Financial AdviserProfile

EQ Financial Planning Limited

Public-record profile
Abbey Barn, Roundhill Court, Oxford Road, Haddenham, Aylesbury, HP17 8TR
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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.

EQ Financial Planning Limited is listed as a FCA appointed representative in the HP17 8TR area. Registered at Companies House in 2021. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2021
Type
FCA appointed representative
Company No.
13300392
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

2 Plan Wealth Management Limited, FRN 461598 (Full)

Companies House

EQ FINANCIAL PLANNING LIMITED is active and was incorporated on 29 March 2021.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Jackson House, Station Road, Chingford, London, E4 7BU, United Kingdom

Authorisations

FCAactive
Reference: 952281
Type: FCA appointed representative
Company no.: 13300392
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
1
Equity
£100
Cash
£103,511
Current assets
£115,823
Net current assets/liabilities
£93,608
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

KIDD, Adrian
Appointed 29 March 2021
DOB: 7/1974

Persons with significant control

Adrian Kidd
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 7/1974

Recent Filings

13 April 2026
CS01
confirmation statement with no updates
24 February 2026
CH01
change person director company with change date
24 February 2026
PSC04
change to a person with significant control
24 December 2025
AA
accounts with accounts type total exemption full
2 April 2025
CS01
confirmation statement with no updates
30 August 2024
AA
accounts with accounts type total exemption full

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Location

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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.