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Companies House/Norwich/Company profile

GOALS BASED FINANCIAL PLANNING LIMITED

Active
09919703·incorporated 2015-12-16

GOALS BASED FINANCIAL PLANNING LIMITED is an active UK private limited company, incorporated on 16 December 2015 at Companies House (number 09919703; OpenRegistry canonical ID GB-09919703-goals-based-financial-planning-limited). Sophymarine's OpenRegistry classifies it under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.), one of 7,698 active UK entities in that code and one of 23,101 active companies registered in Norwich (postcode NR1). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2015-12-16
Registered Address
SUITE 5, THE OLD CHURCH, ST. MATTHEWS ROAD, NORWICH, NR1 1SP, ENGLAND
SIC
66190 — Activities auxiliary to financial intermediation n.e.c.
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 GOALS BASED FINANCIAL PLANNING LIMITED

Accounts

Last filed accounts made up to 2024-09-30. Next accounts due 2026-06-30. Financial year-end: 30/09. Filing class: DORMANT.

Confirmation statement

Last confirmation statement made up to 2025-12-09. Next confirmation statement due 2026-12-23.

Persons with significant control

GOALS BASED FINANCIAL PLANNING LIMITED has 1 person with significant control on file:

  • Mr Carl Simon Rich born 1981 resident in England, British national. Notified 2016-04-06.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights

Similar UK companies

Other companies registered under SIC 66190 (Activities auxiliary to financial intermediation n.e.c.):

Other companies registered in Norwich:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/09919703.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.