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Company profile

Trident Financial Planning Limited

UK company 13729809, incorporated on 8 November 2021.

Financial Planning | Trident Financial Planning | Wokingham

Welcome to Trident Financial Planning. We are an independent financial planning and wealth management company based in Berkshire, UK. We focus on giving you the best financial advice and options in order to meet your financial plans and aspirations.

Company number
13729809
Incorporated
8 Nov 2021
Companies House status
Active

Company identity

Founded / incorporated
8 November 2021

Company number 13729809

Verify at Companies House
Legal name
TRIDENT FINANCIAL PLANNING LIMITED
Company type
LTD
Region
North West England
Registered address
Unknown
Insolvency history
No

Corporate ownership

Updated 07 Jul 2026 09:49

1 level 1 ultimate controller
1
Company Active LTD
Trident Financial Planning Limited
CRN 13729809
2
Direct and ultimate controller Active LTD
Greystone Financial Services (Holdings) Limited
CRN 05906384

Latest accounts

Financial period: 1 Jan 2024 to 31 Dec 2024

FULLACCOUNTS
Turnover
Unknown
Profit / Loss
Unknown
Employees
4

Company events

Reference milestones and recent Companies House filing stream events.

2 events
22 Sep
2026

Accounts With Accounts Type Full

Accounts Analysed

AA | Transaction MzU0NjIyNTYzM2FkaXF6a2N4

Published 22 Sep 2026 09:29

08 Nov
2021

Incorporated

Inception

Company registered at Companies House