Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 21 November 2026
- Last conf. stmt
- 7 November 2025
Trident Financial Planning Limited
- Incorporated
- 8 November 2021 (5 years)
- Previously known as
- Connectus Wealth Limited (until 26 November 2021)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Duncan Alexander ForbesAndrew Wagstaff
- Accounts type
- Full
- Region
- North West
- Address
- Foundation HouseScott DriveAltrinchamWA15 8AB
Officers 2 active
Officer details are public data from the Companies House register.
Forbes, Duncan Alexander
Director · Appointed 8 November 2021
British
Born January 1973 (53)
Wagstaff, Andrew
Director · Appointed 8 November 2021
British
Born May 1967 (59)
Officer history (1 former)
1 October 2023
Resigned Reeves, Vincent as Director
8 November 2021
Appointed Forbes, Duncan Alexander as Director
8 November 2021
Appointed Wagstaff, Andrew as Director
8 November 2021
Appointed Reeves, Vincent as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 October 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 5906384
Former controllers (2)
30 September 2024
Ceased Connectus Wealth Group Limited — Owns 75–100% of shares
31 July 2024
Ceased Connectus Wealth Limited — Owns 75–100% of shares
Group structure 7 companies
Ownership group derived from the Companies House PSC register
Connectus Wealth Management Limited Owns 75–100% of shares
Foundation Investment Management Limited Owns 75–100% of shares
Greystone Financial Services Limited Owns 75–100% of shares
HLB Financial Services Limited Owns 25–50% of shares
Greystone Wealth Management Limited Owns 75–100% of shares
Trident Financial Planning Limited This company Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £315,967
- Current Ratio
- 3.1x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | |
|---|---|---|---|
| Fixed Assets | £5,218 | ||
| Current Assets | £528,305 | £197,942 | £262,220 |
| Debtors | £212,338 | £155,092 | £135,060 |
| Cash | £315,967 | £42,850 | £127,160 |
| Creditors (< 1 year) | £170,933 | £105,607 | £233,276 |
| Net Current Assets | £357,372 | £92,335 | £28,944 |
| Shareholder Funds | £362,590 | £92,336 | £28,945 |
Filings
Filing history not loaded yet. See it on Companies House
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