Cg Wealth Planning Limited

08284862

active

Private Limited Company

england wales

Companies House

Health Score

65 / 100

Some Concerns

25/30

Filing

0/30

Financial

40/40

Risk

No risk factors detected.

Details

88 WOOD STREET, LONDON, EC2V 7QR

Incorporated 07/11/2012

Compliance

Last accounts

31/03/2025

full

Next accounts due

31/12/2026

On track

Confirmation statement

Last: 11/04/2026

Due 25/04/2027

On track

Industry

64999

Other financial service activities

Officers

Mr Matthew David Phillips

director · Since 27/10/2014

DIRECTOR

BRITISH · UNITED KINGDOM

Also on 1 other board

Mr Stephen Leigh Massey

director · Since 05/09/2019

NON-EXECUTIVE DIRECTOR

BRITISH · ENGLAND

Also on 28 other boards

Mrs Jill Patricia Mcaleenan

director · Since 05/12/2019

NON-EXECUTIVE DIRECTOR

BRITISH · ENGLAND

Also on 6 other boards

Mr Duncan Muir Stratford

director · Since 20/05/2020

HEAD OF UK FRONT OFFICE

BRITISH · ENGLAND

Also on 1 other board

Mrs Gemma Eileen Harle

director · Since 09/10/2023

NON EXECUTIVE DIRECTOR

BRITISH · ENGLAND

Also on 2 other boards

Mr David Esfandi

director · Since 01/04/2024

CHIEF EXECUTIVE

BRITISH · ENGLAND

Also on 7 other boards

Ms Carla Rosaline Stent

director · Since 21/10/2026

BRITISH · ENGLAND

Persons with Significant Control

Canaccord Genuity Wealth Group Limited

75–100% shares

75–100% votes

Reg: 05346642 · Companies House · Private Limited Company

Notified 24/03/2020