Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 16 January 2027
- Last conf. stmt
- 2 January 2026
The European Financial Planning Association (UK) Limited
- Incorporated
- 2 January 2003 (23 years)
- Industry
- Dormant Company (99999)
- Directors
- Controlled by
- Accounts type
- Dormant
- Region
- Greater London
- Address
- 1st Floor30 Old Broad StreetLondonEC2N 1HT
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 1 January 2026
British
Born August 1969 (57)
Officer history (14 former)
1 January 2026
31 December 2025
31 January 2024
1 March 2023
28 February 2023
1 January 2023
31 December 2022
Resigned Munn, Charles William, Professor as Director
15 May 2022
Resigned Finney, Victoria Jane as Secretary
1 April 2022
31 March 2022
1 January 2020
Appointed Finney, Victoria Jane as Secretary
31 December 2019
Resigned Wyles, Marianne Clare as Secretary
4 July 2019
Appointed Wyles, Marianne Clare as Secretary
3 July 2019
Resigned Lace, Caroline Sarah as Secretary
18 July 2018
Appointed Lace, Caroline Sarah as Secretary
18 July 2018
18 February 2016
17 February 2016
10 September 2015
20 September 2012
Appointed Munn, Charles William, Professor as Director
18 July 2012
19 June 2012
27 September 2004
27 September 2004
2 January 2003
2 January 2003
2 January 2003
2 January 2003
2 January 2003
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Royal Charter Body
Reg. no. Rc000104
Former controllers (2)
31 December 2022
Ceased Charles William Munn — Has significant influence or control
31 March 2022
Group structure 6 companies
Ownership group derived from the Companies House PSC register
C.I.I. Enterprises Limited Owns 75–100% of shares
Life Insurance Association Limited Has significant influence or control
The European Financial Planning Association (UK) Limited This company Holds 25–50% of voting rights
The Personal Finance Society Has significant influence or control
The Society of Financial Advisers Holds 75–100% of voting rights
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £0
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Net Assets | £0 | £0 | £0 | £0 | £0 | £0 |
| Shareholder Funds | £0 | £0 | £0 | £0 | £0 | £0 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 March 2026 | Registered office address changed | |||
| 14 January 2026 | Confirmation statement with no updates | 2 January 2026 | ||
| 5 January 2026 | Appointment of a director | |||
| 5 January 2026 | Termination of appointment of a director | |||
| 17 September 2025 | Accounts for a dormant company | 31 December 2024 |
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