Financial AdviserProfile

TGL Financial Planning Limited

Public-record profile

First Floor Offices, 40 Norwood, Beverley, HU17 9EY

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.

TGL Financial Planning Limited is listed as a FCA appointed representative in the HU17 9EY area. Registered at Companies House in 2024. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2024

Type

FCA appointed representative

Company No.

15640118

SIC

66190

Services

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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

TGL FINANCIAL PLANNING LIMITED is active and was incorporated on 12 April 2024.

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

Registered office: First Floor Offices, 40 Norwood, Norwood, Beverley, East Riding Of Yorkshire, HU17 9EY, England

Authorisations

FCAactive

Reference: 1018663

Type: FCA appointed representative

Company no.: 15640118

Verified: —

View public register

Company Snapshot

Industry

Financial & Investment Services

Data Freshness

Outdated (< 1 year)

Accounts last made up to

31 July 2025

Accounts next due

30 April 2027

Accounts type

Micro Entity

Employees

Equity

£108

Current assets

£1,072

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

LEES, Thomas George

Appointed 12 April 2024

DOB: 9/1987

Persons with significant control

Mr Thomas George Lees

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

DOB: 9/1987

Recent Filings

13 April 2026

CS01

confirmation statement with updates

10 November 2025

accounts with accounts type micro entity

23 June 2025

AA01

change account reference date company current extended

14 April 2025

CS01

confirmation statement with updates

7 February 2025

AD01

change registered office address company with date old address new address

12 April 2024

NEWINC

incorporation company

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Location

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You'll find TGL Financial Planning Limited at the location shown on the map in Beverley.

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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.