AFFINITY LEGACY PLANNING LLP
Company number OC387912 · Monitor this company
Executive summary
Affinity Legacy Planning LLP operates as a lean, boutique wealth management firm leveraging a prestigious market presence to offer bespoke legacy and estate planning services. While its low-cost structure and comprehensive service suite provide a solid foundation, the firm's growth is currently constrained by key-person dependency and thin capital reserves. To unlock its full potential, leadership must balance member distributions with strategic reinvestment into talent acquisition and digital infrastructure.
Overview
- Company type
- Limited Liability Partnership
- Incorporated
- 2013-09-17
- Registered office
- 49 Grosvenor Street, Mayfair, London, England, W1K 3HP
- Postcode
- W1K 3HP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-09-17
- Next due by
- 2027-10-01
Officers 2 current · 3 resigned
Group structure
Controlled by AFFINITY LEGACY PLANNING HOLDINGS LIMITED — since 2016-04-06
From persons-with-significant-control filings on the public register.
Contact details
- Website
- affinitylegacy.co.uk
- Phone
- +44 20 8226 2120
Wills, trusts, Lasting Powers of Attorney and probate across London and the South East since 2013. Free initial phone consultation.
The class of 2013
22%
of the 530,497 companies incorporated in 2013 are still active today; 75% have since been dissolved.
A fact about the year, not a forecast for this company.