Financial AdviserProfile

Julian Escott Financial Services Ltd

Public-record profile

1 Linden Close, West Parley, Ferndown, BH22 8RS

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.

Julian Escott Financial Services Ltd is listed as a FCA appointed representative in the BH22 8RS area. Registered at Companies House in 2011. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2011

Type

FCA appointed representative

Company No.

07688547

SIC

66110

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

JULIAN ESCOTT FINANCIAL SERVICES LTD is active and was incorporated on 30 June 2011.

Nature of business: 66110 - Administration of financial markets

Registered office: 1 Linden Close, West Parley, Ferndown, Dorset, BH22 8RS, United Kingdom

Authorisations

FCAactive

Reference: 967486

Type: FCA appointed representative

Company no.: 07688547

Verified: —

View public register

Company Snapshot

Industry

66110

Data Freshness

Stale (> 1 year)

Accounts last made up to

31 March 2025

Accounts next due

31 December 2026

Accounts type

Micro Entity

Employees

Equity

£79,334

Fixed assets

£64,341

Current assets

£115,401

Net current assets/liabilities

£62,405

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

ESCOTT, Julian

Appointed 30 June 2011

DOB: 5/1967

Persons with significant control

Mr Julian Escott

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

DOB: 5/1967

Recent Filings

31 July 2025

accounts with accounts type micro entity

9 July 2025

CS01

confirmation statement with no updates

3 July 2024

CS01

confirmation statement with updates

31 May 2024

accounts with accounts type micro entity

7 July 2023

CS01

confirmation statement with updates

20 June 2023

accounts with accounts type micro entity

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Location

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You'll find Julian Escott Financial Services Ltd at the location shown on the map in Ferndown.

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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.