TAG FINANCIAL PLANNING LIMITED

Company number 10846528 ·

Active

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Shareholders' funds

£3,472

Balance sheet as at 2024-10-29

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2017-07-03
Employees
3 (2024 accounts)
Registered office
The Apex Brest Road Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
Postcode
PL6 5FL
Capital
1,000 GBP
Accounts category
Micro

Accounts

Last made up to
2024-10-29
Next due by
2027-01-29
Financial year end
29 April

Confirmation statement

Last statement dated
2026-10-11
Next due by
2027-10-25
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 3 current · 5 resigned

Subscribers only Director
Subscribers only Appointed 2026-03-31
Subscribers only Corporate Secretary
Appointed 2024-10-30
Subscribers only Director
Appointed 2024-10-30

View all officers and resignations →

Group structure

Controlled by SUCCESSION GROUP LTD — since 2026-09-09

Controlled by TRUE WEALTH PLANNING SOLUTIONS LIMITED — since 2018-10-11

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — ZA483465 (Tier 1), registered since 2019.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
tagfinancialplanning.co.uk
Phone
+44 0000 000000, 000 000 000, 000 000 0000

TAG Financial Planning | Succession Wealth

Previous registered addresses 1

AddressChanged on
NEW CAMBRIDGE HOUSE BASSINGBOURN ROAD, LITLINGTON, ROYSTON, SG8 0SS, UNITED KINGDOM2017-09-25

At this address

Among the biggest employers

of 80 similar companies in PL, with 3 staff.

Competitors Plymouth

This company ranks 77 among financial intermediation not elsewhere classified in Plymouth.

Full league table →

The class of 2017

33%

of the 3,616 companies in this sector incorporated in 2017 are still active today; 63% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.