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INSTITUTE FOR FINANCIAL WELLBEING LIMITED

Active
12313690·incorporated 2019-11-13

INSTITUTE FOR FINANCIAL WELLBEING LIMITED is an active UK pri/ltd by guar/nsc (private, limited by guarantee, no share capital), incorporated on 13 November 2019 at Companies House (number 12313690; OpenRegistry canonical ID GB-12313690-institute-for-financial-wellbeing-limited). Sophymarine's OpenRegistry classifies it under SIC 70229 (Management consultancy activities other than financial management), one of 220,952 active UK entities in that code and one of 58,235 active companies registered in Bristol (postcode BS1). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital)
Incorporated
2019-11-13
Registered Address
QUEEN SQUARE HOUSE QUEEN SQUARE, 18-21 QUEEN SQUARE HOUSE, BRISTOL, BS1 4NH, ENGLAND
SIC
70229 — Management consultancy activities other than financial management
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

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Accounts

Last filed accounts made up to 2024-11-30. Next accounts due 2026-08-31. Financial year-end: 30/11. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-11-12. Next confirmation statement due 2026-11-26.

Persons with significant control

INSTITUTE FOR FINANCIAL WELLBEING LIMITED has 2 persons with significant control on file:

  • Mr Charlie Goodman born 1993 resident in United Kingdom, British national. Notified 2025-10-29.
    • Has the right to appoint and remove directors
    • Right To Appoint And Remove Directors As Firm
  • Mr Hiren Panchal born 1976 resident in United Kingdom, British national. Notified 2025-10-29.
    • Has the right to appoint and remove directors
    • Right To Appoint And Remove Directors As Firm

3 historical PSC records have ceased:

  • Mr Nick Marsh born 1966 resident in Wales, British national. Notified 2024-03-01. Ceased 2025-10-29.
    • Has the right to appoint and remove directors
    • Right To Appoint And Remove Directors As Trust
    • Right To Appoint And Remove Directors As Firm
  • Mr Christopher David Budd born 1967 resident in United Kingdom, British national. Notified 2019-11-13. Ceased 2024-03-15.
    • Holds 25–50% of voting rights
  • Thomas Frank Morris born 1987 resident in United Kingdom, British national. Notified 2019-11-13. Ceased 2024-03-15.
    • Holds 25–50% of voting rights

Previous names

INSTITUTE FOR FINANCIAL WELLBEING LIMITED has previously traded as:

  • INITIATIVE FOR FINANCIAL WELLBEING LIMITED (until 2022-08-16)

Similar UK companies

Other companies registered under SIC 70229 (Management consultancy activities other than financial management):

Other companies registered in Bristol:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/12313690.

Source: Companies House Free Company Data, refreshed 2026-06-06. Official record: find-and-update.company-information.service.gov.uk.