Financial AdviserProfile

Lisa Nugent Financial Planning Limited

Public-record profile
9 Tamworth Avenue, Woodford Green, IG8 9RF
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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.

Lisa Nugent Financial Planning Limited is listed as a FCA appointed representative in the IG8 9RF area. Registered at Companies House in 2019. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2019
Type
FCA appointed representative
Company No.
11827306
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

2 Plan Wealth Management Limited, FRN 461598 (Full)

Companies House

LISA NUGENT FINANCIAL PLANNING LIMITED is active and was incorporated on 14 February 2019.

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

Registered office: 249 Cranbrook Road, Ilford, IG1 4TG, United Kingdom

Authorisations

FCAactive
Reference: 836307
Type: FCA appointed representative
Company no.: 11827306
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
31 December 2026
Accounts type
Total Exemption Full
Employees
1
Equity
£100
Cash
£16,887
Net current assets/liabilities
-£295
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

BENDELL, Lisa
Appointed 14 February 2019
DOB: 2/1970

Persons with significant control

Mrs Lisa Bendell
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent
DOB: 2/1970

Recent Filings

13 February 2026
CS01
confirmation statement with no updates
29 May 2025
AA
accounts with accounts type total exemption full
17 February 2025
CS01
confirmation statement with no updates
10 December 2024
AA
accounts with accounts type total exemption full
13 February 2024
CS01
confirmation statement with no updates
11 December 2023
AA
accounts with accounts type total exemption full

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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.