Financial AdviserProfile

Lead Financial Limited

Public-record profile
Lead Financial, Unit B, Valley House, Valley Road, Plymouth, PL7 1RF
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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.

Lead Financial Limited is listed as a FCA appointed representative in the PL7 1RF area. Registered at Companies House in 2017. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2017
Type
FCA appointed representative
Company No.
10978208
SIC
66110
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

LEAD FINANCIAL LIMITED is active and was incorporated on 23 September 2017.

Nature of business: 66110 - Administration of financial markets

Registered office: Unit B Valley House, Valley Road, Plymouth, Devon, PL7 1RF, England

Authorisations

FCAactive
Reference: 1001982
Type: FCA appointed representative
Company no.: 10978208
Verified:
View public register

Company Snapshot

Industry
66110
Data Freshness
Outdated (< 1 year)
Accounts last made up to
30 September 2025
Accounts next due
30 June 2027
Accounts type
Unaudited Abridged
Employees
2
Equity
£100
Cash
£39,746
Fixed assets
£81,601
Current assets
£83,726
Net current assets/liabilities
£48,836
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

COOPER, Adam
Appointed 23 September 2017
DOB: 12/1984
TERRY, Lee
Appointed 23 September 2017
DOB: 3/1985

Persons with significant control

Adam Cooper
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 12/1984
Lee Terry
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 3/1985

Recent Filings

26 November 2025
AA
accounts with accounts type unaudited abridged
15 September 2025
CS01
confirmation statement with no updates
18 January 2025
CH01
change person director company with change date
6 January 2025
AA
accounts with accounts type unaudited abridged
18 September 2024
CS01
confirmation statement with no updates
19 July 2024
PSC04
change to a person with significant control

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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.