Financial AdviserProfile

SWH Financial Planning Limited

Public-record profile
Brampton House, 10 Queen Street, Newcastle, ST5 1ED
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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.

SWH Financial Planning Limited is listed as a FCA appointed representative in the ST5 1ED area. Registered at Companies House in 2010. 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
2010
Type
FCA appointed representative
Company No.
07313059
SIC
66290
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

S W H FINANCIAL PLANNING LIMITED is active and was incorporated on 13 July 2010.

Nature of business: 66290 - Other activities auxiliary to insurance and pension funding

Registered office: Brampton House, 10 Queen Street, Newcastle, Staffordshire, ST5 1ED

Authorisations

FCAactive
Reference: 528544
Type: FCA appointed representative
Company no.: 07313059
Verified: —
View public register

Company Snapshot

Industry
66290
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 July 2025
Accounts next due
30 April 2027
Accounts type
Micro Entity
Employees
2
Equity
£248,756
Fixed assets
£1,845
Current assets
£268,157
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

WILLIAMS, Steven Paul
Appointed 13 July 2010
DOB: 3/1959

Persons with significant control

Mr Steven Paul Williams
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 3/1959

Recent Filings

18 February 2026
AA
accounts with accounts type micro entity
7 July 2025
CS01
confirmation statement with updates
14 April 2025
AA
accounts with accounts type micro entity
8 July 2024
CS01
confirmation statement with updates
4 November 2023
AA
accounts with accounts type micro entity
28 September 2023
SH01
capital allotment shares

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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.