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Companies House/Plymouth/Company profile

TAG FINANCIAL PLANNING LIMITED

Active
10846528·incorporated 2017-07-03

TAG FINANCIAL PLANNING LIMITED is an active UK private limited company, incorporated on 3 July 2017 at Companies House (number 10846528; OpenRegistry canonical ID GB-10846528-tag-financial-planning-limited). 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 12,328 active companies registered in Plymouth (postcode PL6). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2017-07-03
Registered Address
THE APEX BREST ROAD DERRIFORD BUSINESS PARK, DERRIFORD, PLYMOUTH, PL6 5FL, UNITED KINGDOM
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

Look up shareholders of TAG FINANCIAL PLANNING LIMITED

Financials

Check financials of TAG FINANCIAL PLANNING LIMITED

Filings

Check filing history of TAG FINANCIAL PLANNING LIMITED

Accounts

Last filed accounts made up to 2024-10-29. Next accounts due 2027-01-29. Financial year-end: 29/04. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-10-11. Next confirmation statement due 2026-10-25.

Persons with significant control

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

  • True Wealth Planning Solutions Limited (United Kingdom reg. 10012883). Notified 2018-10-11.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
    • Has the right to appoint and remove directors

1 historical PSC record has ceased:

  • True Wealth Robert Lewis Limited (United Kingdom reg. 10844975). Notified 2017-07-03. Ceased 2018-10-11.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights
    • Has the right to appoint and remove directors

Similar UK companies

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

Other companies registered in Plymouth:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/10846528.

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