Financial AdviserProfile

Harrison James Financial Planners Ltd

Public-record profile
58A High Street, Stony Stratford, Milton Keynes, MK11 1AQ
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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.

Harrison James Financial Planners Ltd is listed as a FCA appointed representative in the MK11 1AQ area. Registered at Companies House in 2009. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2009
Type
FCA appointed representative
Company No.
06899643
SIC
65300
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

HARRISON JAMES FINANCIAL PLANNERS LIMITED is active and was incorporated on 8 May 2009.

Nature of business: 65300 - Pension funding

Registered office: 58a High Street, Stony Stratford, Milton Keynes, MK11 1AQ, England

Authorisations

FCAactive
Reference: 523850
Type: FCA appointed representative
Company no.: 06899643
Verified:
View public register

Company Snapshot

Industry
65300
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 August 2025
Accounts next due
31 May 2027
Accounts type
Total Exemption Full
Employees
5
Equity
£2
Fixed assets
£376,948
Net current assets/liabilities
-£123,916
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

COX, Mandy Edwina
Appointed 19 May 2025
DOB: 12/1965
COX, Paul Bryan
Appointed 8 May 2009
DOB: 11/1968

Persons with significant control

Mr Paul Bryan Cox
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent
DOB: 11/1968

Recent Filings

17 December 2025
AA
accounts with accounts type total exemption full
31 May 2025
AA
accounts with accounts type total exemption full
30 May 2025
CS01
confirmation statement with no updates
19 May 2025
AP01
appoint person director company with name date
12 June 2024
CS01
confirmation statement with no updates
28 May 2024
AA
accounts with accounts type total exemption full

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Location

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You'll find Harrison James Financial Planners Ltd at the location shown on the map in Milton Keynes.

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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.