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Activities auxiliary to financial intermediation n.e.c. · Swansea

Celtic Wealth Management and Financial Planning

Celtic Wealth Management and Financial Planning Limited

ActiveLatest figures: 2025Abridged accountsCompany only12 years on the register

Private limited company registered in Swansea, classed under “Activities auxiliary to financial intermediation n.e.c.”.

Headline figures

FY to Jun 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

1 finding from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£2021*2022202320242025
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2022202320242025
Current assets
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

4 balance-sheet lines and 2 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Questions people ask

›What does Celtic Wealth Management and Financial Planning do?

Private limited company registered in Swansea, classed under “Activities auxiliary to financial intermediation n.e.c.”.

›How much turnover does Celtic Wealth Management and Financial Planning make?

Answered in the full report

›Is Celtic Wealth Management and Financial Planning profitable?

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

›How many people work at Celtic Wealth Management and Financial Planning?

Answered in the full report

›Where is Celtic Wealth Management and Financial Planning based?

Its registered office is The Old Bank 30 St. Teilo Street, Pontarddulais, Swansea, SA4 8SZ, in Swansea.

›When was Celtic Wealth Management and Financial Planning founded?

Celtic Wealth Management and Financial Planning Limited was incorporated on 28 November 2013.

›Is Celtic Wealth Management and Financial Planning still trading?

The register lists Celtic Wealth Management and Financial Planning Limited as active.

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