57 North Financial Planning

57 North Financial Planning provides independent financial planning services. The firm assists individuals and business owners in achieving their financial and lifestyle goals.
  • Retirement planning
  • Investment management
  • Tax-efficient wealth transfer
  • Independent financial planning
  • Business exit strategy planning

Size
Small
Phone
N/A
Email
N/A
Locations
The Greenhouse, Beechwood Business Park, IV2 3BL
01463211311
Digital Popularity
Social Media
Competitors
Watson Wood Financial Planning
Watson Wood Financial Planning is an independent financial planning firm providing unbiased, expert advice to private individuals, business owners, families, and trusts.
City Financial Scotland
City Financial Scotland is a financial planning practice that provides tailored financial advice to clients across the North and North East of Scotland.
Company Details
57 North Financial Planning is operated by 57 North Financial Planning Ltd and is a Active company incorporated on 28 September 2022 with the registered office located in Braintree, Essex. 57 North Financial Planning Ltd was registered 3 years ago.

Status
Active
Size
Micro
Directors
4
Age
3 years old
Employees
11
Turnover
Unreported
Total Assets
£379.69K
Cash in Bank
Unreported
Total Liabilities
-£104.99K

Director • Scottish • Lives in Scotland • Born in Feb 1991
Director • British • Lives in England • Born in Feb 1961
Director • British • Lives in UK • Born in Dec 1996
Director • PSC • British • Lives in Scotland • Born in Aug 1996
Teams
All
8
Management
5
Customer Service
3
Finance
3
Director • Joined Nov 2023
Director • Joined Feb 2023
Client Services Manager • Joined May 2023
Certified Financial Planner • Joined Mar 2025
Trainee Financial Planner • Joined Nov 2024
Client Services • Joined Apr 2023
Trainee Financial Planner • Joined Jul 2024
Client Services
Director • Joined Nov 2023
Director • Joined Feb 2023
Client Services Manager • Joined May 2023
Trainee Financial Planner • Joined Nov 2024
Trainee Financial Planner • Joined Jul 2024
Client Services Manager • Joined May 2023
Client Services • Joined Apr 2023
Client Services
Certified Financial Planner • Joined Mar 2025
Trainee Financial Planner • Joined Nov 2024
Trainee Financial Planner • Joined Jul 2024