Francis Clark Financial Planning Limited

General information

Name:

Francis Clark Financial Planning Ltd

Office Address:

Sigma House Oak View Close Edginswell Park TQ2 7FF Torquay

Number: 05413603

Incorporation date: 2005-04-05

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

2005 marks the establishment of Francis Clark Financial Planning Limited, a company which is situated at Sigma House Oak View Close, Edginswell Park in Torquay. That would make nineteen years Francis Clark Financial Planning has prospered in the United Kingdom, as the company was founded on 2005-04-05. The firm registration number is 05413603 and its postal code is TQ2 7FF. It switched its name two times. Up to 2011 the firm has provided the services it specializes in as Winter Rule Financial Planning but now the firm operates under the business name Francis Clark Financial Planning Limited. The company's declared SIC number is 66190 and their NACE code stands for Activities auxiliary to financial intermediation n.e.c.. Its latest accounts were submitted for the period up to Sun, 31st Jul 2022 and the most recent annual confirmation statement was submitted on Wed, 5th Apr 2023.

Given this particular firm's number of employees, it was imperative to acquire new company leaders, including: Charlotte T., Nicola M., James P. who have been supporting each other since 2023-04-28 for the benefit of the limited company.

  • Previous company's names
  • Francis Clark Financial Planning Limited 2011-11-01
  • Winter Rule Financial Planning Limited 2005-06-27
  • Oakgrow Limited 2005-04-05

Financial data based on annual reports

Company staff

Charlotte T.

Role: Director

Appointed: 28 April 2023

Latest update: 7 March 2024

Nicola M.

Role: Director

Appointed: 28 April 2023

Latest update: 7 March 2024

James P.

Role: Director

Appointed: 28 April 2023

Latest update: 7 March 2024

Christopher R.

Role: Director

Appointed: 29 November 2022

Latest update: 7 March 2024

Richard B.

Role: Director

Appointed: 05 August 2019

Latest update: 7 March 2024

People with significant control

The companies with significant control over this firm are as follows: Francis Clark Financial Planning (Holdings) Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Torquay at Oak View Close, Edginswell Park, TQ2 7FF, Devon and was registered as a PSC under the reg no 13645424.

Francis Clark Financial Planning (Holdings) Limited
Address: Sigma House Oak View Close, Edginswell Park, Torquay, Devon, TQ2 7FF, United Kingdom
Legal authority Companies Act 2006
Legal form Private Limited Company
Country registered United Kingdom
Place registered Companies House
Registration number 13645424
Notified on 10 February 2022
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors

Accounts Documents

Account next due date 31 December 2023
Account last made up date 31 July 2022
Confirmation statement next due date 19 April 2024
Confirmation statement last made up date 05 April 2023
Annual Accounts
Start Date For Period Covered By Report 2016-08-01
End Date For Period Covered By Report 2017-07-31
Annual Accounts
Start Date For Period Covered By Report 2019-08-01
End Date For Period Covered By Report 2020-07-31
Annual Accounts
Start Date For Period Covered By Report 2020-08-01
End Date For Period Covered By Report 2021-07-31
Annual Accounts
Start Date For Period Covered By Report 2021-08-01
End Date For Period Covered By Report 2022-07-31

Company filings

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Accounts Address Annual return Auditors Capital Change of name Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
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Small-sized company accounts made up to 2023/03/31 (AA)
filed on: 30th, January 2024
accounts
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Services (by SIC Code)

  • 66190 : Activities auxiliary to financial intermediation n.e.c.
19
Company Age

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