Financial AdviserProfile

Simpson Financial Planning Ltd

Public-record profile
Innovation House, Molly Millars Close, Wokingham, RG41 2RX
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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.

Simpson Financial Planning Ltd is listed as a FCA appointed representative in the RG41 2RX area. Registered at Companies House in 1998. FCA records list Sesame Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
1998
Type
FCA appointed representative
Company No.
03658803
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Sesame Limited, FRN 150427 (Full)

Companies House

SIMPSON FINANCIAL PLANNING LIMITED is active and was incorporated on 29 October 1998.

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

Registered office: 60 High Street, Chobham, Surrey, GU24 8AA

Authorisations

FCAactive
Reference: 200312
Type: FCA appointed representative
Company no.: 03658803
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
5 April 2025
Accounts next due
5 January 2027
Accounts type
Micro Entity
Employees
1
Equity
£852
Fixed assets
£395
Current assets
£24,783
Net current assets/liabilities
£4,151
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

SIMPSON, William Henry Alban
Appointed 20 November 1998
DOB: 1/1963

Persons with significant control

Mr William Henry Alban Simpson
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 1/1963

Recent Filings

5 January 2026
AA
accounts with accounts type micro entity
11 November 2025
CS01
confirmation statement with no updates
31 January 2025
AA
accounts with accounts type micro entity
11 November 2024
CS01
confirmation statement with no updates
7 June 2024
AA
accounts with accounts type micro entity
10 November 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.