Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 7 October 2027
- Last conf. stmt
- 23 September 2026
North Financial Planning Ltd
- Incorporated
- 24 September 2009 (17 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Accounts type
- Small
- Region
- Northern Ireland
- Address
- North House84 North RoadBelfastBT4 3DJ
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 2 May 2023
British
Born January 1964 (62)
Director · Appointed 2 May 2023
British
Born May 1969 (57)
Director · Appointed 2 May 2023
British
Born March 1964 (62)
Officer history (6 former)
31 March 2025
Resigned Forbes, Charlotte Angela as Secretary
19 September 2023
2 May 2023
Appointed Forbes, Charlotte Angela as Secretary
2 May 2023
2 May 2023
2 May 2023
6 April 2023
Resigned Mccorry, Anne as Secretary
6 April 2023
Resigned Schwartz, Richard Martial as Director
17 September 2021
23 September 2011
Appointed Mccorry, Anne as Secretary
23 September 2011
Resigned Mccorry, Anne Theresa as Director
24 September 2009
24 September 2009
24 September 2009
Appointed Mccorry, Anne Theresa as Director
24 September 2009
Appointed Schwartz, Richard Martial as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 20 March 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 15989394
Former controllers (4)
20 March 2025
Ceased Adviser Services Holdings Limited — Owns 75–100% of shares
6 April 2023
6 April 2023
Ceased Richard Martial Schwartz — Owns 25–50% of shares
1 January 2018
Ceased Jennifer Andrea Scwartz — Owns 75–100% of shares
Group structure 25 shown
Ownership group derived from the Companies House PSC register
Marlborough Group Holdings Limited Owns 75–100% of shares
Adviser Services Group Holdings Limited Owns 25–50% of shares
Adviser Services Holdings Limited Owns 75–100% of shares
Bright Star Wealth Ltd Owns 75–100% of shares
Friarsgate Financial Planning Limited Owns 75–100% of shares
Hancock Associates Limited Owns 75–100% of shares
Hanson Assured Ltd Owns 75–100% of shares
North Financial Planning Ltd This company Owns 75–100% of shares
Richard Armitage Wealth Management South West Limited Owns 75–100% of shares
Sheafmoor Money Management Limited Owns 75–100% of shares
Ifsl Platform Service Providers Ltd Owns 75–100% of shares
Ifsl Platform Services Limited Owns 75–100% of shares
Ifsl Professional Services Limited Owns 75–100% of shares
Investment Fund Services Limited Owns 75–100% of shares
Kernow Wealth Holdings Limited Owns 75–100% of shares
Marlborough Asset Managers Limited Owns 75–100% of shares
Marlborough Fund Managers Ltd. Owns 75–100% of shares
Marlborough Investment Management Limited Owns 75–100% of shares
Marlborough Nominee Limited Owns 75–100% of shares
Marlborough Partnership Limited Owns 75–100% of shares
MFM Unit Trust Managers Limited Owns 75–100% of shares
Moorstone Wealth Limited Owns 75–100% of shares
Philotas Limited Owns 75–100% of shares
Truly Independent Ltd Owns 25–50% of shares
Financials
Balance sheet as at 31 December 2025 · small accounts
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £14,117 | £8,100 | £9,026 | £15,004 | ||
| Current Assets | £115,920 | £146,068 | £234,761 | £100,414 | £185,926 | £122,861 | |
| Debtors | £115,921 | £115,920 | £146,065 | £230,568 | £100,372 | £152,600 | £61,527 |
| Cash | £0 | £3 | £4,193 | £42 | £33,326 | £61,334 | |
| Creditors (< 1 year) | £1 | £0 | £55,254 | £63,479 | £55,084 | £171 | £80,024 |
| Creditors (> 1 year) | £0 | £37,665 | £48,825 | £50,000 | |||
| Net Current Assets | £115,920 | £115,920 | £90,814 | £171,282 | £45,330 | £185,755 | £42,837 |
| Net Assets | £90,814 | £145,293 | £4,605 | £144,781 | |||
| Shareholder Funds | £115,920 | £115,920 | £90,814 | £145,293 | £4,605 | £144,781 | £57,841 |
Filings
Filing history not loaded yet. See it on Companies House
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