Financial AdviserProfile

Parkside Financial Planning Ltd

Public-record profile
Witney Innovation Centre, Windrush House, Windrush Industrial Park, Burford Rd, Witney, OX29 7DX
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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.

Parkside Financial Planning Ltd is listed as a FCA appointed representative in the OX29 7DX 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.
14381042
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

PARKSIDE FINANCIAL PLANNING LTD is active and was incorporated on 27 September 2022.

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

Registered office: 2 Crossways Business Centre Bicester Road, Kingswood, Aylesbury, HP18 0RA, United Kingdom

Authorisations

FCAactive
Reference: 986599
Type: FCA appointed representative
Company no.: 14381042
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Micro Entity
Employees
2
Equity
£29,195
Fixed assets
£895,741
Current assets
£42,504
Net current assets/liabilities
£313,665
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

O'LEARY, Kieran Patrick
Appointed 27 September 2022
DOB: 5/1980
O'LEARY, Sally Ann
Appointed 27 September 2022
DOB: 10/1978

Persons with significant control

Mrs Sally Ann O'Leary
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 10/1978
Mr Kieran Patrick O'Leary
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 5/1980

Recent Filings

26 September 2025
CS01
confirmation statement with no updates
25 September 2025
AA
accounts with accounts type micro entity
30 October 2024
CS01
confirmation statement with no updates
27 June 2024
AA
accounts with accounts type micro entity
23 February 2024
AA01
change account reference date company previous extended
26 October 2023
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.