Financial AdviserProfile

Birkett Financial Planning Limited

Public-record profile
1 Skull House Mews, Appley Bridge, Wigan, WN6 9DN
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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.

Birkett Financial Planning Limited is listed as a FCA appointed representative in the WN6 9DN area. Registered at Companies House in 2022. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2022
Type
FCA appointed representative
Company No.
13863746
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

BIRKETT FINANCIAL PLANNING LIMITED is active and was incorporated on 21 January 2022.

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

Registered office: 1 Skull House Mews, Appley Bridge, Wigan, WN6 9DN, England

Authorisations

FCAactive
Reference: 845870
Type: FCA appointed representative
Company no.: 13863746
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Current (< 6 months)
Accounts last made up to
31 December 2025
Accounts next due
30 September 2027
Accounts type
Total Exemption Full
Employees
2
Equity
£181,202
Cash
£11,128
Fixed assets
£191,283
Current assets
£19,459
Net current assets/liabilities
£11,609
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BIRKETT, Clare Lesley
Appointed 21 January 2022
DOB: 7/1982
BIRKETT, Matthew James
Appointed 21 January 2022
DOB: 7/1981

Persons with significant control

Mr Matthew James Birkett
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 7/1981
Mrs Clare Lesley Birkett
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent
DOB: 7/1982

Recent Filings

27 February 2026
AA
accounts with accounts type total exemption full
20 January 2026
CS01
confirmation statement with updates
11 February 2025
AA
accounts with accounts type total exemption full
20 January 2025
CS01
confirmation statement with no updates
1 February 2024
AA
accounts with accounts type total exemption full
1 February 2024
CS01
confirmation statement with no updates

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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.