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Tag Financial Planning Limited

Tag Financial Planning Limited is an active company incorporated on 3 July 2017 with the registered office located in Plymouth, Devon. Tag Financial Planning Limited was registered 8 years ago.
Status
Active
Active since 6 years ago
Company No
10846528
Private limited company
Age
8 years
Incorporated 3 July 2017
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 11 October 2025 (1 month ago)
Next confirmation dated 11 October 2026
Due by 25 October 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Apr ⟶ 29 Oct 2024 (7 months)
Accounts type is Micro Entity
Next accounts for period 29 October 2025
Due by 29 July 2026 (7 months remaining)
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Contact Update Details
Address
The Apex Brest Road Derriford Business Park
Derriford
Plymouth
PL6 5FL
United Kingdom
Address changed on 1 Jul 2025 (5 months ago)
Previous address was Stonyroyd House 8 Cumberland Road Leeds LS6 2EF England
Telephone
01752 762140
Email
Unreported
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People
Officers
3
Shareholders
1
Controllers (PSC)
1
Stephen David Willis
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Susan Marie Puddephatt
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
True Wealth Planning Solutions Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Succession Financial Management Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Veracity Asset Transformation Service Limited
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
True Wealth Management Limited
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Succession Wealth Management Limited
Stephen David Willis, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Succession Group Ltd
Michelmores Secretaries Limited, Stephen David Willis, and 1 more are mutual people.
Active
Succession Employee Benefit Solutions Limited
Michelmores Secretaries Limited, Stephen David Willis, and 1 more are mutual people.
Active
Lee Strathy Limited
Michelmores Secretaries Limited, Stephen David Willis, and 1 more are mutual people.
Active
True Wealth Planning Solutions Limited
Stephen David Willis, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
29 Oct 2024
For period 29 Mar ⟶ 29 Oct 2024
Traded for 7 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£206.27K
Decreased by £892 (-0%)
Total Liabilities
-£202.8K
Decreased by £1.5K (-1%)
Net Assets
£3.47K
Increased by £603 (+21%)
Debt Ratio (%)
98%
Decreased by 0.3% (-0%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
1 Month Ago on 21 Oct 2025
Micro Accounts Submitted
3 Months Ago on 27 Aug 2025
True Wealth Planning Solutions Limited (PSC) Details Changed
5 Months Ago on 1 Jul 2025
Registered Address Changed
5 Months Ago on 1 Jul 2025
Accounting Period Shortened
6 Months Ago on 28 May 2025
Ms Susan Marie Puddephatt Details Changed
11 Months Ago on 12 Dec 2024
Registers Moved To Inspection Address
1 Year Ago on 28 Nov 2024
Ms Susan Marie Puddephatt Appointed
1 Year 1 Month Ago on 30 Oct 2024
Gavin Johnson Resigned
1 Year 1 Month Ago on 30 Oct 2024
John Baxter Resigned
1 Year 1 Month Ago on 30 Oct 2024
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Documents
Confirmation statement made on 11 October 2025 with updates
Submitted on 21 Oct 2025
Micro company accounts made up to 29 October 2024
Submitted on 27 Aug 2025
Registered office address changed from Stonyroyd House 8 Cumberland Road Leeds LS6 2EF England to The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL on 1 July 2025
Submitted on 1 Jul 2025
Change of details for True Wealth Planning Solutions Limited as a person with significant control on 1 July 2025
Submitted on 1 Jul 2025
Previous accounting period shortened from 31 March 2025 to 29 October 2024
Submitted on 28 May 2025
Director's details changed for Ms Susan Marie Puddephatt on 12 December 2024
Submitted on 16 Dec 2024
Register(s) moved to registered inspection location Woodwater House Pynes Hill Exeter EX2 5WR
Submitted on 28 Nov 2024
Appointment of Ms Susan Marie Puddephatt as a director on 30 October 2024
Submitted on 28 Nov 2024
Appointment of Mr Stephen David Willis as a director on 30 October 2024
Submitted on 27 Nov 2024
Register inspection address has been changed to Woodwater House Pynes Hill Exeter EX2 5WR
Submitted on 27 Nov 2024
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Repayment History
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