OpenRegistry
Companies House/Guildford/Company profile

ESTATE FINANCIAL PLANNING LIMITED

Active
06926958·incorporated 2009-06-08

ESTATE FINANCIAL PLANNING LIMITED is an active UK private limited company, incorporated on 8 June 2009 at Companies House (number 06926958; OpenRegistry canonical ID GB-06926958-estate-financial-planning-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,237 active UK entities in that code and one of 8,456 active companies registered in Guildford (postcode GU5). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2009-06-08
Registered Address
ALBURY LODGE THE STREET, ALBURY, GUILDFORD, GU5 9AE, ENGLAND
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

Search directors of ESTATE FINANCIAL PLANNING LIMITED

Shareholders

Look up shareholders of ESTATE FINANCIAL PLANNING LIMITED

Financials

Check financials of ESTATE FINANCIAL PLANNING LIMITED

Filings

Check filing history of ESTATE FINANCIAL PLANNING LIMITED

Accounts

Last filed accounts made up to 2025-06-30. Next accounts due 2027-03-31. Financial year-end: 30/06. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2025-08-08. Next confirmation statement due 2026-08-22.

Persons with significant control

ESTATE FINANCIAL PLANNING LIMITED has 2 persons with significant control on file:

  • Mr Clive Headon Jaques born 1966 resident in United Kingdom, British national. Notified 2016-04-06.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
    • Has the right to appoint and remove directors
  • Ms Catherine Stevens born 1975 resident in United Kingdom, British national. Notified 2019-07-18.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Guildford:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/06926958.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.