Financial AdviserProfile

Monument Financial Planning Limited

Public-record profile
Northgate Business Centre, 38 North Gate, Newark, NG24 1EZ
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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.

Monument Financial Planning Limited is listed as a FCA appointed representative in the NG24 1EZ area. Registered at Companies House in 2016. FCA records list The Right Mortgage Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2016
Type
FCA appointed representative
Company No.
10348606
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

The Right Mortgage Limited, FRN 649443 (Full)

Companies House

MONUMENT FINANCIAL PLANNING LIMITED is active and was incorporated on 26 August 2016.

Nature of business: 66220 - Activities of insurance agents and brokers, 69109 - Activities of patent and copyright agents; other legal activities n.e.c.

Registered office: Northgate Business Centre, 38 North Gate, Newark, Nottinghamshire, NG24 1EZ, England

Authorisations

FCAactive
Reference: 968490
Type: FCA appointed representative
Company no.: 10348606
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
31 December 2026
Accounts type
Total Exemption Full
Employees
1
Equity
£100
Cash
£38,167
Fixed assets
£2,257
Current assets
£57,775
Net current assets/liabilities
£33,749
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

JEAL, Paul Adrian
Appointed 26 August 2016
DOB: 5/1971

Persons with significant control

Mr Paul Adrian Jeal
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 5/1971

Recent Filings

20 April 2026
CS01
confirmation statement with no updates
17 November 2025
AA
accounts with accounts type total exemption full
1 September 2025
AA01
change account reference date company previous extended
25 April 2025
CS01
confirmation statement with no updates
26 September 2024
AA
accounts with accounts type total exemption full
2 April 2024
CS01
confirmation statement with no updates

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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.