ABOUT DAVIES FINANCIAL PLANNING LIMITED
We are a family run business and the comprehensive level of service we offer demands the expert financial planning skills which we have built up over 30 years in the financial service industry.
When seeking financial advice it is best to speak to someone who is not limited to offering products or services from only one company. This will ensure that you receive advice which is best suited to YOUR personal circumstances. At Davies Financial Planning we never forget that you have a choice and we strive to offer an unrivalled service so that you will choose us.
We are based in the popular seaside town of Whitstable in Kent and although most of our clients are in Kent we have helped and continue to work with clients located further afield.
We understand that busy lifestyles sometimes make it difficult in arranging meetings during the working day and that is why we offer evening appointments. We are happy to host a meeting with you in our offices or alternatively we can arrange home visits, whichever is your preference.
We only offer products from a select panel of insurers for Buildings and Contents cover and payment protection.
Registered address: Jagow House, Millstrood Road, Whitstable, Kent CT5 3PS Registered as a limited company in England and Wales No. 06859167.
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For mortgages we charge a fee of £250 which includes researching the mortgage options, recommending a suitable product, processing the mortgage application and managing the process through to completion of your mortgage. We will also receive a commission from the lender.
KEY FINANCE
Year
2017
Assets
£49.82k
▼ £-7.82k (-13.56 %)
Cash
£0k
▼ £0k (NaN)
Liabilities
£13.69k
▼ £-2.82k (-17.06 %)
Net Worth
£36.13k
▼ £-5k (-12.16 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Canterbury
- Company name
- DAVIES FINANCIAL PLANNING LIMITED
- Company number
- 06859167
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
25 Mar 2009
Age - 17 years
- Home Country
- United Kingdom
CONTACTS
- Website
- daviesfinancialplanning.co.uk
- Phones
-
01227 278 500
- Registered Address
- JAGOW HOUSE,
MILLSTROOD ROAD,
WHITSTABLE,
KENT,
CT5 3PS
ECONOMIC ACTIVITIES
- 82990
- Other business support service activities n.e.c.
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LAST EVENTS
- 27 Mar 2017
- Confirmation statement made on 25 March 2017 with updates
- 08 Mar 2017
- Statement of capital following an allotment of shares on 28 February 2017
GBP 102
- 12 Jan 2017
- Micro company accounts made up to 31 July 2016
See Also
Last update 2018
DAVIES FINANCIAL PLANNING LIMITED DIRECTORS
Angela Davies
Acting
- Appointed
- 25 March 2009
- Role
- Secretary
- Address
- 1 Windsor Gardens, Herne Bay, Kent, CT6 8FE
- Name
- DAVIES, Angela
Robin Huw Davies
Acting
PSC
- Appointed
- 25 March 2009
- Occupation
- Company Director
- Role
- Director
- Age
- 60
- Nationality
- British
- Address
- 1 Windsor Gardens, Herne Bay, Kent, CT6 8FE
- Country Of Residence
- England
- Name
- DAVIES, Robin Huw
- Notified On
- 1 June 2016
- Nature Of Control
- Ownership of shares – 75% or more
Angela Davies
Resigned
- Appointed
- 25 March 2009
- Resigned
- 25 March 2009
- Occupation
- Company Director
- Role
- Director
- Age
- 60
- Nationality
- British
- Address
- 1 Windsor Gardens, Herne Bay, Kent, CT6 8FE
- Country Of Residence
- Uk
- Name
- DAVIES, Angela
REVIEWS
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Excellent according to the company’s financial health.