ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED

Key Data

Status

Active

Company No.

04020006

Incorporation date

22/06/2000

Size

Total Exemption Full

Classification

Financial management (70.22/1 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 21/06/2005)

16/10/2025

Notification of Smw Financial Limited as a person with significant control on 2016-04-06

View PDF (2 pages)

16/10/2025

Cessation of Sonia Margaret Wheeler as a person with significant control on 2025-10-16

View PDF (1 pages)

21/08/2025

Change of details for Miss Sonia Margaret Wheeler as a person with significant control on 2025-08-21

View PDF (2 pages)

21/08/2025

Director's details changed for Miss Sonia Margaret Wheeler on 2025-08-21

View PDF (2 pages)

25/06/2025

Confirmation statement made on 2025-06-23 with no updates

View PDF (3 pages)

23/05/2025

Total exemption full accounts made up to 2024-12-31

View PDF (10 pages)

25/06/2024

Confirmation statement made on 2024-06-23 with no updates

View PDF (3 pages)

03/05/2024

Total exemption full accounts made up to 2023-12-31

View PDF (10 pages)

10/01/2024

Appointment of Mrs Georgina Rose Dormer as a secretary on 2024-01-08

View PDF (2 pages)

04/01/2024

Termination of appointment of Rebecca Sandra Da Silva Wheeler as a director on 2024-01-04

View PDF (1 pages)

04/07/2023

Unaudited abridged accounts made up to 2022-12-31

View PDF (9 pages)

27/06/2023

Confirmation statement made on 2023-06-23 with no updates

View PDF (3 pages)

30/03/2015

Registered office address changed from , 2 Old Bath Road, Newbury, Berkshire, RG14 1QL to 1-2 Great Farm Barns West Woodhay Newbury Berkshire RG20 0BP on 2015-03-30

View PDF (1 pages)

24/11/2008

Registered office changed on 24/11/2008 from, 21-22 park way, newbury, berkshire, RG14 1EE

View PDF (1 pages)

21/06/2005

Registered office changed on 21/06/05 from:\37 london road, newbury, berkshire RG14 1JL

View PDF (1 pages)

2031

0 % *

* during past year

Total Assets

£0.00

2031

0 *

* during past year

Number of employees

2031

0 % *

* during past year

Cash in Bank

£0.00

Business linkages

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Confirmation

Last made up date

31/12/2024

Next confirmation date

23/06/2026

Last change occurred

31/12/2024

Accounts

Total Exemption Full

Last made up date

31/12/2024

Next account date

31/12/2025

Next due on

30/09/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
7
614.38K
-
0.00
398.04K
-

2022
7
362.69K
-
0.00
46.86K
-

2031
-
-
-
0.00
-
-

2031
-
-
-
0.00
-
-

Employees

2031

Employees

Net Assets(GBP)

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
B.H. COMPANY SECRETARIES LIMITED	Corporate Secretary	20/01/2014 - 09/10/2014	3
B H COMPANY SECRETARIES LTD	Corporate Secretary	22/06/2000 - 22/06/2000	294
Wheeler, Sonia Margaret	Director	14/12/2010 - Present	14
Newport, Helen Mary	Director	22/06/2000 - 20/01/2014	3
Da Silva Wheeler, Rebecca Sandra, Dr	Director	16/10/2017 - 04/01/2024	1

Persons with Significant Control

This information is available in our reports and to subscription users.

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15/04/1996

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Description

About ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED is an(a) Active company incorporated on 22/06/2000 with the registered office located at 1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire RG20 0BP. There are currently 2 active directors according to the latest confirmation statement. Number of employees Unknown according to last financial statements.

Frequently Asked Questions

What is the current status of ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED?

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED is currently Active. It was registered on 22/06/2000 .

Where is ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED located?

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED is registered at 1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire RG20 0BP.

What does ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED do?

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED operates in the Financial management (70.22/1 - SIC 2007) sector.

What is the latest filing for ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED?

The latest filing was on 16/10/2025: Notification of Smw Financial Limited as a person with significant control on 2016-04-06.