Financial AdviserProfile

Kirkham Financial Planning Ltd

Public-record profile
Appt 4, Treleaven House, 18 Blundellsands Road West, Blundellsands, Liverpool, L23 6TE
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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.

Kirkham Financial Planning Ltd is listed as a FCA appointed representative in the L23 6TE area. Registered at Companies House in 2023. 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
2023
Type
FCA appointed representative
Company No.
14699375
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

KIRKHAM FINANCIAL PLANNING LTD is active and was incorporated on 2 March 2023.

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

Registered office: Appt 4 Treleaven House, 18 Blundellsands Road West, Liverpool, L23 6TE, England

Authorisations

FCAactive
Reference: 997191
Type: FCA appointed representative
Company no.: 14699375
Verified:
View public register

Company Snapshot

Industry
66290
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Micro Entity
Employees
1
Equity
£73
Current assets
£2,737
Net current assets/liabilities
£73
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

KIRKHAM, Jacqueline
Appointed 2 March 2023
DOB: 12/1971

Persons with significant control

Ms Jacqueline Kirkham
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 12/1971

Recent Filings

31 March 2026
AA
accounts with accounts type micro entity
21 March 2026
CS01
confirmation statement with no updates
4 March 2026
AD01
change registered office address company with date old address new address
4 March 2026
AD01
change registered office address company with date old address new address
23 June 2025
AD01
change registered office address company with date old address new address
17 June 2025
CH01
change person director company with change date

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Location

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You'll find Kirkham Financial Planning Ltd at the location shown on the map in Liverpool.

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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.