Verified AccountantsUK firms, verified against the public record
Holly Lodge Financial Services Ltd website icon

Holly Lodge Financial Services Ltd

Chartered Accountants in Felton, Bristol BS40

Verified & RegulatedTrust Score100/100Excellent

Companies House: 1003901343 Currells Ln, Felton, Bristol, BS40 9XFData updated 07 Jul 2026

Verified Accountants assessment

Holly Lodge Financial Services Ltd is a UK limited company based in Bristol, incorporated in 2016 and trading for 10 years.

Public records confirm it is anti-money-laundering supervised by ICAEW, a member firm of ICAEW, up to date with its accounts (last filed 31 Mar 2025), and running a confirmed website. Its website shows it handles Self Assessment, Payroll, and Limited company accounts.

How we verify →

Verification record and Trust Score

100/100

Trust Score

Excellent
Public record
AML supervised · ICAEW
Active company
Filing compliant
Trading 10 years
Professional qualification
  • ICAEW
  • CIOT
  • ACCA
  • AAT
Contact
Website
Phone
Email

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 10039013 (opens in new tab)incorporated 2016Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
  • SIC 69202 - Bookkeeping
  • SIC 69203 - Tax consultancy
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts and confirmation statement filed on timelast accounts 31 Mar 2025 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of ICAEWInstitute of Chartered Accountants in England and Wales (ICAEW) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.ICAEW · checked 20 Jul
Anti-money-launderingSupervised by ICAEWICAEW is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.ICAEW · checked 20 Jul
Professional bodyMember firm of CIOTChartered Institute of Taxation (CIOT) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 29 Jul
Anti-money-launderingSupervised by CIOTCIOT is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.firm website · checked 29 Jul
Sources: Companies House (opens in new tab), ICAEW, firm website (opens in new tab)
Own this firm? Claim or enhance your listing. Get in touch to claim or update this listing

Good fit for

  • Handles Self Assessment, Payroll and Limited company accounts
  • Open six days a week, including Saturdays

Specialisms and services

Services
AccountantSelf AssessmentPayrollLimited company accounts

Message this firm

Send an enquiry and we will pass it to Holly Lodge Financial Services Ltd. No account needed - just your contact details and what you need help with.

We share your message with this firm to answer your enquiry.

People at Holly Lodge Financial Services Ltd

Directors and officers (1)

  • WOODCOCK, JoanneDirector · since 2022

Persons with significant control (1)

  • Mr Duncan WoodcockOwns 75-100% of shares

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2022 to 2025
Net assets
£120
as at 31 Mar 2025
Current assets
£82k
as at 31 Mar 2025+£26k vs 2024
Average employees
1
as at 31 Mar 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
2025202420232022
CashDebtorsOtherNet assets
Full figures
As filed31 Mar 202531 Mar 202431 Mar 202331 Mar 2022
Average employees1111
Net assets£120£120£120£16,547
Current assets£81,848£55,446£32,231£44,168
Fixed assets£32,066£32,562£32,512£788
Shareholders equity£120£120£120£16,547

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2016Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Holly Lodge Financial Services Ltd a regulated accountant?

Yes. Holly Lodge Financial Services Ltd is a member firm of ICAEW and CIOT, and is supervised for anti-money-laundering by ICAEW. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Holly Lodge Financial Services Ltd a chartered accountant?

Yes. Holly Lodge Financial Services Ltd is a member firm of ICAEW, so it can use the title Chartered Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

What services does Holly Lodge Financial Services Ltd offer?

Based on its own website, Holly Lodge Financial Services Ltd offers Self Assessment, Payroll, and Limited company accounts. Confirm current services and availability with the firm before engaging. Message this firm →

How long has Holly Lodge Financial Services Ltd been established?

Holly Lodge Financial Services Ltd was incorporated at Companies House in 2016, so it has been on the register for about 10 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Holly Lodge Financial Services Ltd file its accounts on time?

Yes. According to Companies House, Holly Lodge Financial Services Ltd's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Holly Lodge Financial Services Ltd?

We build this record only from public, authoritative sources - for this firm, Companies House, ICAEW, and firm website, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Holly Lodge Financial Services Ltd scores 100/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

Explore nearby

Weighing up your options?

Compare every verified accountant in Bristol

Prefer a Xero specialist?

Need payroll sorted too?

Choosing an accountant