Skip to content
Governance Register
Sign inFind yourself
Find yourselfSign in
Search How it works For organisations For professionals

Edition

United Kingdom (current)IrelandUnited StatesNew ZealandCanadaAustraliaScotlandNorthern Ireland

Company · Belfast

North Financial Planning LTD

Activities auxiliary to financial intermediation n.e.c.

How am I connected?
More
View network map Report an issue

Official record Companies House · updated 27th September 2026 · Sources

Network

The large node is North Financial Planning LTD. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Previous officers 5

  1. Jennifer Andrea Schwartz 2021-2023 Director View profile
  2. Richard Martial Schwartz 2009-2023 Director View profile
  3. Anne Theresa Mccorry 2009-2011 Director View profile
  4. Charlotte Angela Forbes 2023-2025 Secretary View profile
  5. Anne Mccorry 2011-2023 Secretary View profile

Directors and secretaries as filed at Companies House.

Do you help lead this organisation? Set up its network · How it works

About

What it does
Activities auxiliary to financial intermediation n.e.c.
Incorporated
24/09/2009
Registered office
Belfast

Ownership

Owned by (3) 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.

  • Jennifer Andrea Schwartz ceased 2023-04-06
    25-50% shares · notified 2021-09-17
  • Adviser Services Group Holdings Limited
    75-100% shares, 75-100% voting, appoints directors · notified 2025-03-20
  • Adviser Services Holdings Limited ceased 2025-03-20
    75-100% shares, 75-100% voting · notified 2023-04-06
  • Possible match - 2 people share this nameiPossible matchThis PSC filing could not be confirmed to one individual - 2 people share this name on the public record. Not shown as confirmed ownership.

Group

  1. North Financial Planning LTD is controlled by Richard Martial Schwartz
    Evidence
    ceased 25-50% shares · notified 2018-01-01, ceased 2023-04-06 · source: Companies House PSC register

Ultimately controlled by Richard Martial Schwartz.

4 other companies in this group

Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.

Board analysis

Board DNA

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.

3 directors on the board

3.2y median 3.2y
average tenure
3.2y
longest tenure
0
directors past 6 years

First-time vs portfolio directors

Portfolio (3)

0
left in the last 12 months

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.

Finance 47Dormant 4Professional services 4Business services 1Other services 1

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.

Sources

Official record from Companies House. Governance Register calculates the connections.

Record details
Company number
NI073930
Status
Active
Type
Private Limited Company
Accounts next due
30/09/2027
Edition
Register edition compiled 27th September 2026
Labels
Official record from Companies House · Calculated derived by Governance Register.

Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data