Destination Financial Planning Limited

#NI631014 Active

Destination Financial Planning specializes in providing tailored financial planning and investment advice for young professionals in Northern Ireland, helping them achieve their financial goals through personalized strategies.

Founded: 30 Apr 2015
Industries:
64999 - Financial intermediation not elsewhere classified
Location: Belfast

Products & Services

• financial advisor
• financial consultant
• financial planning
• general investment account (gia)
• individual savings account (isa)
• investment advice
• investment only financial planning
• ongoing coaching
• young professionals

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)
2
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

1st Floor Avenue House

42-44 Rosemary Street

Belfast

BT1 1QE

Northern Ireland

Basic Information

LTD
30 Apr 2015
NORTHERN IRELAND
Yes

Industry Classification

64999

Company Attributes

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

Summary

7
Officers
2
PSCs
0
Filings