CITY FINANCIAL PLANNING (EXETER) LIMITED
Activities auxiliary to financial intermediation n.e.c.
CITY FINANCIAL PLANNING (EXETER) LIMITED
Activities auxiliary to financial intermediation n.e.c.
Previous Company Names
Contact & Details
Contact
Registered Address
3 Princes Buildings Bath BA1 2ED England
Full company profile for CITY FINANCIAL PLANNING (EXETER) LIMITED (03606716), an active financial services company based in Bath, England. Incorporated 30 Jul 1998. Activities auxiliary to financial intermediation n.e.c.. View financials, directors, shareholders, and filings.
Business Summary
This company specializes in providing innovative solutions and services across multiple sectors. Sign up to viewReports
Credit Report
In-depth credit score, financial analysis, risk assessment and company intelligence.
Financials
Financials
Balance Sheet & P&L (2014–2024)
Cash in Bank
£88.60k
Net Assets
£261.40k
Total Liabilities
£99.09k
Turnover
£929.09k
Employees
3
Debt Ratio
27%
Financial History
Revenue, profit, EBITDA and key financial figures
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Funding
Fundraising & Grants
No fundraising or grants recorded
Investors (0)
No investor information available
Officers
Officers
| Status | |||||
|---|---|---|---|---|---|
| Valentine, Iain Alexander | Director | British | England | 19 Sept 2025 | Active |
See all 21 officers
Sign up to view the full officer history
Persons with Significant Control
Persons with Significant Control (1)
City Financial Planning Limited
United Kingdom
- Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors
Group Structure
Group Structure
Charges
Charges
Properties
Properties
| Address | Tenure | Price Paid | Date Added |
|---|---|---|---|
1, Aston Court, Pynes Hill, Exeter (EX2 5AZ) EXETER | Leasehold | - | 24 Mar 2016 |
Documents
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 11 Jan 2026 | Other | Audit exemption statement of guarantee by parent company for period ending 31/03/25 | |
| 11 Jan 2026 | Accounts | Annual accounts filed | |
| 11 Jan 2026 | Accounts | Annual accounts made up to 31 Mar 2025 | |
| 11 Jan 2026 | Other | Notice of agreement to exemption from audit of accounts for period ending 31/03/25 | |
| 19 Sept 2025 | Officers | Appointment of Iain Alexander Valentine as director on 19 Sept 2025 |
Audit exemption statement of guarantee by parent company for period ending 31/03/25
Annual accounts filed
Annual accounts made up to 31 Mar 2025
Notice of agreement to exemption from audit of accounts for period ending 31/03/25
Appointment of Iain Alexander Valentine as director on 19 Sept 2025
Recent Activity
Latest Activity
Audit exemption statement of guarantee by parent company for period ending 31/03/25
4 months ago on 11 Jan 2026
Annual accounts filed
4 months ago on 11 Jan 2026
Annual accounts made up to 31 Mar 2025
4 months ago on 11 Jan 2026
Notice of agreement to exemption from audit of accounts for period ending 31/03/25
4 months ago on 11 Jan 2026
Appointment of Iain Alexander Valentine as director on 19 Sept 2025
8 months ago on 19 Sept 2025