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ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED

Active
04020006·incorporated 2000-06-22

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED is an active UK private limited company, incorporated on 22 June 2000 at Companies House (number 04020006; OpenRegistry canonical ID GB-04020006-essential-wealth-management-and-advice-limited). Sophymarine's OpenRegistry classifies it under SIC 70221 (Financial management), one of 16,244 active UK entities in that code and one of 5,081 active companies registered in Newbury, Berkshire (postcode RG20). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2000-06-22
Registered Address
1-2 GREAT FARM BARNS, WEST WOODHAY, NEWBURY, BERKSHIRE, RG20 0BP
SIC
70221 — Financial management
Country of origin
United Kingdom

Accounts

Last filed accounts made up to 2024-12-31. Next accounts due 2026-09-30. Financial year-end: 31/12. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2025-06-23. Next confirmation statement due 2026-07-07.

Mortgages and charges

1 charge recorded against the company at Companies House: 1 outstanding, 0 satisfied, 0 partially satisfied.

Persons with significant control

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED has 1 person with significant control on file:

  • Smw Financial Limited (United Kingdom reg. 08336169). Notified 2016-04-06.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights

1 historical PSC record has ceased:

  • Miss Sonia Margaret Wheeler born 1981 resident in England, British national. Notified 2017-07-03. Ceased 2025-10-16.
    • Has significant influence or control

Previous names

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED has previously traded as:

  • ESSENTIAL FINANCIAL MANAGEMENT LIMITED (until 2014-01-21)

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