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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 3
  • 1
    Wheeler, Sonia Margaret
    Born in October 1981
    Individual (9 offsprings)
    Officer
    icon of calendar 2010-12-14 ~ now
    OF - Director → CIF 0
  • 2
    Dormer, Georgina Rose
    Individual (1 offspring)
    Officer
    icon of calendar 2024-01-08 ~ now
    OF - Secretary → CIF 0
  • 3
    icon of address1-2 Great Farm Barns, West Woodhay, Newbury, England
    Active Corporate (1 parent, 1 offspring)
    Equity (Company account)
    363,071 GBP2024-12-31
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
Ceased 5
  • 1
    Da Silva Wheeler, Rebecca Sandra, Dr
    Director born in January 1984
    Individual (1 offspring)
    Officer
    icon of calendar 2017-10-16 ~ 2024-01-04
    OF - Director → CIF 0
  • 2
    Wheeler, Sonia Margaret
    Individual (9 offsprings)
    Officer
    icon of calendar 2009-03-04 ~ 2014-01-20
    OF - Secretary → CIF 0
    Miss Sonia Margaret Wheeler
    Born in October 1981
    Individual (9 offsprings)
    Person with significant control
    icon of calendar 2017-07-03 ~ 2025-10-16
    PE - Has significant influence or controlCIF 0
  • 3
    Newport, Helen Mary
    Director born in February 1944
    Individual (1 offspring)
    Officer
    icon of calendar 2000-06-22 ~ 2014-01-20
    OF - Director → CIF 0
  • 4
    Youngman, John Anthony
    Individual
    Officer
    icon of calendar 2000-06-22 ~ 2009-03-04
    OF - Secretary → CIF 0
  • 5
    B.H. COMPANY SECRETARIES LIMITED
    icon of address37 London Road, Newbury, Berkshire
    Active Corporate (2 parents, 38 offsprings)
    Equity (Company account)
    2 GBP2024-07-31
    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
14,167 GBP2024-12-31
15,077 GBP2023-12-31
Fixed Assets - Investments
178,872 GBP2024-12-31
108,594 GBP2023-12-31
Fixed Assets
193,039 GBP2024-12-31
123,671 GBP2023-12-31
Debtors
289,350 GBP2024-12-31
290,333 GBP2023-12-31
Cash at bank and in hand
72,164 GBP2024-12-31
36,771 GBP2023-12-31
Current Assets
361,514 GBP2024-12-31
327,104 GBP2023-12-31
Net Current Assets/Liabilities
251,851 GBP2024-12-31
234,269 GBP2023-12-31
Total Assets Less Current Liabilities
444,890 GBP2024-12-31
357,940 GBP2023-12-31
Net Assets/Liabilities
441,348 GBP2024-12-31
355,075 GBP2023-12-31
Equity
Called up share capital
100 GBP2024-12-31
100 GBP2023-12-31
Retained earnings (accumulated losses)
441,248 GBP2024-12-31
354,975 GBP2023-12-31
Equity
441,348 GBP2024-12-31
355,075 GBP2023-12-31
Average Number of Employees
72024-01-01 ~ 2024-12-31
82023-01-01 ~ 2023-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
111,125 GBP2024-12-31
111,125 GBP2023-12-31
Furniture and fittings
13,368 GBP2024-12-31
11,948 GBP2023-12-31
Computers
12,921 GBP2024-12-31
11,129 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
137,414 GBP2024-12-31
134,202 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
108,915 GBP2024-12-31
108,179 GBP2023-12-31
Furniture and fittings
7,264 GBP2024-12-31
5,517 GBP2023-12-31
Computers
7,068 GBP2024-12-31
5,429 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
123,247 GBP2024-12-31
119,125 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
736 GBP2024-01-01 ~ 2024-12-31
Furniture and fittings
1,747 GBP2024-01-01 ~ 2024-12-31
Computers
1,639 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
4,122 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Plant and equipment
2,210 GBP2024-12-31
2,946 GBP2023-12-31
Furniture and fittings
6,104 GBP2024-12-31
6,431 GBP2023-12-31
Computers
5,853 GBP2024-12-31
5,700 GBP2023-12-31
Amounts invested in assets
Cost valuation, Non-current
113,873 GBP2023-12-31
Other Investments Other Than Loans
Non-current
178,872 GBP2024-12-31
Amounts invested in assets
Non-current
178,872 GBP2024-12-31
Trade Debtors/Trade Receivables
Amounts falling due within one year
540 GBP2024-12-31
Prepayments/Accrued Income
Amounts falling due within one year
1,103 GBP2024-12-31
310 GBP2023-12-31
Other Debtors
Amounts falling due within one year
287,707 GBP2024-12-31
290,023 GBP2023-12-31
Debtors
Amounts falling due within one year
289,350 GBP2024-12-31
290,333 GBP2023-12-31
Trade Creditors/Trade Payables
Amounts falling due within one year
9,175 GBP2024-12-31
12,664 GBP2023-12-31
Corporation Tax Payable
Amounts falling due within one year
84,097 GBP2024-12-31
78,435 GBP2023-12-31
Accrued Liabilities/Deferred Income
Amounts falling due within one year
15,625 GBP2024-12-31
1,080 GBP2023-12-31
Number of shares allotted
Class 1 ordinary share
50 shares2024-01-01 ~ 2024-12-31
Class 2 ordinary share
49 shares2024-01-01 ~ 2024-12-31
Class 3 ordinary share
1 shares2024-01-01 ~ 2024-12-31

  • ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED
    Info
    ESSENTIAL FINANCIAL MANAGEMENT LIMITED - 2014-01-21
    Registered number 04020006
    icon of address1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire RG20 0BP
    PRIVATE LIMITED COMPANY incorporated on 2000-06-22 (25 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2025-06-23
    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 12 November 2025 and licensed under the Open Government Licence v3.0.