CITY FINANCIAL PLANNING (EXETER) LIMITED

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 (5 active)

PEARSON, Mark Robert

director · appointed 2024-10-15 · born 12/1966 (age 60)

QUIRKE, Timothy Patrick

director · appointed 2003-11-12 · born 2/1962 (age 64)

SWIGGS, Clive

director · appointed 2012-04-23 · born 2/1966 (age 60)

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)

City Financial Planning Limited

75-100% shares · 75-100% voting · board control

4. Group structure

City Financial Planning Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

City Financial Planning Limited

Corporate parent · 75-100%

5. Security

3 total charges (0 outstanding, 3 satisfied).

Headline verdict

Opportunity score

79/100 (Strong)

Owner dependency

moderate — 58/100

Red flags

0 high · 1 medium · 0 low