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PANORAMIC WEALTH MANAGEMENT LIMITED

Active
07053723·incorporated 2009-10-22

PANORAMIC WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 22 October 2009 at Companies House (number 07053723; OpenRegistry canonical ID GB-07053723-panoramic-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 66290 (Other activities auxiliary to insurance and pension funding), one of 2,969 active UK entities in that code and one of 7,846 active companies registered in Tunbridge Wells (postcode TN2). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2009-10-22
Registered Address
9 TEISE CLOSE, TUNBRIDGE WELLS, TN2 5JN, ENGLAND
SIC
66290 — Other activities auxiliary to insurance and pension funding
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of PANORAMIC WEALTH MANAGEMENT LIMITED

Accounts

Last filed accounts made up to 2024-10-31. Next accounts due 2026-07-31. Financial year-end: 31/10. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2026-03-08. Next confirmation statement due 2027-03-22.

Persons with significant control

PANORAMIC WEALTH MANAGEMENT LIMITED has 2 persons with significant control on file:

  • Mr Gary Arthur Jefferies born 1960 resident in England, British national. Notified 2016-04-06.
    • Owns 25–50% of shares
    • Holds 75% or more of voting rights
    • Has the right to appoint and remove directors
  • Mr Ross Gary Jefferies born 1995 resident in England, British national. Notified 2019-03-22.
    • Owns 25–50% of shares

Previous names

PANORAMIC WEALTH MANAGEMENT LIMITED has previously traded as:

  • H&D WEALTH (TW) LIMITED (until 2015-09-28)
  • H & D FINANCIAL SERVICES (T.W.) LTD (until 2013-04-16)

Similar UK companies

Other companies registered under SIC 66290 (Other activities auxiliary to insurance and pension funding):

Other companies registered in Tunbridge Wells:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/07053723.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.