Financial AdviserProfile

Sunnymead Financial Planning Ltd

Public-record profile

163 South Street, Andover, SP10 2BT

Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Sunnymead Financial Planning Ltd is listed as a FCA appointed representative in the SP10 2BT area. Registered at Companies House in 2021. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2021

Type

FCA appointed representative

Company No.

13308930

SIC

64999

Services

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

SUNNYMEAD FINANCIAL PLANNING LTD is active and was incorporated on 1 April 2021.

Nature of business: 64999 - Financial intermediation not elsewhere classified, 66220 - Activities of insurance agents and brokers

Registered office: 163 South Street, Andover, SP10 2BT, England

Authorisations

FCAactive

Reference: 951640

Type: FCA appointed representative

Company no.: 13308930

Verified: —

View public register

Company Snapshot

Industry

Accounting & Tax Services

Data Freshness

Stale (> 1 year)

Accounts last made up to

30 April 2025

Accounts next due

31 January 2027

Accounts type

Micro Entity

Employees

Equity

£5,843

Fixed assets

£51,106

Current assets

£6,483

Net current assets/liabilities

-£45,263

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

MISTRY, Dharmesh

Appointed 1 April 2021

DOB: 4/1981

Persons with significant control

Mr Dharmesh Mistry

Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent

DOB: 4/1981

Recent Filings

15 April 2026

CS01

confirmation statement with no updates

30 December 2025

accounts with accounts type micro entity

13 April 2025

CS01

confirmation statement with no updates

25 September 2024

accounts with accounts type micro entity

18 April 2024

CS01

confirmation statement with no updates

22 January 2024

accounts with accounts type micro entity

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Location

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You'll find Sunnymead Financial Planning Ltd at the location shown on the map in Andover.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.