Financial AdviserProfile

Balatoni Financial Planning Ltd

Public-record profile
Melville House, 18-22 Melville Street, Edinburgh, EH3 7NS, UNITED KINGDOM, Edinburgh, EH3 7NS
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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.

Balatoni Financial Planning Ltd is listed as a FCA appointed representative in the EH3 7NS area. Registered at Companies House in 2024. Listed service areas include Investment Advisory.

Founded
2024
Type
FCA appointed representative
Company No.
SC798663
SIC
70221
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked
Companies House Verified

Regulatory Context

Companies House

BALATONI FINANCIAL PLANNING LTD is active and was incorporated on 12 February 2024.

Registered office: 2-4 Salamander Place, Edinburgh, EH6 7JB, Scotland

Authorisations

FCAactive
Reference: 841972
Type: FCA appointed representative
Company no.: SC798663
Verified: 17 May 2026
View public register

Company Snapshot

Industry
70221
Data Freshness
Current (< 6 months)
Accounts last made up to
31 March 2026
Accounts next due
31 December 2027
Accounts type
Total Exemption Full
Employees
3
Equity
£1
Cash
£33,848
Fixed assets
£716,559
Current assets
£35,830
Net current assets/liabilities
-£43,322
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BALATONI, Conrad Gyula
Appointed 12 February 2024
DOB: 1/1991

Persons with significant control

Mr Conrad Gyula Balatoni
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 1/1991

Recent Filings

28 April 2026
AA
accounts with accounts type total exemption full
20 February 2026
CS01
confirmation statement with no updates
9 September 2025
AD01
change registered office address company with date old address new address
26 August 2025
AA
accounts with accounts type total exemption full
26 August 2025
AA01
change account reference date company previous extended
24 February 2025
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.