Financial AdviserProfile

Accuma Financial Planning Ltd

Public-record profile
Suite F8, Moulton Park Business Centre, Redhouse Road, Northampton, NN3 6AQ
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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.

Accuma Financial Planning Ltd is listed as a FCA appointed representative in the NN3 6AQ area. Registered at Companies House in 2016. FCA records list Quilter Financial Services Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2016
Type
FCA appointed representative
Company No.
10135415
SIC
65110
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Quilter Financial Services Ltd, FRN 440703 (Full)

Companies House

ACCUMA FINANCIAL PLANNING LIMITED is active and was incorporated on 20 April 2016.

Nature of business: 65110 - Life insurance

Registered office: Suite F8, Moulton Park Business Centre Redhouse Road, Moulton Park, Northampton, NN3 6AQ, United Kingdom

Authorisations

FCAactive
Reference: 747770
Type: FCA appointed representative
Company no.: 10135415
Verified:
View public register

Company Snapshot

Confirmation statement is marked as overdue.
Industry
65110
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Micro Entity
Employees
3
Equity
£32,234
Fixed assets
£216
Current assets
£94,726
Net current assets/liabilities
£40,154
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

MOORE, Jason Frank
Appointed 20 April 2016
DOB: 2/1963
SMITH, Neil Laurence
Appointed 20 April 2016
DOB: 6/1964

Persons with significant control

Mr Neil Laurence Smith
Individual Person With Significant Control, Significant Influence Or Control
DOB: 6/1964
Mr Jason Frank Moore
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 2/1963
Neil Laurence Smith
Individual Person With Significant Control, Significant Influence Or Control
DOB: 6/1964

Recent Filings

23 September 2025
AA
accounts with accounts type micro entity
7 May 2025
PSC04
change to a person with significant control
6 May 2025
CS01
confirmation statement with no updates
27 September 2024
AA
accounts with accounts type micro entity
20 June 2024
RP04CS01
second filing of confirmation statement with made up date
20 June 2024
RP04CS01
second filing of confirmation statement with made up date

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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.