Financial AdviserProfile

Peninsula Financial Planning (Wirral) Ltd

Public-record profile
14 Springfield Avenue, Wirral, CH48 9UZ
Claim Profile

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.

Peninsula Financial Planning (Wirral) Ltd is listed as a FCA appointed representative in the CH48 9UZ area. Registered at Companies House in 2025. 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
2025
Type
FCA appointed representative
Company No.
16437418
SIC
66190
Services
1

Are you the business owner?

Your competitors are using AI to handle out-of-hours calls instantly. Activate 24/7 voice triage on this profile for free.

Activate UseSam AI

Protect Your Business Too

Found your adviser? Ensure your business scale is protected. Structure PMI or Life cover instantly alongside your new advisory setup with WeCovr.

Explore Protection Plans

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

PENINSULA FINANCIAL PLANNING (WIRRAL) LTD is active and was incorporated on 8 May 2025.

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

Registered office: 1 Pye Road, Wirral, Merseyside, CH60 0DB, England

Authorisations

FCAactive
Reference: 1039731
Type: FCA appointed representative
Company no.: 16437418
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Accounts next due
8 February 2027
Accounts type
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CUNNINGHAM, Andrew
Appointed 8 May 2025
DOB: 8/1979
TAYLOR, Lynn
Appointed 8 May 2025
DOB: 7/1981

Persons with significant control

Miss Lynn Taylor
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Ownership Of Shares 25 To 50 Percent As Trust
DOB: 7/1981
Mr Andrew Cunningham
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Ownership Of Shares 50 To 75 Percent As Trust
DOB: 8/1979

Recent Filings

2 July 2025
PSC04
change to a person with significant control
2 July 2025
PSC04
change to a person with significant control
8 May 2025
NEWINC
incorporation company

Verified Reviews

Reviews are sorted by verification strength, then recency.

No verified reviews have been published for Peninsula Financial Planning (Wirral) Ltd yet.

Leave a Verified Review

UseSam client links are verified automatically. LinkedIn sign-in adds professional identity context.

Review verificationPending Verification

Email-only reviews require manual approval before publication.

Sign in with LinkedIn to Review

Location

Loading map...

You'll find Peninsula Financial Planning (Wirral) Ltd at the location shown on the map in Wirral.

Other Financial Advisers in or near Wirral

Explore other listed profiles in your area

Is this your profile?

Claim your profile to activate a VerifiedAdvisers AI receptionist with a dedicated phone number and routed client enquiries.

Claim Profile

✓ Dedicated AI receptionist number

✓ Routed client enquiries

✓ Profile verification and review tools

ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.