OpenRegistry
Companies House/Waterlooville/Company profile

WEALTH TRANSFER SPECIALIST LTD

Active
15940667·incorporated 2024-09-06

WEALTH TRANSFER SPECIALIST LTD is an active UK private limited company, incorporated on 6 September 2024 at Companies House (number 15940667; OpenRegistry canonical ID GB-15940667-wealth-transfer-specialist-ltd). Sophymarine's OpenRegistry classifies it under SIC 70221 (Financial management), one of 16,244 active UK entities in that code and one of 7,567 active companies registered in Waterlooville, Hampshire (postcode PO7). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2024-09-06
Registered Address
24 PICTON HOUSE, HUSSAR COURT, WATERLOOVILLE, HAMPSHIRE, PO7 7SQ, ENGLAND
SIC
70221 — Financial management
Country of origin
United Kingdom

Directors

Search directors of WEALTH TRANSFER SPECIALIST LTD

Shareholders

Look up shareholders of WEALTH TRANSFER SPECIALIST LTD

Financials

Check financials of WEALTH TRANSFER SPECIALIST LTD

Filings

Check filing history of WEALTH TRANSFER SPECIALIST LTD

Accounts

Next accounts due 2026-06-06. Financial year-end: 30/09. Filing class: NO ACCOUNTS FILED.

Confirmation statement

Last confirmation statement made up to 2025-09-05. Next confirmation statement due 2026-09-19.

Persons with significant control

WEALTH TRANSFER SPECIALIST LTD has 1 person with significant control on file:

  • Mr Kyle William Penn born 1987 resident in England, British national. Notified 2024-09-06.
    • Owns 75% or more of shares
    • Holds 75% or more of voting rights
    • Has the right to appoint and remove directors

Previous names

WEALTH TRANSFER SPECIALIST LTD has previously traded as:

  • KP FINANCIAL PLANNING LTD (until 2026-04-08)

Similar UK companies

Other companies registered under SIC 70221 (Financial management):

Other companies registered in Waterlooville:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/15940667.

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