# Lewis Financial Planning & Wealth Management Ltd

## Details

- **Company number:** [13875627](https://find-and-update.company-information.service.gov.uk/company/13875627)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 27 Jan 2022
- **Registered office:** 12 CATHEDRAL ROAD, CARDIFF, CF11 9LJ
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding


## Previous names

- Dugdale Taylor Ltd (until 10 Sep 2024)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Gareth John Lewis | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 27 Jan 2022 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £65,052 | £19,014 | 3 |
| 31 Mar 2024 | £69,111 | £45,076 | 2 |
| 31 Mar 2023 | £58,289 | £153,116 | 2 |






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