# Caldwell Financial Planning (Caldwell Financial Planning Limited)

Private limited company registered in Falkirk, classed under “Financial intermediation not elsewhere classified”.

- Company number: SC814158
- Status: Active
- Type: Private limited company
- Incorporated: 20 June 2024
- Registered office: 2 Melville Street, Falkirk, FK1 1HZ
- Location: Falkirk
- Activity: Financial intermediation not elsewhere classified

## Latest filed profit

No profit figure in its latest filed accounts.

Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers.

## Questions people ask

### What does Caldwell Financial Planning do?

Private limited company registered in Falkirk, classed under “Financial intermediation not elsewhere classified”.

### How much turnover does Caldwell Financial Planning make?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/caldwell-financial-planning-sc814158

### Is Caldwell Financial Planning profitable?

Caldwell Financial Planning's profit isn't public: small companies may file without a profit and loss account.

### How many people work at Caldwell Financial Planning?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/caldwell-financial-planning-sc814158

### Who runs and owns Caldwell Financial Planning?

Its directors are Kerry Ovens, Iain Ovens. Its owners are shown to subscribers.

### Where is Caldwell Financial Planning based?

Its registered office is 2 Melville Street, Falkirk, FK1 1HZ, in Falkirk.

### When was Caldwell Financial Planning founded?

Caldwell Financial Planning Limited was incorporated on 20 June 2024.

### Is Caldwell Financial Planning still trading?

The register lists Caldwell Financial Planning Limited as active.

## Timeline

Recent filings and changes at Companies House.

- 2025-09-17: Total exemption full accounts made up to 30 June 2025
- 2024-06-20: Incorporation

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Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/caldwell-financial-planning-sc814158