Tag Financial Planning Limited
- Company number
- 10846528
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 3 Jul 2017
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- Succession Group Ltd (22 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WILLIS, Stephen David | Director | 30 Oct 2024 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Succession Group Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
9 Sep 2026 | |
| True Wealth Planning Solutions Limited | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent Right To Appoint And Remove Directors |
11 Oct 2018 | 9 Sep 2026 |
| True Wealth Robert Lewis Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
3 Jul 2017 | 11 Oct 2018 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 29 Oct 2024 | - | - | 3 |
| 31 Mar 2024 | - | - | 3 |
| 31 Mar 2023 | - | - | 3 |
| 31 Mar 2022 | - | - | 3 |
| 31 Mar 2021 | - | - | 3 |
| 31 Mar 2020 | - | - | - |
| 31 Mar 2019 | - | - | - |
| 31 Mar 2018 Dormant | £1,000 | £1,000 | - |
Connections
Owned by
Tag Financial Planning Limited → Succession Group Ltd
Directors’ other companies
- WILLIS, Stephen David - Director at True Financial Partnerships Limited
- WILLIS, Stephen David - Director at Succession Employee Benefit Solutions Limited
- WILLIS, Stephen David - Director at HKA (F S) Limited
- WILLIS, Stephen David - Director at The Oxford Advisory Partnership Limited
- WILLIS, Stephen David - Director at Law Society (NI) Financial Advice Limited
- WILLIS, Stephen David - Director at Little Orchard Nursery & Preschool Limited
Companies at the same address
- Cutter & Co Financial Planning Limited (11281160)
- Flowers Mcewan Limited (04237360)
- Lee Strathy Limited (08583095)
- True Financial Partnerships Limited (10271716)
- True Wealth Management Limited (07702656)
- True Wealth Planning Solutions Limited (10012883)
- Veracity Asset Transformation Service Limited (07468932)