CompanyCore
UK company intelligence
Company profile report
Prepared 28 July 2026

CITY FINANCIAL PLANNING LIMITED

03224580 · ltd · incorporated 1996-07-15

1. Company facts

Status
active
Lifecycle
🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.
Jurisdiction
england-wales
Registered office
3 Princes Buildings, Bath, BA1 2ED, England
SIC codes
66190 — Other activities auxiliary to financial services, except insurance and pension funding
Accounts next due
2026-12-31
Confirmation statement next due
2026-09-26

2. Directors (4 active)

PEARSON, Mark Robert
director · appointed 2024-10-15 · born 12/1966 (age 60)
QUIRKE, Timothy Patrick
director · appointed 2001-12-05 · born 2/1962 (age 64)
VALENTINE, Iain Alexander
director · appointed 2025-09-19 · born 6/1962 (age 64)
WEBSTER, Craig
director · appointed 2024-10-15 · born 12/1971 (age 55)

3. Shareholders (1 active)

Advanta Solutions Ltd.
75-100% shares · 75-100% voting · board control

4. Group structure

Advanta Solutions Ltd. is the ultimate parent — holding 75%+ shares. This company sits inside their group.

Advanta Solutions Ltd.
Corporate parent · 75-100%

5. Security

5 total charges (0 outstanding, 5 satisfied).

Headline verdict

Opportunity score
79/100 (Strong)
Owner dependency
moderate — 58/100
Red flags
0 high · 1 medium · 0 low