City Financial Planning (Exeter) Limited
- Company number
- 03606716
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 30 Jul 1998
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
- Corporate group
- Beech Tree Gp Ii Limited (43 companies)
Registered office
Previous names
- Firmplan Limited (until 7 Aug 1998)
- Queensgate Financial Advisers Limited (until 31 Oct 2013)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| VALENTINE, Iain Alexander | Director | 19 Sep 2025 | |
| PEARSON, Mark Robert | Director | 15 Oct 2024 | |
| SWIGGS, Clive | Director | 23 Apr 2012 | |
| QUIRKE, Timothy Patrick | Director | 12 Nov 2003 | |
| WEBSTER, Craig | Director | 15 Oct 2024 | 14 Oct 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| City Financial Planning Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | - | - | - |
| 31 Dec 2023 | £16,836 | £96,073 | 7 |
| 31 Dec 2022 | -£5,725 | -£8,211 | 7 |
| 31 Dec 2021 | £19,129 | £41,130 | 7 |
| 31 Dec 2020 | £53,093 | £91,693 | 7 |
| 31 Dec 2019 | £104,443 | £60,790 | 7 |
| 31 Dec 2018 | £132,854 | £23,644 | 7 |
| 31 Dec 2017 | £102,012 | £32,117 | 3 |
| 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 Mar 2004 | - | - | - |
| 31 Mar 2003 | - | - | - |
| 31 Mar 2002 | - | - | - |
| 31 Mar 2001 | - | - | - |
| 31 Mar 2000 | - | - | - |
| 31 Mar 1999 | - | - | - |
Connections
Owned by
City Financial Planning (Exeter) Limited → City Financial Planning Limited → Advanta Solutions Ltd → Beech Tree Gp Iii Limited → Beech Tree Gp Ii Limited
Directors’ other companies
- PEARSON, Mark Robert - Director at Advanta Direct Ltd
- PEARSON, Mark Robert - Director at City Financial Planning Limited
- PEARSON, Mark Robert - Director at Advanta Wealth Ltd
- PEARSON, Mark Robert - Director at Advanta Risk Ltd
- PEARSON, Mark Robert - Director at Penney & Ruddy Holdings Limited
- PEARSON, Mark Robert - Director at Advanta Solutions Ltd
- PEARSON, Mark Robert - Director at Penney, Ruddy & Winter Ltd
- PEARSON, Mark Robert - Director at Genesis Financial Planning Ltd
- QUIRKE, Timothy Patrick - Director at Bf1 Limited
- QUIRKE, Timothy Patrick - Director at City Financial Planning Limited
Companies at the same address
- City Financial Planning Limited (03224580)