Tag Financial Planning Limited

#10846528 • Active

TAG Financial Planning is dedicated to helping individuals and businesses make informed financial choices. They work closely with clients to create bespoke financial plans that align with their unique goals and circumstances.

Founded: 3 Jul 2017
Industries:
64999 - Financial intermediation not elsewhere classified
Website: tagfinancialplanning.co.uk
Phone: 03303503215
Email: info@tagfp.co.uk
Location: Plymouth

Products & Services

• financial planner
• financial planning
• tax efficiency
• tax efficiency strategies
• wealth management

Financial Snapshot

Last accounts made up to 29 Oct 2024
Next accounts due 29 Jan 2027 (12 months)
Cash in Bank
£0.34m
↓ 23%
Turnover
£2.1m
↑ 15%
EBITDA
£0.45m
↑ 8%
Gross Profit
£0.89m
↑ 12%
Total Liabilities
£0.72m
↓ 17%
Employees
14
↑ 0%
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People

Officers
2
Shareholders
2
Controllers (PSC)
2
Susan Marie Puddephatt
Director • British • Lives in England • Born in Oct 1962
Stephen David Willis
Director • British • Lives in England • Born in Feb 1980
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Registered Office Address

The Apex Brest Road Derriford Business Park

Derriford

Plymouth

PL6 5FL

United Kingdom

Basic Information

LTD
3 Jul 2017
ENGLAND WALES
Yes

Industry Classification

64999

Company Attributes

N/A
N/A
N/A
N/A

Summary

7
Officers
2
PSCs
0
Filings