Financial AdviserProfile

Independent Financial Planning Services Limited

Public-record profile
Kilrymont, Main Street, Bankfoot, Perth, PH1 4AB
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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.

Independent Financial Planning Services Limited is listed as a FCA appointed representative in the PH1 4AB area. Registered at Companies House in 2023. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2023
Type
FCA appointed representative
Company No.
SC793124
SIC
66290
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

2 Plan Wealth Management Limited, FRN 461598 (Full)

Companies House

INDEPENDENT FINANCIAL PLANNING SERVICES LIMITED is active and was incorporated on 21 December 2023.

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

Registered office: Kilrymont Main Street, Bankfoot, Perth, PH1 4AB, Scotland

Authorisations

FCAactive
Reference: 1017696
Type: FCA appointed representative
Company no.: SC793124
Verified: —
View public register

Company Snapshot

Industry
66290
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
£1
Cash
£4,903
Current assets
£5,903
Net current assets/liabilities
-£60
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

ROBERTSON, Olga
Appointed 21 December 2023
DOB: 5/1977

Persons with significant control

Ms Olga Robertson
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 5/1977

Recent Filings

22 December 2025
CS01
confirmation statement with no updates
27 November 2025
CH01
change person director company with change date
27 November 2025
PSC04
change to a person with significant control
27 November 2025
AD01
change registered office address company with date old address new address
1 July 2025
AA
accounts with accounts type total exemption full
20 December 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.