FORVIS MAZARS FINANCIAL PLANNING LIMITED

Company number 03172233 ·

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Shareholders' funds

£9,159

Balance sheet as at 2025-08-31

View full accounts →

What it does

The principal activity of the Company is the provision of investment advice as defined by the Financial Conduct Authority. The Company is regulated by the Financial Conduct Authority.

The company's own description, from its latest filed accounts.

Overview

Company type
Private Limited Company
Incorporated
1996-03-13
Employees
114 (2025 accounts · was 123 in 2024)
Registered office
30 Old Bailey, London, United Kingdom, EC4M 7AU
Postcode
EC4M 7AU
Capital
2,000,000 GBP
Accounts category
Full
Charges
0 outstanding

Accounts

Last made up to
2025-08-31
Next due by
2027-05-31
Financial year end
31 August

Confirmation statement

Last statement dated
2026-03-13
Next due by
2027-03-27
View filing history →

Nature of business (SIC)

  • 70221 Financial management

Officers 5 current · 22 resigned

Appointed 2025-01-14
Margaret LAIDLAW Director
Appointed 2021-11-11
Alan DULEY Director
Appointed 2020-11-30
COMPANY DIRECTOR Appointed 2019-12-30
David John BAKER Director
Appointed 2017-09-27

View all officers and resignations →

Group structure 2 subsidiaries

Controlled by FORVIS MAZARS SERVICES LIMITED — since 2016-04-06

From persons-with-significant-control filings on the public register.

Modern slavery statement

Registered a modern slavery statement for 2026 (period to 2025-08-31) as part of the FORVIS MAZARS LLP group statement — 4 years on the registry.

Read the statement summary on the government modern slavery statement registry. Contains public sector information licensed under the Open Government Licence v3.0.

Data protection registration

Registered with the ICO as a data protection fee payer — Z561451X (Tier 2), registered since 2001.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
mazars.co.uk
Phone
+44 2070634000

Forvis Mazars is an international audit, tax and advisory firm committed to helping our clients build and grow their business.

Previous company names

NameDate changed
MAZARS FINANCIAL PLANNING LIMITED2024-05-31
MAZARS FINANCIAL SERVICES LIMITED2005-09-01
NR FINANCIAL SERVICES LIMITED2002-08-30
NEVRUS (668) LIMITED1996-05-10

Previous registered addresses 2

AddressChanged on
BEVIS MARKS HOUSE, 24 BEVIS MARKS, LONDON, EC3A 7NR2007-11-26
246 BISHOPSGATE, LONDON, EC2M 4PB1996-04-30

Among its peers

The largest employer

of 270 similar companies in EC, with 114 staff. Among the oldest 25% of its local peers.

342 companies are registered at this postcode →

Competitors London

This company ranks 197 among financial management in London.

Full league table →

The class of 1996

45%

of the 41,233 companies incorporated in 1996 are still active today; 52% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →