Financial AdviserProfile

Gregory Charles Financial Planning Limited

Public-record profile
Meadow End, Brooke Gardens, Brooke, Norwich, NR15 1JH
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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.

Gregory Charles Financial Planning Limited is listed as a FCA appointed representative in the NR15 1JH area. Registered at Companies House in 2015. 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
2015
Type
FCA appointed representative
Company No.
09588186
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

GREGORY CHARLES FINANCIAL PLANNING LIMITED is active and was incorporated on 13 May 2015.

Nature of business: 66220 - Activities of insurance agents and brokers, 66290 - Other activities auxiliary to insurance and pension funding

Registered office: Meadow End Brooke Gardens, Brooke, Norwich, NR15 1JH, England

Authorisations

FCAactive
Reference: 673395
Type: FCA appointed representative
Company no.: 09588186
Verified:
View public register

Company Snapshot

Industry
66220
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 May 2025
Accounts next due
28 February 2027
Accounts type
Total Exemption Full
Employees
2
Equity
£100
Cash
£116,788
Current assets
£141,653
Net current assets/liabilities
£103,290
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

ROPER, Gregory Charles
Appointed 13 May 2015
DOB: 2/1977

Persons with significant control

Mr Gregory Charles Roper
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 2/1977

Recent Filings

6 November 2025
SH01
capital allotment shares
6 November 2025
AA
accounts with accounts type total exemption full
18 August 2025
TM01
termination director company with name termination date
18 August 2025
TM01
termination director company with name termination date
21 July 2025
AP01
appoint person director company with name date
21 July 2025
AP01
appoint person director company with name 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.