Financial AdviserProfile

David Johnson Financial Planning Ltd

Public-record profile
8 College Street, Gloucester, GL1 2NE
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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.

David Johnson Financial Planning Ltd is listed as a FCA appointed representative in the GL1 2NE area. Registered at Companies House in 2012. 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
2012
Type
FCA appointed representative
Company No.
08006516
SIC
66190
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

DAVID JOHNSON FINANCIAL PLANNING LTD. is active and was incorporated on 26 March 2012.

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

Registered office: 8 College Street, Gloucester, GL1 2NE, United Kingdom

Authorisations

FCAactive
Reference: 530437
Type: FCA appointed representative
Company no.: 08006516
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
4
Equity
£200
Cash
£509,908
Fixed assets
£2,341
Current assets
£545,444
Net current assets/liabilities
£508,372
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

JOHNSON, David Paul
Appointed 26 March 2012
DOB: 8/1976
JOHNSON, Kay Yvonne
Appointed 26 March 2012
DOB: 2/1970

Persons with significant control

Mr David Paul Johnson
Individual Person With Significant Control, Significant Influence Or Control
DOB: 8/1976
Mrs Kay Yvonne Johnson
Individual Person With Significant Control, Significant Influence Or Control
DOB: 2/1970

Recent Filings

18 December 2025
CS01
confirmation statement with no updates
30 July 2025
AA
accounts with accounts type total exemption full
24 December 2024
CS01
confirmation statement with no updates
25 July 2024
AA
accounts with accounts type total exemption full
2 January 2024
CS01
confirmation statement with no updates
27 October 2023
AA
accounts with accounts type total exemption full

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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.