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Financial intermediation not elsewhere classified · Carnforth, Lancashire
Lifestyle Wealth Planning
Lifestyle Wealth Planning Ltd
Private limited company registered in Carnforth, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Mar 2025 · 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
3 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| 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 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Cash ratioCash for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
6 balance-sheet lines and 3 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 Lifestyle Wealth Planning do?
Private limited company registered in Carnforth, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Lifestyle Wealth Planning make?
Answered in the full report
›Is Lifestyle Wealth Planning profitable?
Lifestyle Wealth Planning's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Lifestyle Wealth Planning?
Answered in the full report
›Where is Lifestyle Wealth Planning based?
Its registered office is 14 Acorn Meadow, Bolton-Le-Sands, Carnforth, Lancashire, LA5 8JL, in Carnforth, Lancashire.
›When was Lifestyle Wealth Planning founded?
Lifestyle Wealth Planning Ltd was incorporated on 7 April 2018.
›Is Lifestyle Wealth Planning still trading?
The register lists Lifestyle Wealth Planning Ltd as active.