Financial AdviserProfile

Simplicity Financial Planning Ltd

Public-record profile
1 Turpyn Court, Woughton On The Green, Milton Keynes, MK6 3BW
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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.

Simplicity Financial Planning Ltd is listed as a FCA appointed representative in the MK6 3BW area. Registered at Companies House in 2019. 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
2019
Type
FCA appointed representative
Company No.
11956397
SIC
64205
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

SIMPLICITY FINANCIAL PLANNING LTD is active and was incorporated on 20 April 2019.

Nature of business: 64205 - Activities of financial services holding companies, 64999 - Financial intermediation not elsewhere classified, 66110 - Administration of financial markets, 70221 - Financial management

Registered office: 1 Turpyn Court, Woughton On The Green, Milton Keynes, MK6 3BW, England

Authorisations

FCAactive
Reference: 916887
Type: FCA appointed representative
Company no.: 11956397
Verified:
View public register

Company Snapshot

Industry
64205
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Micro Entity
Employees
4
Equity
£46,026
Fixed assets
£599,662
Current assets
£84,131
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BRADFORD, Samantha
Appointed 20 April 2019
DOB: 11/1973

Persons with significant control

Mrs Samantha Bradford
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 11/1973

Recent Filings

29 April 2026
CS01
confirmation statement with updates
28 May 2025
AA
accounts with accounts type micro entity
24 April 2025
CS01
confirmation statement with updates
3 February 2025
AAMD
accounts amended with accounts type micro entity
31 May 2024
AA
accounts with accounts type micro entity
26 April 2024
CS01
confirmation statement with updates

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Location

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You'll find Simplicity Financial Planning 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.