CHILDWALL VALLEY ROAD, LIVERPOOL, L16 4PF
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## 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 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 |