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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 7
  • 1
    Allen, Stephen Richard
    Financial Adviser born in August 1970
    Individual (1 offspring)
    Officer
    1999-08-06 ~ 2004-12-01
    OF - Director → CIF 0
  • 2
    Jones, Alan Lewis
    Financial Adviser born in June 1957
    Individual (10 offsprings)
    Officer
    1999-08-06 ~ 2021-10-15
    OF - Director → CIF 0
    Mr Alan Lewis Jones
    Born in June 1957
    Individual (10 offsprings)
    Person with significant control
    2016-04-06 ~ 2021-10-15
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Right to appoint or remove directorsCIF 0
  • 3
    Jones, Matthew Alan
    Financial Adviser born in September 1988
    Individual (2 offsprings)
    Officer
    2021-10-15 ~ now
    OF - Director → CIF 0
    2017-11-15 ~ 2020-05-26
    OF - Director → CIF 0
  • 4
    Jones, Diane
    Administrator born in October 1957
    Individual (2 offsprings)
    Officer
    2016-06-01 ~ 2021-10-15
    OF - Director → CIF 0
    Jones, Diane
    Individual (2 offsprings)
    Officer
    1999-08-06 ~ 2021-10-15
    OF - Secretary → CIF 0
    Mrs Diane Jones
    Born in October 1957
    Individual (2 offsprings)
    Person with significant control
    2016-11-01 ~ 2021-10-15
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 5
    APEX FINANCIAL SERVICES & WEALTH MANAGEMENT LTD
    13153437
    Midway House, Herrick Way, Staverton, Cheltenham, England
    Active Corporate (2 parents, 1 offspring)
    Person with significant control
    2021-10-15 ~ now
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
  • 6
    CRS LEGAL SERVICES LIMITED
    02564808
    Newfoundland Chambers, 43a Whitchurch Road, Cardiff, South Glamorgan
    Dissolved Corporate (5 parents, 2242 offsprings)
    Officer
    1999-07-30 ~ 1999-08-06
    OF - Nominee Secretary → CIF 0
  • 7
    MC FORMATIONS LIMITED
    M C FORMATIONS LIMITED 02565018
    Newfoundland Chambers, 43a Whitchurch Road, Cardiff, South Glamorgan
    Dissolved Corporate (5 parents, 1836 offsprings)
    Officer
    1999-07-30 ~ 1999-08-06
    OF - Nominee Director → CIF 0
parent relation
Company in focus

AXIS FINANCIAL PLANNING LIMITED

Period: 1999-08-06 ~ now
Company number: 03816687
Registered names
AXIS FINANCIAL PLANNING LIMITED - now
Standard Industrial Classification
65300 - Pension Funding
65110 - Life Insurance
Brief company account
Creditors
Current
-52,996 GBP2024-10-15
-52,996 GBP2023-10-15
Net Current Assets/Liabilities
-52,996 GBP2024-10-15
-52,996 GBP2023-10-15
Total Assets Less Current Liabilities
-52,996 GBP2024-10-15
-52,996 GBP2023-10-15
Equity
Called up share capital
1,000 GBP2024-10-15
1,000 GBP2023-10-15
Retained earnings (accumulated losses)
-53,996 GBP2024-10-15
-53,996 GBP2023-10-15
Equity
-52,996 GBP2024-10-15
-52,996 GBP2023-10-15
Average Number of Employees
12023-10-16 ~ 2024-10-15
12022-10-16 ~ 2023-10-15
Other Creditors
Current
52,996 GBP2024-10-15
52,996 GBP2023-10-15

  • AXIS FINANCIAL PLANNING LIMITED
    Info
    A & J FINANCIAL PLANNING LIMITED - 1999-08-06
    Registered number 03816687
    Tor, St. Cloud Way, Maidenhead, Berkshire SL6 8BN
    PRIVATE LIMITED COMPANY incorporated on 1999-07-30 (26 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2024-07-14
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 9 February 2026 and licensed under the Open Government Licence v3.0.