North Financial Planning Ltd
- Company number
- NI073930
- Status
- Active
- Type
- Ltd
- Incorporated
- 24 Sep 2009
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
- Corporate group
- U F C Fund Management PLC (31 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CRESSWELL, Stuart | Director | 2 May 2023 | |
| COUZENS, Michael Alastair | Director | 2 May 2023 | |
| FERNS, Michael Andrew | Director | 2 May 2023 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Jennifer Andrea Scwartz | Ownership Of Shares 75 To 100 Percent | 6 Apr 2016 | 1 Jan 2018 |
| Mrs Jennifer Andrea Schwartz | Ownership Of Shares 25 To 50 Percent | 17 Sep 2021 | 6 Apr 2023 |
| Mr Richard Martial Schwartz | Ownership Of Shares 25 To 50 Percent | 1 Jan 2018 | 6 Apr 2023 |
| Adviser Services Holdings Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
6 Apr 2023 | 20 Mar 2025 |
| Adviser Services Group Holdings Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
20 Mar 2025 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | - | - | 0 |
| 31 Dec 2024 | - | £0 | 3 |
| 31 Dec 2023 | £90,814 | £3 | 4 |
| 31 Dec 2022 | £145,293 | £4,193 | 2 |
| 31 Dec 2021 | £4,605 | £42 | 2 |
| 31 Dec 2020 | £144,781 | £33,326 | 2 |
| 31 Dec 2019 | - | £61,334 | 2 |
| 31 Dec 2018 | £78,970 | £90,894 | 0 |
| 31 Dec 2017 | - | - | - |
| 31 Dec 2016 | - | - | - |
| 31 Dec 2015 | £42,459 | £395 | - |
| 30 Sep 2014 | - | - | - |
| 30 Sep 2013 | - | - | - |
| 30 Sep 2012 | - | - | - |
| 30 Sep 2011 | - | - | - |
| 30 Sep 2010 | - | - | - |
Connections
Owned by
North Financial Planning Ltd → Adviser Services Group Holdings Limited → Marlborough Group Holdings Limited → U F C Fund Management PLC
Directors’ other companies
- COUZENS, Michael Alastair - Director at Sense Adviser Services Limited
- COUZENS, Michael Alastair - Director at Sheafmoor Money Management Limited
- COUZENS, Michael Alastair - Director at Sense Support Limited
- COUZENS, Michael Alastair - Director at LWM Ar Limited
- COUZENS, Michael Alastair - Director at Adviser Services Holdings Wealth Management Limited
- CRESSWELL, Stuart - Director at Adviser Services Holdings Wealth Management Limited
- CRESSWELL, Stuart - Director at Sense Adviser Services Limited
- CRESSWELL, Stuart - Director at Sheafmoor Money Management Limited
- CRESSWELL, Stuart - Director at Sense Support Limited
- FERNS, Michael Andrew - Director at Sense Adviser Services Limited