# Trident Financial Planning (Trident Financial Planning Limited)

Private limited company registered in Altrincham, classed under “Financial intermediation not elsewhere classified”.

- Company number: 13729809
- Status: Active
- Type: Private limited company
- Incorporated: 8 November 2021
- Registered office: Foundation House, Scott Drive, Altrincham, Cheshire, WA15 8AB
- Location: Altrincham, Cheshire
- Activity: Financial intermediation not elsewhere classified

## Latest filed profit

Profit after tax in the year to 31 December 2025: **£466k**, from its latest filed accounts.

Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers.

## Questions people ask

### What does Trident Financial Planning do?

Private limited company registered in Altrincham, classed under “Financial intermediation not elsewhere classified”.

### How much turnover does Trident Financial Planning make?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/trident-financial-planning-13729809

### Is Trident Financial Planning profitable?

Yes: it made a profit after tax of £466k in the year to 31 December 2025, its latest filed accounts.

### How many people work at Trident Financial Planning?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/trident-financial-planning-13729809

### Who runs and owns Trident Financial Planning?

Its directors are Duncan Alexander Forbes, Andrew Wagstaff. Its owners are shown to subscribers.

### Where is Trident Financial Planning based?

Its registered office is Foundation House, Scott Drive, Altrincham, Cheshire, WA15 8AB, in Altrincham, Cheshire.

### When was Trident Financial Planning founded?

Trident Financial Planning Limited was incorporated on 8 November 2021.

### Is Trident Financial Planning still trading?

The register lists Trident Financial Planning Limited as active.

## Timeline

Recent filings and changes at Companies House.

- 2026-09-22: Full accounts made up to 31 December 2025
- 2025-09-27: Accounts for a small company made up to 31 December 2024
- 2024-11-14: Cessation of Connectus Wealth Group Limited as a person with significant control on 30 September 2024
- 2024-11-14: Notification of Greystone Financial Services (Holdings) Limited as a person with significant control on 1 October 2024
- 2024-08-07: Accounts for a small company made up to 31 December 2023
- 2024-08-01: Notification of Connectus Wealth Group Limited as a person with significant control on 31 July 2024
- 2024-08-01: Cessation of Connectus Wealth Limited as a person with significant control on 31 July 2024
- 2023-10-05: Termination of appointment of Vincent Reeves as a director on 1 October 2023
- 2023-06-09: Accounts for a small company made up to 31 December 2022
- 2022-11-21: Accounts for a dormant company made up to 31 December 2021
- 2022-08-16: Change of details for Trident Financial Planning Limited as a person with significant control on 26 November 2021
- 2022-04-25: Previous accounting period shortened from 30 November 2022 to 31 December 2021
- 2021-11-26: Certificate of change of name
- 2021-11-26: Resolutions
- 2021-11-08: Incorporation

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Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/trident-financial-planning-13729809