# City Financial Planning (Exeter) Limited

## Details

- **Company number:** [03606716](https://find-and-update.company-information.service.gov.uk/company/03606716)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 30 Jul 1998
- **Registered office:** 3 PRINCES BUILDINGS, BATH, BA1 2ED
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [Beech Tree Gp Ii Limited](/group/17060) (40 companies)


## Previous names

- Queensgate Financial Advisers Limited (until 31 Oct 2013)




## 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 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 | 3 |
| 31 Dec 2017 | £102,012 | £32,117 | 3 |



## Owned by

City Financial Planning (Exeter) Limited → [City Financial Planning Limited](/company/03224580) → [Advanta Solutions Ltd](/company/11051402) → [Beech Tree Gp Iii Limited](/company/12807102) → [Beech Tree Gp Ii Limited](/company/10438058)





## Companies at the same address

- [City Financial Planning Limited](/company/03224580) (03224580)