Financial AdviserProfile

James Miller Financial Planning Limited

Public-record profile
The Gallery Barn, Riverside, Perranarworthal, Truro, TR3 7NY
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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.

James Miller Financial Planning Limited is listed as a FCA appointed representative in the TR3 7NY area. Registered at Companies House in 2010. FCA records list Stonebridge Mortgage Solutions Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2010
Type
FCA appointed representative
Company No.
07242081
SIC
66220
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Stonebridge Mortgage Solutions Ltd, FRN 454811 (Full)

Companies House

JAMES MILLER FINANCIAL PLANNING LIMITED is active and was incorporated on 4 May 2010.

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

Registered office: The Gallery Barn Riverside, Perranarworthal, Truro, Cornwall, TR3 7NY, England

Authorisations

FCAactive
Reference: 534042
Type: FCA appointed representative
Company no.: 07242081
Verified:
View public register

Company Snapshot

Companies House records show outstanding charges.
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Outdated (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
7
Equity
£110
Cash
£173,525
Fixed assets
£365,108
Current assets
£260,165
Net current assets/liabilities
£237,816
Charges
2
Outstanding charges
2
Insolvency cases
0
View Companies House profile

People and Control

Active directors

MILLER, James Spencer
Appointed 4 May 2010
DOB: 5/1981

Persons with significant control

Mrs Lindsey Miller
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 6/1983
Mr James Spencer Miller
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 5/1981

Recent Filings

1 April 2026
CS01
confirmation statement with no updates
26 February 2026
AA
accounts with accounts type total exemption full
4 April 2025
CS01
confirmation statement with no updates
26 February 2025
AA
accounts with accounts type total exemption full
8 April 2024
CS01
confirmation statement with no updates
23 February 2024
AA
accounts with accounts type total exemption full

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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.