STRATEGIC WEALTH AND FINANCIAL PLANNING LTD
STRATEGIC WEALTH AND FINANCIAL PLANNING LTD is an active private limited company, incorporated on 30 April 2013. The nature of the business is Financial intermediation not elsewhere classified. The company's registered office is on Upcott Valley, Okehampton. The company's accounts were last made up to 31 March 2023, are next due on 31 December 2024, and fall under the accounts category: Total Exemption Full. STRATEGIC WEALTH AND FINANCIAL PLANNING LTD has no previous names. The company has no mortgage charges, outstanding or otherwise.
Company Information
| Company Number | 08511549 |
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| Company Category | Private Limited Company |
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| Company Status | Active |
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| Incorporation Date | 30/04/2013 |
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| Country of Origin | United Kingdom |
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Registered Office
| Address Line 1 | 37 UPCOTT VALLEY |
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| Post Town | OKEHAMPTON |
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| County | DEVON |
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| Postcode | EX20 1UX |
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Accounts
| Accounting Reference Date | 31st March |
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| Accounts Next Due Date | 31/12/2024 |
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| Accounts Last Made Up Date | 31/03/2023 |
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| Accounts Category | TOTAL EXEMPTION FULL |
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Confirmation Statement
| Next Due Date | 14/05/2024 |
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| Last Made Up Date | 30/04/2023 |
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Return
| Next Due Date | 28/05/2017 |
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| Last Made Up Date | 30/04/2016 |
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Mortgages
| Number of Mortgage Charges | 0 |
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| Number of Outstanding Charges | 0 |
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| Number of Satisfied Charges | 0 |
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| Number of Partially Satisfied Charges | 0 |
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Nature of Business (SIC Codes)
64999 - Financial intermediation not elsewhere classified
Company Name History
From incorporation onwards:
STRATEGIC WEALTH AND FINANCIAL PLANNING LTD
Directors
(The company's officers)
MRS ABIGAIL JANE METHERELL
(~47 year old British national)
37 UPCOTT VALLEY, OKEHAMPTON, DEVON, EX20 1UX, UNITED KINGDOM
- Current Director
- Gives occupation as DIRECTOR
- Usually resident in UNITED KINGDOM
Appointed on 06/05/2022
MR RUSSELL METHERELL
(~53 year old British national)
37 UPCOTT VALLEY, OKEHAMPTON, DEVON, EX20 1UX, UNITED KINGDOM
- Current Director
- Gives occupation as FINANCIAL ADVISER
- Usually resident in UNITED KINGDOM
Appointed on 30/04/2013
MRS ABIGAIL JANE METHERELL
37 UPCOTT VALLEY, OKEHAMPTON, DEVON, EX20 1UX, UNITED KINGDOM
Appointed on 30/04/2013
Shareholders
(Persons of Significant Control)
Mrs Abigail Jane Metherell
(~47 year old British national)
37, Upcott Valley, Okehampton, Devon, EX20 1UX, United Kingdom
- Owns between 25% and 50% of the shares.
- Holds between 25% and 50% of the voting rights.
Notified on 06/04/2016
Mr Russell Metherell
(~53 year old British national)
37, Upcott Valley, Okehampton, Devon, EX20 1UX, United Kingdom
- Owns between 25% and 50% of the shares.
- Holds between 25% and 50% of the voting rights.
Notified on 06/04/2016
Licence: Supplied under section 47 and 50 of the Copyright, Designs and Patents Act 1988 and Schedule 1 of the Database Regulations (SI 1997/3032)
STRATEGIC WEALTH AND FINANCIAL PLANNING LTD: Maps
Maps show the location of the postcode of the registered office, EX20 1UX.
Map of STRATEGIC WEALTH AND FINANCIAL PLANNING LTD at local scale
Map of STRATEGIC WEALTH AND FINANCIAL PLANNING LTD at district scale
