Financial AdviserProfile

Sims Financial Management Ltd

Public-record profile
156 Beacon Park Road, Plymouth, PL2 2QR
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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.

Sims Financial Management Ltd is listed as a FCA appointed representative in the PL2 2QR area. Registered at Companies House in 2016. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2016
Type
FCA appointed representative
Company No.
10021438
SIC
66220
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

SIMS FINANCIAL MANAGEMENT LTD is active and was incorporated on 23 February 2016.

Nature of business: 66220 - Activities of insurance agents and brokers

Registered office: 156 Beacon Park Road, Plymouth, PL2 2QR, England

Authorisations

FCAactive
Reference: 1004837
Type: FCA appointed representative
Company no.: 10021438
Verified:
View public register

Company Snapshot

Industry
66220
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
2
Equity
£10
Fixed assets
£20,258
Net current assets/liabilities
-£2,838
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SIMS, Steven
Appointed 23 February 2016
DOB: 5/1984

Persons with significant control

Mr Steven Sims
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 5/1984

Recent Filings

13 February 2026
CS01
confirmation statement with no updates
11 June 2025
AA
accounts with accounts type total exemption full
6 February 2025
CS01
confirmation statement with no updates
2 August 2024
AA
accounts with accounts type total exemption full
13 February 2024
CS01
confirmation statement with no updates
9 August 2023
AA
accounts with accounts type total exemption full

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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.