AFFINITY LEGACY PLANNING LLP
Company number OC387912 · Monitor this company
Executive summary
Affinity Legacy Planning LLP operates as a lean, boutique wealth management firm leveraging a prestigious market presence to offer bespoke legacy and estate planning services. While its low-cost structure and comprehensive service suite provide a solid foundation, the firm's growth is currently constrained by key-person dependency and thin capital reserves. To unlock its full potential, leadership must balance member distributions with strategic reinvestment into talent acquisition and digital infrastructure.
Overview
- Company type
- Limited Liability Partnership
- Incorporated
- 2013-09-17
- Registered office
- 49 Grosvenor Street, Mayfair, London, England, W1K 3HP
- Postcode
- W1K 3HP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2025-09-17
- Next due by
- 2026-10-01
Officers 2 current · 3 resigned
Group structure
Controlled by AFFINITY LEGACY PLANNING HOLDINGS LIMITED — since 2016-04-06
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — ZA455667 (Tier 1), registered since 2018.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- affinitylegacy.co.uk
- Phone
- 01625545745, 02082262120, 01625524510
Affinity Legacy Planning specialise in providing expert guidance for Pensions, Retirement Planning, Real Estate, Wealth Protection, Wills, and Trusts. Our team of experienced professionals is dedicated to helping you secure your financial future and protect your assets
The class of 2013
22%
of the 530,498 companies incorporated in 2013 are still active today; 75% have since been dissolved.
A fact about the year, not a forecast for this company.