# North Financial Planning Ltd

## Details

- **Company number:** [NI073930](https://find-and-update.company-information.service.gov.uk/company/NI073930)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 24 Sep 2009
- **Registered office:** NORTH HOUSE, 84 NORTH ROAD, BELFAST, BT4 3DJ
- **Nature of business:** [66190](/sic/66190) Activities auxiliary to financial intermediation n.e.c.
- **Corporate group:** [U F C Fund Management PLC](/group/8522) (31 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FERNS, Michael Andrew | director | 2 May 2023 |  |
| COUZENS, Michael Alastair | director | 2 May 2023 |  |
| CRESSWELL, Stuart | director | 2 May 2023 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 |  |
| Adviser Services Holdings Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 6 Apr 2023 | 20 Mar 2025 |
| 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 |
| Mrs Jennifer Andrea Scwartz | ownership-of-shares-75-to-100-percent | 6 Apr 2016 | 1 Jan 2018 |



## 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 2015 | £42,459 | £395 | - |



## Owned by

North Financial Planning Ltd → [Adviser Services Group Holdings Limited](/company/15989394) → [Marlborough Group Holdings Limited](/company/10078930) → [U F C Fund Management PLC](/company/03377314)




## Directors' other companies

- [COUZENS, Michael Alastair](/person/6476107) - director at [Sheafmoor Money Management Limited](/company/05197769)
- [COUZENS, Michael Alastair](/person/6476107) - director at [Sense Support Limited](/company/07732189)
- [COUZENS, Michael Alastair](/person/6476107) - director at [LWM Ar Limited](/company/16049179)
- [COUZENS, Michael Alastair](/person/6476107) - director at [Lync Wealth Management Limited](/company/15980456)
- [COUZENS, Michael Alastair](/person/6476107) - director at [Adviser Services Group Holdings Limited](/company/15989394)
- [COUZENS, Michael Alastair](/person/6476107) - director at [Adviser Services Holdings Wealth Management Limited](/company/15029902)
- [COUZENS, Michael Alastair](/person/6476107) - director at [Sense Adviser Services Limited](/company/07731989)
- [CRESSWELL, Stuart](/person/6476087) - director at [Adviser Services Holdings Wealth Management Limited](/company/15029902)
- [CRESSWELL, Stuart](/person/6476087) - director at [Sense Adviser Services Limited](/company/07731989)
- [CRESSWELL, Stuart](/person/6476087) - director at [Sheafmoor Money Management Limited](/company/05197769)