ABOUT ORCHARD FINANCIAL PLANNING LIMITED
(see meet the team) have each been practicing financial advisers for over twenty years and are director owners at Orchard. They are proud to have clients that have been with them since the start of their advice careers. All advice is provided by Royden and Stephen so you can be rest assured of familiarity of outcomes and continuity of service.
We provide a highly professional service, perhaps slightly unconventional (we generally don’t wear black suits and ties). Our first meetings are quite informal get to know you/us; this allows us to understand your needs and look at what you have already got in place and for you to understand the type of advice and service we will provide you. If you wish us to act for you we also agree a fee structure (we do not charge for initial meetings).
We originally operated from offices at Burton In Kendal, which we outgrew. We are now based at offices in Endmoor (to find us please see our map on the Contact Us page). Parking is plentiful and free.
If you're a previous visitor to our site, you'll notice that we've just launched our new-look design. We're hoping this will make it easier for our guests…
KEY FINANCES
Year
2016
Assets
£122.28k
▲ £39.85k (48.34 %)
Cash
£122.28k
▲ £39.85k (48.34 %)
Liabilities
£52.26k
▲ £7.41k (16.51 %)
Net Worth
£70.02k
▲ £32.44k (86.33 %)
REGISTRATION INFO
-
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-
UK
-
South Lakeland
- Company name
- ORCHARD FINANCIAL PLANNING LIMITED
- Company number
- 06474885
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
16 Jan 2008
Age - 17 years
- Home Country
- United Kingdom
CONTACTS
- Website
- orchardfp.co.uk
- Phones
-
01539 567 129
- Registered Address
- ENDMOOR HOUSE MAIN STREET,
ENDMOOR,
KENDAL,
CUMBRIA,
LA8 0EU
ECONOMIC ACTIVITIES
- 64999
- Financial intermediation not elsewhere classified
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LAST EVENTS
- 07 Feb 2017
- Confirmation statement made on 16 January 2017 with updates
- 24 Dec 2016
- Total exemption small company accounts made up to 31 March 2016
- 28 Jan 2016
- Annual return made up to 16 January 2016 with full list of shareholders
Statement of capital on 2016-01-28
GBP 100
See Also
Last update 2018
ORCHARD FINANCIAL PLANNING LIMITED DIRECTORS
Alison Dobson
Acting
- Appointed
- 16 January 2008
- Role
- Secretary
- Address
- Aldcliffe, Vicarage Lane, Burton, Carnforth, Lancashire, LA6 1NW
- Name
- DOBSON, Alison
Royden Andrew Davies
Acting
PSC
- Appointed
- 15 February 2012
- Occupation
- Financial Adviser
- Role
- Director
- Age
- 64
- Nationality
- British
- Address
- Endmoor House, Main Street, Endmoor, Kendal, Cumbria, United Kingdom, LA8 0EU
- Country Of Residence
- England
- Name
- DAVIES, Royden Andrew
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Alison Dobson
Acting
- Appointed
- 16 January 2008
- Occupation
- Admin Assistant
- Role
- Director
- Age
- 52
- Nationality
- British
- Address
- Aldcliffe, Vicarage Lane, Burton, Carnforth, Lancashire, LA6 1NW
- Country Of Residence
- United Kingdom
- Name
- DOBSON, Alison
Stephen Dobson
Acting
PSC
- Appointed
- 16 January 2008
- Occupation
- Financial Advisor
- Role
- Director
- Age
- 55
- Nationality
- British
- Address
- Aldcliffe, Vicarage Lane, Burton, Carnforth, Lancashire, LA6 1NW
- Country Of Residence
- England
- Name
- DOBSON, Stephen
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
HCS SECRETARIAL LIMITED
Resigned
- Appointed
- 16 January 2008
- Resigned
- 16 January 2008
- Role
- Nominee Secretary
- Address
- 44 Upper Belgrave Road, Clifton, Bristol, Uk, BS8 2XN
- Name
- HCS SECRETARIAL LIMITED
HANOVER DIRECTORS LIMITED
Resigned
- Appointed
- 16 January 2008
- Resigned
- 16 January 2008
- Role
- Nominee Director
- Address
- 44 Upper Belgrave Road, Bristol, BS8 2XN
- Name
- HANOVER DIRECTORS LIMITED
REVIEWS
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Excellent according to the company’s financial health.
