FRANCIS CLARK FINANCIAL PLANNING LIMITED
Company number 05413603 · Monitor this company
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Shareholders' funds
£557,337
Balance sheet as at 2025-03-31
What it does
The principal activity of the company is that of independent financial advisors.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2005-04-05
- Employees
- 66 (2025 accounts · was 70 in 2024)
- Registered office
- Sigma House Oak View Close, Edginswell Park, Torquay, Devon, TQ2 7FF
- Postcode
- TQ2 7FF
- Capital
- 367 GBP
- Accounts category
- Small
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-04-05
- Next due by
- 2027-04-19
Nature of business (SIC)
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 7 current · 19 resigned
Group structure
Controlled by FRANCIS CLARK FINANCIAL PLANNING (HOLDINGS) LIMITED — since 2022-02-10
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z9439489 (Tier 2), registered since 2006.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
Previous company names
| Name | Date changed |
|---|---|
| WINTER RULE FINANCIAL PLANNING LIMITED | 2011-11-01 |
| OAKGROW LIMITED | 2005-06-27 |
Previous registered addresses 1
| Address | Changed on |
|---|---|
| LOWIN HOUSE, TREGOLLS ROAD, TRURO, TR1 2NA | 2011-10-27 |
Among its peers
Top 25%
by shareholders' funds, of 19 similar companies in TQ
The largest employer among its local peers (66 staff).
Among the oldest 25% of its local peers, trading since 2005.
Competitors Newton Abbot
This company ranks 3 among activities auxiliary to financial intermediation not elsewhere classified in Newton Abbot.
The class of 2005
41%
of the 268 companies in this sector incorporated in 2005 are still active today; 56% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.