CompanyTrack
D

DESTINATION FINANCIAL PLANNING LIMITED

Active Belfast

Financial intermediation not elsewhere classified

2 employees Website
Financial services Financial intermediation not elsewhere classified
D

DESTINATION FINANCIAL PLANNING LIMITED

Financial intermediation not elsewhere classified

Founded 30 Apr 2015 Active Belfast, Northern Ireland 2 employees destinationfp.com
Financial services Financial intermediation not elsewhere classified
Accounts Submitted 15 Dec 2025
Confirmation Statement Submitted 30 Apr 2025
Net assets £15.88K £2.04K 2024 year on year
Total assets £15.89K £2.05K 2024 year on year
Total Liabilities £9.00
Charges None No charges registered

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Contact & Details

Registered Address

1st Floor Avenue House 42-44 Rosemary Street Belfast BT1 1QE Northern Ireland

Office (Newry)

5 Cloughmore Terrace, Warrenpoint, Newry BT34 3HP

Office (Warrenpoint, Northern Ireland)

12 Seaview, Warrenpoint, Northern Ireland, BT34 3NJ

Telephone

0283 085 1199

Credit Report

Discover DESTINATION FINANCIAL PLANNING LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2016–2024)

Cash in Bank

N/A

Net Assets

£15.88k

Increased by £2.04k (+15%)

Total Liabilities

£9.00

Turnover

N/A

Employees

2

Debt Ratio

N/A

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

3 active 4 resigned
Status
Michelmores Secretaries LimitedCorporate-secretaryUnited KingdomUnknown30 Oct 2024Active
Stephen David WillisDirectorBritishEngland4630 Oct 2024Active
Susan Marie PuddephattDirectorBritishEngland6330 Oct 2024Active

Shareholders

Shareholders (1)

True Wealth Planning Solutions Limited
100.0%
130 Apr 2025

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

True Wealth Planning Solutions Limited

United Kingdom

Active
Notified 31 Oct 2017
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

David Crozier

Ceased 31 Oct 2017

Ceased

Group Structure

Group Structure

TRUE WEALTH PLANNING SOLUTIONS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUCCESSION GROUP LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUCCESSION HOLDINGS LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA WEALTH HOLDINGS UK LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA LIFE HOLDINGS UK LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA GROUP HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA PLC united kingdom
DESTINATION FINANCIAL PLANNING LIMITED Current Company

Charges

Charges

No charges registered

Documents

Company Filings

DateCategoryDescriptionDocument
15 Dec 2025AccountsAnnual accounts made up to 2025-10-29View(1 page)
27 Aug 2025AccountsAnnual accounts made up to 2024-10-29View(5 pages)
1 Jul 2025Persons With Significant ControlChange to True Wealth Planning Solutions Limited as a person with significant control on 2025-07-01View(2 pages)
28 May 2025AccountsAnnual accounts made up to 2025-03-31View(1 page)
30 Apr 2025Confirmation StatementConfirmation statement made on 2025-04-30 with updatesView(5 pages)
15 Dec 2025 Accounts

Annual accounts made up to 2025-10-29

27 Aug 2025 Accounts

Annual accounts made up to 2024-10-29

1 Jul 2025 Persons With Significant Control

Change to True Wealth Planning Solutions Limited as a person with significant control on 2025-07-01

28 May 2025 Accounts

Annual accounts made up to 2025-03-31

30 Apr 2025 Confirmation Statement

Confirmation statement made on 2025-04-30 with updates

Recent Activity

Latest Activity

Annual accounts made up to 2025-10-29

2 months ago on 15 Dec 2025

Annual accounts made up to 2024-10-29

5 months ago on 27 Aug 2025

Change to True Wealth Planning Solutions Limited as a person with significant control on 2025-07-01

7 months ago on 1 Jul 2025

Annual accounts made up to 2025-03-31

8 months ago on 28 May 2025

Confirmation statement made on 2025-04-30 with updates

9 months ago on 30 Apr 2025