OpenCompanies

City Financial Planning Limited

Company number
03224580
Status
Active
Type
Private Limited Company
Incorporated
15 Jul 1996
Nature of business
Activities auxiliary to financial intermediation n.e.c.
Corporate group
Beech Tree Gp Ii Limited (42 companies)

Registered office

3 Princes Buildings
Bath
BA1 2ED

Officers

NameRoleAppointedResigned
VALENTINE, Iain Alexander Director 19 Sep 2025
PEARSON, Mark Robert Director 15 Oct 2024
QUIRKE, Timothy Patrick Director 5 Dec 2001
WEBSTER, Craig Director 15 Oct 2024 10 Oct 2026

Control

NameNature of controlNotifiedCeased
Advanta Solutions Ltd. Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors		 15 Oct 2024
Mr Gary Leslie John Pimm Significant Influence Or Control 6 Apr 2016 15 Oct 2024
Gary Leslie John Pimm Ownership Of Shares 25 To 50 Percent 6 Apr 2016 6 Apr 2016

Accounts

Year ended Net assets Cash Employees
31 Mar 2025 - - -
31 Dec 2023 £866,426 £301,650 26
31 Dec 2022 £682,225 £60,559 26
31 Dec 2021 £845,635 £256,007 26
31 Dec 2020 £882,876 £269,190 25
31 Dec 2019 £1,094,534 £314,962 25
31 Dec 2018 £1,120,973 £501,006 24
31 Dec 2017 £1,076,690 £516,678 24
31 Dec 2016 - - -
31 Dec 2015 - - -
31 Dec 2014 - - -
31 Dec 2013 - - -
31 Dec 2012 - - -
31 Dec 2011 - - -
31 Dec 2010 - - -
31 Dec 2009 - - -
31 Dec 2008 - - -
31 Dec 2007 - - -
31 Dec 2006 - - -
31 Dec 2005 - - -
31 Dec 2004 - - -
31 Jul 2003 - - -
31 Jul 2002 - - -
31 Jul 2001 - - -
31 Jul 2000 - - -
31 Jul 1999 - - -
31 Jul 1998 - - -
31 Jul 1997 - - -

Connections

Owned by

City Financial Planning Limited → Advanta Solutions Ltd → Beech Tree Gp Iii Limited → Beech Tree Gp Ii Limited

Controls

Directors’ other companies

Companies at the same address

Data