Financial AdviserProfile

Wolds Financial Planning Ltd

Public-record profile
56 The Mile, Pocklington, York, YO42 2HG
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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.

Wolds Financial Planning Ltd is listed as a FCA appointed representative in the YO42 2HG 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.
12328306
SIC
64999
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

WOLDS FINANCIAL PLANNING LTD is active and was incorporated on 22 November 2019.

Nature of business: 64999 - Financial intermediation not elsewhere classified, 66220 - Activities of insurance agents and brokers

Registered office: 56 The Mile, Pocklington, York, East Riding Of Yorkshire, YO42 2HG, England

Authorisations

FCAactive
Reference: 922057
Type: FCA appointed representative
Company no.: 12328306
Verified:
View public register

Company Snapshot

Industry
Accounting & Tax Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Micro Entity
Employees
1
Equity
£37,691
Fixed assets
£35,721
Current assets
£15,196
Net current assets/liabilities
£4,195
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

THOMPSON, Graham Richard
Appointed 22 November 2019
DOB: 11/1973

Persons with significant control

Mr Graham Richard Thompson
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 11/1973

Recent Filings

21 November 2025
CS01
confirmation statement with no updates
3 November 2025
AA
accounts with accounts type micro entity
21 November 2024
CS01
confirmation statement with no updates
9 August 2024
AA
accounts with accounts type micro entity
21 November 2023
CS01
confirmation statement with no updates
18 July 2023
AA
accounts with accounts type micro entity

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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.