Financial AdviserProfile

RM Financial Planning Ltd

Public-record profile
340 Ravenhill Road, Belfast, BT6 8GL
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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.

RM Financial Planning Ltd is listed as a FCA appointed representative in the BT6 8GL area. Registered at Companies House in 2002. 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
2002
Type
FCA appointed representative
Company No.
NI043184
SIC
66220
Services
1

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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

RM FINANCIAL PLANNING LTD is active and was incorporated on 14 May 2002.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 340 Ravenhill Road, Belfast, BT6 8GL, Northern Ireland

Authorisations

FCAactive
Reference: 402173
Type: FCA appointed representative
Company no.: NI043184
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Unaudited Abridged
Employees
0
Equity
£100
Fixed assets
£671,747
Current assets
£2,001,370
Net current assets/liabilities
£1,826,128
Charges
1
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

GUNNING, Martin Joseph
Appointed 14 May 2002
DOB: 8/1973
POLLOCK, Richard William
Appointed 14 May 2002
DOB: 12/1970

Persons with significant control

Mr Martin Gunning
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 8/1973
Mr Richard William Pollock
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 12/1970

Recent Filings

5 January 2026
AA
accounts with accounts type unaudited abridged
17 May 2025
CS01
confirmation statement with no updates
23 December 2024
AA
accounts with accounts type unaudited abridged
20 May 2024
CS01
confirmation statement with no updates
31 December 2023
AA
accounts with accounts type unaudited abridged
16 May 2023
CS01
confirmation statement with no updates

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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.