CMC FINANCIAL PLANNING LIMITED
● ActiveActive Irish company in Kildare, incorporated 11 November 2016 — NACE 66.22, CRO 592816.
Overview
CMC Financial Planning Limited is a financial planning firm based in Ireland, offering bespoke financial advice and investment portfolio reviews. The company specializes in creating tailored financial plans covering retirement planning, estate and tax planning, mortgage advice, income in retirement, investments, and third-level education costs. It serves existing clients through a dedicated portal for monitoring policy values in real time and booking annual reviews or portfolio meetings. The firm is led by Chris McKenzie, a Managing Director with CFP®, QFA, and SIA qualifications. The name suggests a focus on personal financial advisory services. The website highlights client engagement and ongoing financial guidance as core offerings. Beyond registry-level identification, no further business details are publicly captured.
Location & registered address
Industry classification
NACE Rev. 2 — 66.22
Company facts
Sourced from Companies Registration Office (CRO)
Legal name
CMC FINANCIAL PLANNING LIMITED
CRO number
592816
Status
Active
Legal form
Ltd - Private Company Limited By Shares
Incorporated
11 November 2016
Operating years
10 years
Registered county
Kildare
Registered office
70 Leinster Wood, Carton Demesne, Maynooth, KILDARE, Ireland
Last annual return
31 December 2024
Last accounts
31 December 2024
Frequently asked questions
What does CMC FINANCIAL PLANNING LIMITED do?
CMC Financial Planning Limited is a financial planning firm based in Ireland, offering bespoke financial advice and investment portfolio reviews.
Where is CMC FINANCIAL PLANNING LIMITED based?
CMC FINANCIAL PLANNING LIMITED's registered office is at 70 Leinster Wood, Carton Demesne, Maynooth, Kildare, Ireland.
When was CMC FINANCIAL PLANNING LIMITED founded?
CMC FINANCIAL PLANNING LIMITED was incorporated with the Irish Companies Registration Office on 11 November 2016, more than 9 years ago.
Is CMC FINANCIAL PLANNING LIMITED still active?
Yes. The company is listed with the Companies Registration Office under status 'Normal' as of the most recent filing on 31 December 2024.
What is the CRO number for CMC FINANCIAL PLANNING LIMITED?
592816.
Where this data comes from
About this summary — the prose Overview above is generated by an LLM from the cited sources. Factual fields (CRO number, status, dates, address, NACE code) come directly from the Companies Registration Office. If you spot an error, please report it →
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