Financial AdviserProfile

Vida Financial Planning Ltd

Public-record profile
16 Duke Street, Darlington, DL3 7AA
Claim Profile

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.

Vida Financial Planning Ltd is listed as a FCA appointed representative in the DL3 7AA area. Registered at Companies House in 2019. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2019
Type
FCA appointed representative
Company No.
11862346
SIC
66220
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

2 Plan Wealth Management Limited, FRN 461598 (Full)

Companies House

VIDA FINANCIAL PLANNING LIMITED is active and was incorporated on 5 March 2019.

Nature of business: 66220 - Activities of insurance agents and brokers, 66290 - Other activities auxiliary to insurance and pension funding, 70221 - Financial management

Registered office: 16 Duke Street, Darlington, Co. Durham, DL3 7AA, England

Authorisations

FCAactive
Reference: 836764
Type: FCA appointed representative
Company no.: 11862346
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
2
Equity
£169,548
Fixed assets
£200,007
Current assets
£32,847
Net current assets/liabilities
£30,459
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

JACKSON, Margaret Kate
Appointed 1 June 2025
DOB: 5/1988
JACKSON, Paul
Appointed 5 March 2019
DOB: 5/1980

Persons with significant control

Mr Paul Jackson
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 5/1980

Recent Filings

16 March 2026
CS01
confirmation statement with no updates
3 November 2025
AA
accounts with accounts type micro entity
24 June 2025
AP01
appoint person director company with name date
17 March 2025
CS01
confirmation statement with no updates
6 December 2024
AA
accounts with accounts type micro entity
5 March 2024
CS01
confirmation statement with no updates

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Vida Financial Planning Ltd yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Vida Financial Planning Ltd at the location shown on the map in Darlington.

Other Financial Advisers in or near Darlington

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

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