Financial AdviserProfile

Fresh Approach Financial Planning Limited

Public-record profile
Open Space, Chequers Close, Malvern, WR14 1GP
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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.

Fresh Approach Financial Planning Limited is listed as a FCA appointed representative in the WR14 1GP area. Registered at Companies House in 2012. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2012
Type
FCA appointed representative
Company No.
07993776
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

FRESH APPROACH FINANCIAL PLANNING LIMITED is active and was incorporated on 16 March 2012.

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

Registered office: Open Space Chequers Close, Enigma Park, Malvern, Worcestershire, WR14 1GP, England

Authorisations

FCAactive
Reference: 831297
Type: FCA appointed representative
Company no.: 07993776
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
3
Equity
£162,890
Fixed assets
£48,109
Current assets
£194,112
Net current assets/liabilities
£116,870
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

URMSTON, Paul Raymond Frank
Appointed 16 March 2012
DOB: 12/1979

Persons with significant control

Urmston Asset Management Limited
Corporate Entity Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
Mr Paul Raymond Frank Urmston
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 12/1979
Mrs Julie Urmston
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 6/1979

Recent Filings

6 February 2026
CH01
change person director company with change date
15 October 2025
CS01
confirmation statement with updates
13 October 2025
PSC02
notification of a person with significant control
13 October 2025
PSC07
cessation of a person with significant control
9 September 2025
TM01
termination director company with name termination date
9 September 2025
AP03
appoint person secretary company with name date

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Location

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You'll find Fresh Approach Financial Planning Limited at the location shown on the map in Malvern.

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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.