Lee Strathy Limited

#08583095 Active

Lee Strathy is an independent financial planning firm dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. They prioritize client interests and provide ongoing support to ensure peace of mind.

Founded: 25 Jun 2013
Industries:
64999 - Financial intermediation not elsewhere classified
Location: Plymouth

Products & Services

• financial planner
• financial planning
• investment advice
• investment strategies
• personalized financial plans
• second opinion service
• wealth management

Financial Snapshot

Last accounts made up to 29 Oct 2024
Next accounts due 29 Jan 2027 (12 months)
Cash in Bank
£0.34m
↓ 23%
Turnover
£2.1m
↑ 15%
EBITDA
£0.45m
↑ 8%
Gross Profit
£0.89m
↑ 12%
Total Liabilities
£0.72m
↓ 17%
Employees
14
↑ 0%
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People

Officers
2
Shareholders
1
Controllers (PSC)
4
Susan Marie Puddephatt
Director • British • Lives in England • Born in Oct 1962
Stephen David Willis
Director • British • Lives in England • Born in Feb 1980

Registered Office Address

The Apex Brest Road Derriford Business Park

Derriford

Plymouth

PL6 5FL

United Kingdom

Basic Information

LTD
25 Jun 2013
ENGLAND WALES
Yes

Industry Classification

64999

Company Attributes

N/A
N/A
N/A
N/A

Summary

7
Officers
4
PSCs
0
Filings