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