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BROADWAY FINANCIAL PLANNING LTD

Company
BROADWAY FINANCIAL PLANNING LTD (02971715)

BROADWAY FINANCIAL PLANNING

Phone: 01386 858 121
A⁺ rating

ABOUT BROADWAY FINANCIAL PLANNING LTD

I first met Keri when my late husband sold his company shares and we turned to Broadway Financial Planning for investment advice. Keri quickly impressed us with her vast knowledge and understanding of the financial marketplace and global economies.

Founded in 1994, Broadway Financial Planning was one of the first companies in Britain dedicated to genuine Financial Planning.

We are based in the beautiful Cotswold village of Broadway, where we welcome clients from all over the country and take pride in not only meeting clients’ expectations but exceeding them. We always meet with you at the outset, preferably at our offices in Broadway, to ensure we can create a trusted relationship that we hope will last many years.

We are independent Financial Planners, and our award-winning reputation has been built on us offering a respected, professional, impartial, Financial Planning advice service.

Tony Sellon Award for outstanding contribution to Financial Planning

I am comfortable in the knowledge that if I need advice or help I will get it right away from Broadway Financial Planning.

The Broadway Financial Planning Team is a team of professionals, highly-qualified and dedicated to providing exemplary Financial Planning services. We’re a small team, working in the heart of the Cotswolds, ensuring we not only meet your expectations, but exceed them. We do understand that your initial contact and visit could be at a life-changing time and we want to reassure you and provide you with an excellent service that shows compassion and understanding.

Broadway Financial Planning, Cotswolds

At Broadway Financial Planning, we offer impartial and comprehensive Financial Planning advice, to ensure that your lifelong dreams and plans can become a reality. We want to guide you through the turning points in your life to help you plan with confidence.

We provide you with long-term, bespoke and professionally executed strategic financial solutions to ensure your lifestyle goals are achievable.

Trust, expertise and the very helpful human element combine to provide and excellent service.

KEY FINANCES

Year
2016
Assets
£249.98k ▲ £147.38k (143.66 %)
Cash
£188.07k ▲ £153.59k (445.36 %)
Liabilities
£71.64k ▼ £-4.75k (-6.22 %)
Net Worth
£178.34k ▲ £152.13k (580.52 %)

REGISTRATION INFO

Company name
BROADWAY FINANCIAL PLANNING LTD
Company number
02971715
Status
Active
Categroy
Private Limited Company
Date of Incorporation
22 Sep 1994
Age - 28 years
Home Country
United Kingdom

CONTACTS

Website
www.broadwayfp.co.uk
Phones
01386 858 121
Registered Address
ROSS HOUSE,
THE SQUARE,
STOW ON THE WOLD,
GLOUCESTERSHIRE,
GL54 1AF

ECONOMIC ACTIVITIES

65110
Life insurance
82990
Other business support service activities n.e.c.

THIS BUSINESS IN SOCIAL MEDIA

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LAST EVENTS

09 May 2017
Cancellation of shares. Statement of capital on 5 April 2017 GBP 71
09 May 2017
Purchase of own shares.
07 Apr 2017
Termination of appointment of Simon John Pym Williamson as a director on 5 April 2017

See Also


Last update 2018

BROADWAY FINANCIAL PLANNING LTD DIRECTORS

Keri Michelle Carter

  Acting PSC
Appointed
31 October 2012
Role
Secretary
Address
Rabbit Box Cottage, 94 Gloucester Street, Winchcombe, Gloucestershire, United Kingdom, GL54 5LX
Name
CARTER, Keri Michelle
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 50% but less than 75%

Keri Michelle Carter

  Acting
Appointed
29 January 2009
Occupation
Financial Planner
Role
Director
Age
53
Nationality
British
Address
26 Bloxham Road, Broadway, Worcestershire, WR12 7EU
Country Of Residence
England
Name
CARTER, Keri Michelle

RM REGISTRARS LIMITED

  Resigned
Appointed
22 September 1994
Resigned
22 September 1994
Role
Nominee Secretary
Address
Second Floor, 80 Great Eastern Street, London, EC2A 3RX
Name
RM REGISTRARS LIMITED

Josephine Margaret Williamson

  Resigned PSC
Appointed
29 November 2002
Resigned
31 October 2012
Role
Secretary
Address
Broomhouse, Church Street, Broadway, Worcestershire, WR12 7AE
Name
WILLIAMSON, Josephine Margaret
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Simon John Pym Williamson

  Resigned
Appointed
22 September 1994
Resigned
29 November 2002
Occupation
Financial Advisor
Role
Secretary
Nationality
British
Address
Broom House, Church Street, Broadway, Worcestershire, WR12 7AE
Name
WILLIAMSON, Simon John Pym

Joseph Aspey

  Resigned
Appointed
22 September 1994
Resigned
29 November 2002
Occupation
Insurance Broker
Role
Director
Age
73
Nationality
British
Address
Hollymount, Elmley Road Ashton Under Hill, Evesham, Worcestershire, WR11 7SW
Country Of Residence
United Kingdom
Name
ASPEY, Joseph

Josephine Margaret Williamson

  Resigned
Appointed
29 January 2009
Resigned
31 October 2012
Occupation
Administrator
Role
Director
Age
72
Nationality
British
Address
Broom House, Broadway, Worcestershire, WR12 7AE
Country Of Residence
United Kingdom
Name
WILLIAMSON, Josephine Margaret

Simon John Pym Williamson

  Resigned PSC
Appointed
22 September 1994
Resigned
05 April 2017
Occupation
Financial Advisor
Role
Director
Age
78
Nationality
British
Address
Broom House, Church Street, Broadway, Worcestershire, WR12 7AE
Country Of Residence
United Kingdom
Name
WILLIAMSON, Simon John Pym
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

RM NOMINEES LIMITED

  Resigned
Appointed
22 September 1994
Resigned
22 September 1994
Role
Nominee Director
Address
Second Floor, 80 Great Eastern Street, London, EC2A 3RX
Name
RM NOMINEES LIMITED

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