TAG Financial Planning Limited
Company 10846528 Active
Connected board network
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This company's record is public. The network of who else its directors govern is compiled from the registers by us, and an account keeps it out of bulk scrapers.
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How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.
2 directors on the board
- Adrian Webb Director · appointed 2026
- Stephen David Willis Director · appointed 2024
First-time vs portfolio directors
Portfolio (2)
- Adrian Webb Director · appointed 2026
- Stephen David Willis Director · appointed 2024
Left in the last 12 months
- Susan Marie Puddephatt Director · appointed 2024 · resigned 2026
Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more directors with this board - a real structural link, such as a subsidiary or group company. Connected through a shared director share exactly one person - a genuine connection, but not the same group.
Related organisations
- Veracity Asset Transformation Service Limited 2 shared directors
- True Wealth Management Limited 2 shared directors
- True Wealth Planning Solutions Limited 2 shared directors
- True Financial Partnerships Limited 2 shared directors
- Cutter & CO Financial Planning Limited 2 shared directors
- LAW Society (NI) Financial Advice Limited 2 shared directors
Deterministic, from public records.
Company details
| Number | 10846528 |
| Status | Active |
| Type | Private Limited Company |
| Incorporated | 03/07/2017 |
| Address | THE APEX BREST ROAD DERRIFORD BUSINESS PARK, DERRIFORD, PLYMOUTH, PL6 5FL |
| Accounts next due | 29/01/2027 |
| Accounts last made up | 29/10/2024 |
Industry (SIC)
Owned by (1) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- True Wealth Planning Solutions Limited
50-75% shares, 50-75% voting, appoints directors · notified 2018-10-11
Officers (7)
- Adrian Webb Director · appointed 2026
- Stephen David Willis Director · appointed 2024
Show 5 former officers
- Susan Marie Puddephatt Director · appointed 2024 · resigned 2026
- John Baxter Director · appointed 2018 · resigned 2024
- Timothy Peter Crew Director · appointed 2018 · resigned 2024
- Gavin Johnson Director · appointed 2017 · resigned 2024
- Giovanni Angelo Ruggieri Director · appointed 2017 · resigned 2018
Directors and officers on the Companies House record, current and former.
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