Financial AdviserProfile

PRJ Financial Planning Limited

Public-record profile
Tynewydd Bungalow, High Street, Newbridge, Newport, NP11 4FW
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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.

PRJ Financial Planning Limited is listed as a FCA appointed representative in the NP11 4FW area. Registered at Companies House in 2012. 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
2012
Type
FCA appointed representative
Company No.
08091590
SIC
66220
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

PRJ FINANCIAL PLANNING LTD is active and was incorporated on 1 June 2012.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: Tynewydd Bungalow High Street, Newbridge, Newport, NP11 4FW, Wales

Authorisations

FCAactive
Reference: 756789
Type: FCA appointed representative
Company no.: 08091590
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 September 2024
Accounts next due
29 June 2026
Accounts type
Micro Entity
Employees
5
Equity
£357,928
Fixed assets
£18,132
Current assets
£415,810
Net current assets/liabilities
£358,412
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

JONES, Philip Richard
Appointed 1 June 2012
DOB: 2/1970
JONES, Sian
Appointed 28 September 2012
DOB: 4/1972

Persons with significant control

Mr Philip Richard Jones
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 2/1970
Mrs Sian Jones
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 4/1972

Recent Filings

6 December 2025
CS01
confirmation statement with no updates
27 June 2025
AA
accounts with accounts type micro entity
11 December 2024
CS01
confirmation statement with no updates
10 May 2024
AA
accounts with accounts type micro entity
16 December 2023
CS01
confirmation statement with no updates
22 March 2023
AA
accounts with accounts type micro entity

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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.