Financial AdviserProfile

Tracy Simpson Financial Consultancy Ltd

Public-record profile
Bridgewater Place, Water Lane, Leeds, LS11 5BZ
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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.

Tracy Simpson Financial Consultancy Ltd is listed as a FCA appointed representative in the LS11 5BZ area. Registered at Companies House in 2019. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2019
Type
FCA appointed representative
Company No.
12098125
SIC
66190
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

TRACY SIMPSON FINANCIAL CONSULTANCY LTD is active and was incorporated on 11 July 2019.

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

Registered office: 2303 Bridgewater Place Water Lane, Leeds, LS11 5QB, England

Authorisations

FCAactive
Reference: 912728
Type: FCA appointed representative
Company no.: 12098125
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 June 2025
Accounts next due
31 March 2027
Accounts type
Micro Entity
Employees
1
Equity
£2,341
Fixed assets
£1,026
Current assets
£6,233
Net current assets/liabilities
£2,189
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SIMPSON, Tracy
Appointed 11 July 2019
DOB: 3/1965

Persons with significant control

Miss Tracy Simpson
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 3/1965

Recent Filings

22 December 2025
AA
accounts with accounts type micro entity
11 July 2025
CS01
confirmation statement with no updates
26 March 2025
AA
accounts with accounts type micro entity
11 July 2024
CS01
confirmation statement with no updates
25 March 2024
AA
accounts with accounts type micro entity
12 July 2023
CS01
confirmation statement with no 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.