Financial AdviserProfile

Steve Thompson Financial Planning Limited

Public-record profile
Casa, 6 Church Farm Close, Wakefield, WF3 3SA
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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.

Steve Thompson Financial Planning Limited is listed as a FCA appointed representative in the WF3 3SA area. Registered at Companies House in 2014. FCA records list Openwork Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2014
Type
FCA appointed representative
Company No.
08898725
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Openwork Limited, FRN 408285 (Full)

Companies House

STEVE THOMPSON FINANCIAL PLANNING LIMITED is active and was incorporated on 17 February 2014.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: 6 Church Farm Close, Lofthouse, Wakefield, West Yorkshire, WF3 3SA

Authorisations

FCAactive
Reference: 216415
Type: FCA appointed representative
Company no.: 08898725
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
30 December 2026
Accounts type
Micro Entity
Employees
3
Equity
£49,109
Fixed assets
£10,601
Current assets
£87,973
Net current assets/liabilities
£40,359
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

THOMPSON, Sheila
Appointed 17 February 2014
DOB: 11/1952
THOMPSON, Stephen Christopher
Appointed 17 February 2014
DOB: 4/1953
THOMPSON, Victoria Louise
Appointed 17 February 2014
DOB: 8/1982

Persons with significant control

Miss Victoria Louise Thompson
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 8/1982
Mr Stephen Christopher Thompson
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 4/1953

Recent Filings

25 February 2026
CS01
confirmation statement with updates
25 February 2026
PSC01
notification of a person with significant control
22 January 2026
SH01
capital allotment shares
7 January 2026
RESOLUTIONS
resolution
22 December 2025
AA
accounts with accounts type micro entity
13 February 2025
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.