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HALDON FINANCIAL LIMITED

Company
HALDON FINANCIAL LIMITED (07198574)

HALDON FINANCIAL

Phone: 01803 611 850
A⁺ rating

ABOUT HALDON FINANCIAL LIMITED

Haldon Financial Ltd is a firm of Independent Financial Advisers established by Mark Coombe, who has been awarded the prestigious Chartered Financial Planner status. The Company offers a clear and fresh approach to financial planning for life...

In 2006, in a drive to raise the public standing of financial services, the Privy Council granted permission to the Chartered Insurance Institute (CII) to award the title of Chartered Financial Planner. This is good news for clients who seek reassurance that their chosen financial adviser is a highly-qualified professional. Mark has been awarded the prestigious Chartered Financial Planner status and is a Fellow of the Personal Finance Society, thereby joining an elite minority of advisers with these achievements.

Mark holds a monthly Financial Planning surgery in conjunction with Age UK at Paignton. He has helped numerous retired clients who would otherwise have consulted their bank or worse still, received no advice regarding their financial affairs.

Unlike the advice received from your local bank, advice offered is completely independent as there is no allegiance or association with any product provider or fund management group. This ensures that recommendations are based solely on client specific needs. Haldon Financial Ltd offers bespoke financial planning to suit all your personal needs. We provide an individually tailored service encompassing all aspects of personal and corporate financial advice. Being an independent adviser means greater freedom of choice for the client. This enables us to focus on the client's individual set of circumstances, needs and requirements and offering unbiased advice on the most suitable products and services available.

Haldon Financial Ltd builds on this wealth of knowledge and experience in developing long-term relationships with its clients and adapting to their needs and changes in circumstances throughout their life whether that be pre-retirement, at-retirement or post-retirement. We have advised a wide range of clients - from whole families to businesses since 1997.

Mark is local to Torbay and has been providing financial services, advising clients and working with businesses throughout the Devon community since 1997. Haldon Financial Ltd can offer the flexibility of visiting clients in the comfort of their own homes or businesses at times and locations convenient to their working schedules.

Haldon Financial Ltd is entered on the FCA register (http://www.fca.gov.uk/register/) under reference 578320

Registered in England Company No. 07198574.

KEY FINANCES

Year
2017
Assets
£133.66k ▲ £65.63k (96.48 %)
Cash
£0k ▼ £-62.89k (-100.00 %)
Liabilities
£40.88k ▲ £7.69k (23.18 %)
Net Worth
£92.79k ▲ £57.94k (166.28 %)

REGISTRATION INFO

Company name
HALDON FINANCIAL LIMITED
Company number
07198574
Status
Active
Categroy
Private Limited Company
Date of Incorporation
22 Mar 2010
Age - 11 years
Home Country
United Kingdom

CONTACTS

Website
haldonfinancial.co.uk
Phones
01803 611 850
Registered Address
HALDON MEWS,
HALDON ROAD,
TORQUAY,
DEVON,
UNITED KINGDOM,
TQ1 2LY

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

LAST EVENTS

21 Jun 2016
Statement of capital following an allotment of shares on 17 June 2016 GBP 110
12 May 2016
Total exemption small company accounts made up to 31 March 2016
28 Mar 2016
Annual return made up to 22 March 2016 with full list of shareholders Statement of capital on 2016-03-28 GBP 100

See Also

HALDON FINANCIAL LIMITED DIRECTORS

Mark Andrew Coombe

  Acting
Appointed
22 March 2010
Occupation
Financial Adviser
Role
Director
Age
53
Nationality
British
Address
Haldon Mews, Haldon Road, Torquay, Devon, United Kingdom, TQ1 2LY
Country Of Residence
United Kingdom
Name
COOMBE, Mark Andrew

Anne Coombe

  Resigned
Appointed
22 March 2010
Resigned
27 February 2015
Role
Secretary
Address
Office 12, Paignton Innovation Centre, Long Road, Paignton, Devon, United Kingdom, TQ4 7EJ
Name
COOMBE, Anne

REVIEWS


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Excellent according to the company’s financial health.