Financial AdviserProfile

MG Financial Planning Ltd

Public-record profile
94 Vicars Hall Gardens, Worsley, Manchester, M28 1HW
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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.

MG Financial Planning Ltd is listed as a FCA appointed representative in the M28 1HW area. Registered at Companies House in 2007. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2007
Type
FCA appointed representative
Company No.
06387186
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

MG FINANCIAL PLANNING LTD is active and was incorporated on 2 October 2007.

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

Registered office: 94 Vicars Hall Gardens, Boothstown, Manchester, M28 1HW

Authorisations

FCAactive
Reference: 948684
Type: FCA appointed representative
Company no.: 06387186
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
0.02
Equity
£100
Fixed assets
£14
Current assets
£35,652
Net current assets/liabilities
£86
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

GERRARD, Julie
Appointed 2 October 2007
DOB: 12/1968
GERRARD, Mark Graham
Appointed 2 October 2007
DOB: 7/1968

Persons with significant control

Mrs Julie Gerrard
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 12/1968
Mr Mark Graham Gerrard
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 7/1968

Recent Filings

24 November 2025
AA
accounts with accounts type micro entity
6 November 2025
CS01
confirmation statement with no updates
31 December 2024
AA
accounts with accounts type micro entity
4 November 2024
CS01
confirmation statement with no updates
11 October 2024
PSC04
change to a person with significant control
10 October 2024
PSC01
notification of a person with significant control

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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.