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Financial management · Shepton Mallet
Lewis James Financial Planning
Lewis James Financial Planning Limited
Private limited company registered in Shepton Mallet, classed under “Financial management”.
Headline figures
FY to Mar 2026 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees | |||||
| Retained reserves |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Net current assets | ||||
| Net assets |
5 balance-sheet lines, 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 Lewis James Financial Planning do?
Private limited company registered in Shepton Mallet, classed under “Financial management”.
›How much turnover does Lewis James Financial Planning make?
Answered in the full report
›Is Lewis James Financial Planning profitable?
Lewis James Financial Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Lewis James Financial Planning?
Answered in the full report
›Where is Lewis James Financial Planning based?
Its registered office is 1 Manship Green, Shepton Mallet, BA4 5RL, in Shepton Mallet.
›When was Lewis James Financial Planning founded?
Lewis James Financial Planning Limited was incorporated on 18 November 2015.
›Is Lewis James Financial Planning still trading?
The register lists Lewis James Financial Planning Limited as active.