CompanyCore
UK company intelligence
Company profile report
Prepared 12 July 2026

ELLIS DAVIES FINANCIAL PLANNING LIMITED

10550096 · ltd · incorporated 2017-01-06

1. Company facts

Status
active
Lifecycle
🏛️ Established — Profitable, stable, 5+ years of trading. Classic SME profile.
Jurisdiction
england-wales
Registered office
91-93 Alma Road Clifton, Bristol, BS8 2DP, England
SIC codes
64999 — Financial intermediation not elsewhere classified
Accounts next due
2027-12-31
Confirmation statement next due
2027-01-19

2. Directors (2 active)

DAVIES, Nicholas Adam
director · appointed 2017-01-06 · born 10/1980 (age 46)
ELLIS, Richard David
director · appointed 2017-01-06 · born 12/1978 (age 48)

3. Shareholders (2 active)

Mr Richard David Ellis
25-50% shares
Mr Nicholas Adam Davies
25-50% shares

Headline verdict

Opportunity score
72/100 (Strong)
Owner dependency
high — 78/100
Red flags
0 high · 0 medium · 0 low