Financial AdviserProfile

Stephenson Financial Planning Ltd

Public-record profile
24 Armitage Way, Galgate, Lancaster, LA2 0BN
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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.

Stephenson Financial Planning Ltd is listed as a FCA appointed representative in the LA2 0BN area. Registered at Companies House in 2017. 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
2017
Type
FCA appointed representative
Company No.
11073904
SIC
66290
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

STEPHENSON FINANCIAL PLANNING LIMITED is active and was incorporated on 21 November 2017.

Nature of business: 66290 - Other activities auxiliary to insurance and pension funding

Registered office: Dalton House, 9 Dalton Square, Lancaster, LA1 1WD, United Kingdom

Authorisations

FCAactive
Reference: 795821
Type: FCA appointed representative
Company no.: 11073904
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Current (< 6 months)
Accounts last made up to
31 December 2025
Accounts next due
30 September 2027
Accounts type
Micro Entity
Employees
0.02
Equity
£39,926
Fixed assets
£9,080
Current assets
£61,605
Net current assets/liabilities
£32,964
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

METCALFE-STEPHENSON, Hannah Elizabeth
Appointed 6 April 2025
DOB: 4/1991
STEPHENSON, David Ian
Appointed 21 November 2017
DOB: 3/1979

Persons with significant control

Mrs Leah Stephenson
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 8/1987
Mr David Ian Stephenson
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 3/1979

Recent Filings

9 March 2026
AA
accounts with accounts type micro entity
3 December 2025
CS01
confirmation statement with no updates
2 December 2025
CH01
change person director company with change date
14 April 2025
AP01
appoint person director company with name date
3 April 2025
AA
accounts with accounts type micro entity
5 December 2024
CS01
confirmation statement with updates

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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.