Financial AdviserProfile

SJW FINANCIAL PLANNING LTD

Public-record profile
125 Cheltenham Road, Gloucester, GL2 0JQ
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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.

SJW FINANCIAL PLANNING LTD is listed as a FCA appointed representative in the GL2 0JQ area. Registered at Companies House in 2011. FCA records list Vision Independent Financial Planning Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2011
Type
FCA appointed representative
Company No.
07577018
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Vision Independent Financial Planning Ltd, FRN 487395 (Full)

Companies House

SJW FINANCIAL PLANNING LTD is active and was incorporated on 24 March 2011.

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

Registered office: 125 Cheltenham Road, Gloucester, Gloucestershire, GL2 0JQ, England

Authorisations

FCAactive
Reference: 550575
Type: FCA appointed representative
Company no.: 07577018
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
2
Equity
£100
Cash
£364,250
Current assets
£393,932
Net current assets/liabilities
£385,995
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

WATHEN, Salina Onnika
Appointed 24 May 2020
DOB: 8/1978
WATHEN, Simon John
Appointed 24 March 2011
DOB: 5/1973

Persons with significant control

Mr Simon John Wathen
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 5/1973

Recent Filings

30 March 2026
CS01
confirmation statement with updates
13 May 2025
AA
accounts with accounts type total exemption full
25 March 2025
CS01
confirmation statement with updates
16 May 2024
AA
accounts with accounts type total exemption full
26 March 2024
CS01
confirmation statement with updates
30 May 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.