Financial AdviserProfile

Bradgate Financial Planning Ltd

Public-record profile

110 Main Street, Markfield, LE67 9UU

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.

Bradgate Financial Planning Ltd is listed as a FCA appointed representative in the LE67 9UU 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.

06092004

SIC

64999

Services

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

2 Plan Wealth Management Limited, FRN 461598 (Full)

Companies House

BRADGATE FINANCIAL PLANNING LTD is active and was incorporated on 9 February 2007.

Nature of business: 64999 - Financial intermediation not elsewhere classified, 66220 - Activities of insurance agents and brokers

Registered office: 110 Main Street, Markfield, Leics, LE67 9UU

Authorisations

FCAactive

Reference: 229494

Type: FCA appointed representative

Company no.: 06092004

Verified: —

View public register

Company Snapshot

Industry

Accounting & Tax Services

Data Freshness

Stale (> 1 year)

Accounts last made up to

28 February 2025

Accounts next due

30 November 2026

Accounts type

Total Exemption Full

Employees

Equity

£100

Fixed assets

£1,298

Net current assets/liabilities

£3,732

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

PRITCHARD, Andrew James

Appointed 12 February 2007

DOB: 2/1962

Persons with significant control

Mr Andrew James Pritchard

Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent

DOB: 2/1962

Recent Filings

11 February 2026

CS01

confirmation statement with no updates

2 October 2025

accounts with accounts type total exemption full

24 February 2025

CS01

confirmation statement with no updates

20 August 2024

accounts with accounts type total exemption full

10 February 2024

CS01

confirmation statement with no updates

14 November 2023

accounts with accounts type total exemption full

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Bradgate Financial Planning Ltd yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Location

Loading map...

You'll find Bradgate Financial Planning Ltd at the location shown on the map in Markfield.

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.