Financial AdviserProfile

Malvern Financial Planning Limited

Public-record profile
The Grange, Grange Road, Malvern, WR14 3HA
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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.

Malvern Financial Planning Limited is listed as a FCA appointed representative in the WR14 3HA area. Registered at Companies House in 2023. FCA records list ValidPath Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2023
Type
FCA appointed representative
Company No.
14800581
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

ValidPath Limited, FRN 197107 (Full)

Companies House

MALVERN FINANCIAL PLANNING LIMITED is active and was incorporated on 14 April 2023.

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

Registered office: The Grange, Grange Road, Great Malvern, WR14 3HA, England

Authorisations

FCAactive
Reference: 996153
Type: FCA appointed representative
Company no.: 14800581
Verified: —
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Micro Entity
Employees
3
Equity
£825
Fixed assets
£1,174
Current assets
£9,546
Net current assets/liabilities
£971
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CAMERON, Eugenie May
Appointed 14 April 2023
DOB: 3/1976

Persons with significant control

Ms Eugenie May Cameron
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 3/1976

Recent Filings

16 April 2026
CS01
confirmation statement with no updates
15 December 2025
AA
accounts with accounts type micro entity
12 May 2025
CS01
confirmation statement with updates
13 January 2025
AA
accounts with accounts type micro entity
29 April 2024
CS01
confirmation statement with updates
14 April 2023
NEWINC
incorporation company

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Location

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Malvern, WR14 1BJ

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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.