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Companies House/Okehampton/Company profile

STRATEGIC WEALTH AND FINANCIAL PLANNING LTD

Active
08511549·incorporated 2013-04-30

STRATEGIC WEALTH AND FINANCIAL PLANNING LTD is an active UK private limited company, incorporated on 30 April 2013 at Companies House (number 08511549; OpenRegistry canonical ID GB-08511549-strategic-wealth-and-financial-planning-ltd). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 30,997 active UK entities in that code and one of 931 active companies registered in Okehampton, Devon (postcode EX20). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2013-04-30
Registered Address
37 UPCOTT VALLEY, OKEHAMPTON, DEVON, EX20 1UX
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of STRATEGIC WEALTH AND FINANCIAL PLANNING LTD

Accounts

Last filed accounts made up to 2025-03-31. Next accounts due 2026-12-31. Financial year-end: 31/03. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2026-04-30. Next confirmation statement due 2027-05-14.

Persons with significant control

STRATEGIC WEALTH AND FINANCIAL PLANNING LTD has 2 persons with significant control on file:

  • Mrs Abigail Jane Metherell born 1977 resident in United Kingdom, British national. Notified 2016-04-06.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mr Russell Metherell born 1970 resident in United Kingdom, British national. Notified 2016-04-06.
    • 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 Okehampton:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/08511549.

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