Financial AdviserProfile

Griffiths Financial Planning Limited

Public-record profile
Victoria Court 8 Dormer Place, Leamington Spa, CV32 5AE
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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.

Griffiths Financial Planning Limited is listed as a FCA appointed representative in the CV32 5AE area. Registered at Companies House in 1999. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
1999
Type
FCA appointed representative
Company No.
03782128
SIC
66220
Services
1

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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

GRIFFITHS FINANCIAL PLANNING LIMITED is active and was incorporated on 3 June 1999.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: Victoria Court, Dormer Place, Leamington Spa, Warwickshire, CV32 5AE

Authorisations

FCAactive
Reference: 192211
Type: FCA appointed representative
Company no.: 03782128
Verified: —
View public register

Company Snapshot

Industry
66220
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 May 2025
Accounts next due
28 February 2027
Accounts type
Total Exemption Full
Employees
3
Equity
£300
Cash
£181,363
Fixed assets
£713
Current assets
£184,240
Net current assets/liabilities
£137,581
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

GRIFFITHS, Andrew James
Appointed 20 July 1999
DOB: 4/1963

Persons with significant control

Mr Andrew James Griffiths
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 4/1963

Recent Filings

3 February 2026
AA
accounts with accounts type total exemption full
5 June 2025
CS01
confirmation statement with no updates
17 January 2025
AA
accounts with accounts type total exemption full
10 June 2024
CS01
confirmation statement with no updates
21 February 2024
AA
accounts with accounts type total exemption full
8 June 2023
CS01
confirmation statement with no updates

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Location

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Leamington Spa, CV32 5LA

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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.