The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 2
  • 1
    Dormer, Georgina Rose
    Individual (1 offspring)
    Officer
    2024-01-08 ~ now
    OF - secretary → CIF 0
  • 2
    Wheeler, Sonia Margaret
    Director born in October 1981
    Individual (9 offsprings)
    Officer
    2010-12-14 ~ now
    OF - director → CIF 0
    Miss Sonia Margaret Wheeler
    Born in October 1981
    Individual (9 offsprings)
    Person with significant control
    2017-07-03 ~ now
    PE - Has significant influence or control → CIF 0
Ceased 5
  • 1
    Newport, Helen Mary
    Director born in February 1944
    Individual (1 offspring)
    Officer
    2000-06-22 ~ 2014-01-20
    OF - director → CIF 0
  • 2
    Da Silva Wheeler, Rebecca Sandra, Dr
    Director born in January 1984
    Individual (1 offspring)
    Officer
    2017-10-16 ~ 2024-01-04
    OF - director → CIF 0
  • 3
    Youngman, John Anthony
    Individual
    Officer
    2000-06-22 ~ 2009-03-04
    OF - secretary → CIF 0
  • 4
    Wheeler, Sonia Margaret
    Individual (9 offsprings)
    Officer
    2009-03-04 ~ 2014-01-20
    OF - secretary → CIF 0
  • 5
    B.H. COMPANY SECRETARIES LIMITED
    37 London Road, Newbury, Berkshire
    Corporate (2 parents, 38 offsprings)
    Equity (Company account)
    2 GBP2023-07-31
    Officer
    2000-06-22 ~ 2000-06-22
    PE - secretary → CIF 0
    2014-01-20 ~ 2014-10-09
    PE - secretary → CIF 0
parent relation
Company in focus

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED

Previous name
ESSENTIAL FINANCIAL MANAGEMENT LIMITED - 2014-01-21
Standard Industrial Classification
70221 - Financial Management
Brief company account
Property, Plant & Equipment
15,077 GBP2023-12-31
13,204 GBP2022-12-31
Fixed Assets - Investments
108,594 GBP2023-12-31
100,385 GBP2022-12-31
Fixed Assets
123,671 GBP2023-12-31
113,589 GBP2022-12-31
Debtors
290,333 GBP2023-12-31
287,711 GBP2022-12-31
Cash at bank and in hand
36,771 GBP2023-12-31
46,857 GBP2022-12-31
Current Assets
327,104 GBP2023-12-31
334,568 GBP2022-12-31
Net Current Assets/Liabilities
234,269 GBP2023-12-31
251,460 GBP2022-12-31
Total Assets Less Current Liabilities
357,940 GBP2023-12-31
365,049 GBP2022-12-31
Net Assets/Liabilities
355,075 GBP2023-12-31
362,694 GBP2022-12-31
Equity
Called up share capital
100 GBP2023-12-31
100 GBP2022-12-31
Retained earnings (accumulated losses)
354,975 GBP2023-12-31
362,594 GBP2022-12-31
Equity
355,075 GBP2023-12-31
362,694 GBP2022-12-31
Average Number of Employees
82023-01-01 ~ 2023-12-31
72022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
111,125 GBP2023-12-31
111,125 GBP2022-12-31
Furniture and fittings
11,948 GBP2023-12-31
8,292 GBP2022-12-31
Computers
11,129 GBP2023-12-31
8,882 GBP2022-12-31
Property, Plant & Equipment - Gross Cost
134,202 GBP2023-12-31
128,299 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
108,179 GBP2023-12-31
107,197 GBP2022-12-31
Furniture and fittings
5,517 GBP2023-12-31
3,906 GBP2022-12-31
Computers
5,429 GBP2023-12-31
3,992 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
119,125 GBP2023-12-31
115,095 GBP2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
982 GBP2023-01-01 ~ 2023-12-31
Furniture and fittings
1,611 GBP2023-01-01 ~ 2023-12-31
Computers
1,437 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
4,030 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment
Plant and equipment
2,946 GBP2023-12-31
3,928 GBP2022-12-31
Furniture and fittings
6,431 GBP2023-12-31
4,386 GBP2022-12-31
Computers
5,700 GBP2023-12-31
4,890 GBP2022-12-31
Amounts invested in assets
Cost valuation, Non-current
100,385 GBP2022-12-31
Additions to investments, Non-current
63,209 GBP2023-12-31
Other Investments Other Than Loans
Non-current
108,594 GBP2023-12-31
Amounts invested in assets
Non-current
108,594 GBP2023-12-31
Prepayments/Accrued Income
Amounts falling due within one year
310 GBP2023-12-31
1,067 GBP2022-12-31
Other Debtors
Amounts falling due within one year
290,023 GBP2023-12-31
286,644 GBP2022-12-31
Debtors
Amounts falling due within one year
290,333 GBP2023-12-31
287,711 GBP2022-12-31
Trade Creditors/Trade Payables
Amounts falling due within one year
12,664 GBP2023-12-31
1,633 GBP2022-12-31
Corporation Tax Payable
Amounts falling due within one year
78,435 GBP2023-12-31
72,187 GBP2022-12-31
Other Taxation & Social Security Payable
Amounts falling due within one year
7,617 GBP2022-12-31
Accrued Liabilities/Deferred Income
Amounts falling due within one year
1,080 GBP2023-12-31
1,080 GBP2022-12-31
Number of shares allotted
Class 1 ordinary share
50 shares2023-01-01 ~ 2023-12-31
Class 2 ordinary share
49 shares2023-01-01 ~ 2023-12-31
Class 3 ordinary share
1 shares2023-01-01 ~ 2023-12-31
  • ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED
    Info
    ESSENTIAL FINANCIAL MANAGEMENT LIMITED - 2014-01-21
    Registered number 04020006
    1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire RG20 0BP
    Private Limited Company incorporated on 2000-06-22 (24 years 11 months). The company status is Active.
    The last date of confirmation statement was made at 2024-06-23
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.