Finance Planning Wealth Management Limited
Finance Planning Wealth Management Limited
#09335256 • Active
B2cServices
Finance Planning offers tailored mortgage and protection advice, providing access to over 10,000 mortgages from more than 100 lenders. Their experienced professionals deliver personalized service to help clients navigate their financial options conveniently.
Founded: 01/12/2014
Industries: Other business support service activities n.e.c.
Website: https://financeplanning.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: Crawley
Products
- Income Protection
- Life Insurance
- Mortgages
Services
- Mortgage Advice
- Protection Advice
Financial Snapshot
Last accounts made up to 31 August 2023
Next accounts due 30 May 2025 (0 months)
Total Liabilities £0.26m
↑ 1009%
Employees 4
↑ 0%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Dean Phillip Aspinall | Business Development Director | 01/05/2017 | British | 61 years |
| Terence Stephen Mccutcheon | Financial Adviser | 01/12/2014 | British | 63 years |
| Daniel John Maskell | Director | 01/12/2014 | British | 59 years |
Role:
Business Development Director
Appointed:
01/05/2017
Nationality:
British
Age:
61 years
Role:
Financial Adviser
Appointed:
01/12/2014
Nationality:
British
Age:
63 years
Role:
Director
Appointed:
01/12/2014
Nationality:
British
Age:
59 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Dean Phillip Aspinall | Significant Influence Or Control | 01/05/2017 | British |
| Peter Charles Burgess | Significant Influence Or Control | 06/04/2016 | British |
| Daniel John Maskell | Significant Influence Or Control | 06/04/2016 | British |
| Terence Stephen Mccutcheon | Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent | 06/04/2016 | British |
Dean Phillip Aspinall
Nature of Control:
Significant Influence Or Control
Notified On:
01/05/2017
Nationality:
British
Peter Charles Burgess
Nature of Control:
Significant Influence Or Control
Notified On:
06/04/2016
Nationality:
British
Daniel John Maskell
Nature of Control:
Significant Influence Or Control
Notified On:
06/04/2016
Nationality:
British
Terence Stephen Mccutcheon
Nature of Control:
Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
Notified On:
06/04/2016
Nationality:
British
Financial Accounts
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Charges
No charges registered
Properties
No property information available
Grants
No grant information available
Group Structure
No group structure information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 02/12/2024 | Confirmation Statement | Confirmation Statement With Updates | View (4 pages) |
| 30/08/2024 | Accounts | Accounts With Accounts Type Micro Entity | View (5 pages) |
| 26/06/2024 | Persons With Significant Control | Change To A Person With Significant Control | View (2 pages) |
| 31/05/2024 | Accounts | Change Account Reference Date Company Previous Shortened | View (1 page) |
| 01/12/2023 | Confirmation Statement | Confirmation Statement With Updates | View (5 pages) |
| 17/08/2023 | Accounts | Change Account Reference Date Company Current Extended | View (1 page) |
| 07/08/2023 | Persons With Significant Control | Change To A Person With Significant Control | View (2 pages) |
26/06/2024 Persons With Significant Control
Change To A Person With Significant Control
07/08/2023 Persons With Significant Control
Change To A Person With Significant Control