# Tag Financial Planning Limited

## Details

- **Company number:** [10846528](https://find-and-update.company-information.service.gov.uk/company/10846528)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 3 Jul 2017
- **Registered office:** THE APEX BREST ROAD DERRIFORD BUSINESS PARK, DERRIFORD, PLYMOUTH, PL6 5FL
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Succession Group Ltd](/group/20885) (16 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 |
| 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 |
| 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 |  |



## 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 2018 | £1,000 | £1,000 | - |



## Owned by

Tag Financial Planning Limited → [Succession Group Ltd](/company/07882873)





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