Financial AdviserProfile

Mortgage Plan Limited

Public-record profile
38 Highfield Lane, Maidenhead, SL6 3AP
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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.

Mortgage Plan Limited is listed as a FCA appointed representative in the SL6 3AP area. Registered at Companies House in 2019. FCA records list Openwork Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2019
Type
FCA appointed representative
Company No.
11767276
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Openwork Limited, FRN 408285 (Full)

Companies House

MORTGAGE PLAN LIMITED is active and was incorporated on 15 January 2019.

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

Registered office: 38 Highfield Lane, Maidenhead, SL6 3AP, England

Authorisations

FCAactive
Reference: 930081
Type: FCA appointed representative
Company no.: 11767276
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
Micro Entity
Employees
2
Equity
£1,832
Fixed assets
£7,271
Current assets
£18,726
Net current assets/liabilities
-£4,254
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

GERA, Kapil
Appointed 15 January 2019
DOB: 2/1975

Persons with significant control

Mrs Kavita Gera
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 10/1980
Mr Kapil Gera
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 2/1975

Recent Filings

14 April 2026
CS01
confirmation statement with updates
1 August 2025
AA
accounts with accounts type micro entity
1 April 2025
CS01
confirmation statement with no updates
2 July 2024
AD01
change registered office address company with date old address new address
2 May 2024
AA
accounts with accounts type micro entity
1 April 2024
CS01
confirmation statement with no updates

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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.