Financial AdviserProfile

Kreios Financial Planning Ltd

Public-record profile
10 Low Cross, Whittlesey, Peterborough, PE7 1HW
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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.

Kreios Financial Planning Ltd is listed as a FCA appointed representative in the PE7 1HW area. Registered at Companies House in 2024. FCA records list M&G Wealth Advice Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2024
Type
FCA appointed representative
Company No.
15468509
SIC
64999
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

M&G Wealth Advice Limited, FRN 584256 (Full)

Companies House

KREIOS FINANCIAL PLANNING LTD is active and was incorporated on 5 February 2024.

Nature of business: 64999 - Financial intermediation not elsewhere classified, 66220 - Activities of insurance agents and brokers

Registered office: 10 Low Cross, Whittlesey, Peterborough, PE7 1HW, United Kingdom

Authorisations

FCAactive
Reference: 1009685
Type: FCA appointed representative
Company no.: 15468509
Verified:
View public register

Company Snapshot

Industry
Accounting & Tax Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
28 February 2025
Accounts next due
30 November 2026
Accounts type
Total Exemption Full
Employees
1
Equity
£1
Cash
£1,568
Current assets
£4,507
Net current assets/liabilities
£2,321
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BLACK, Steven Andrew
Appointed 5 February 2024
DOB: 5/1987

Persons with significant control

Mr Steven Andrew Black
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 5/1987

Recent Filings

4 February 2026
CS01
confirmation statement with updates
3 November 2025
AA
accounts with accounts type total exemption full
6 February 2025
CS01
confirmation statement with updates
5 February 2024
NEWINC
incorporation company

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Location

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You'll find Kreios Financial Planning Ltd at the location shown on the map in Peterborough.

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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.