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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 2
  • 1
    Wilson, Ian Paul
    Born in July 1971
    Individual (2 offsprings)
    Officer
    icon of calendar 2007-09-14 ~ now
    OF - Director → CIF 0
    Wilson, Ian Paul
    Individual (2 offsprings)
    Officer
    icon of calendar 2003-06-26 ~ now
    OF - Secretary → CIF 0
    Mr Ian Paul Wilson
    Born in July 1971
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Has significant influence or controlCIF 0
  • 2
    Downe, Jonathan St. George
    Born in July 1961
    Individual (2 offsprings)
    Officer
    icon of calendar 2003-06-26 ~ now
    OF - Director → CIF 0
    Mr Jonathan Downe
    Born in July 1961
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
Ceased 3
  • 1
    Schiffman, Lester Harvey
    Director born in August 1970
    Individual (1 offspring)
    Officer
    icon of calendar 2007-04-06 ~ 2010-12-01
    OF - Director → CIF 0
  • 2
    Porritt, Gavin David
    Ifa born in March 1976
    Individual
    Officer
    icon of calendar 2005-03-16 ~ 2007-12-01
    OF - Director → CIF 0
  • 3
    CHETTLEBURGH'S SECRETARIAL LTD.
    icon of addressTemple House, 20 Holywell Row, London
    Dissolved Corporate (2 parents, 6 offsprings)
    Equity (Company account)
    1 GBP2021-03-31
    Officer
    2003-06-26 ~ 2003-06-26
    PE - Nominee Secretary → CIF 0
parent relation
Company in focus

FORUM WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
65110 - Life Insurance
65300 - Pension Funding
65120 - Non-life Insurance
Brief company account
Property, Plant & Equipment
1,257 GBP2025-03-31
613 GBP2024-03-31
Debtors
8,691 GBP2025-03-31
13,735 GBP2024-03-31
Cash at bank and in hand
195,065 GBP2025-03-31
182,931 GBP2024-03-31
Current Assets
203,756 GBP2025-03-31
196,666 GBP2024-03-31
Creditors
Current
29,554 GBP2025-03-31
32,257 GBP2024-03-31
Net Current Assets/Liabilities
174,202 GBP2025-03-31
164,409 GBP2024-03-31
Total Assets Less Current Liabilities
175,459 GBP2025-03-31
165,022 GBP2024-03-31
Net Assets/Liabilities
175,385 GBP2025-03-31
165,022 GBP2024-03-31
Equity
Called up share capital
7,200 GBP2025-03-31
7,200 GBP2024-03-31
Capital redemption reserve
10,850 GBP2025-03-31
800 GBP2024-03-31
Retained earnings (accumulated losses)
157,335 GBP2025-03-31
157,022 GBP2024-03-31
Equity
175,385 GBP2025-03-31
165,022 GBP2024-03-31
Average Number of Employees
42024-04-01 ~ 2025-03-31
42023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
30,834 GBP2025-03-31
29,217 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
29,577 GBP2025-03-31
28,604 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
973 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Plant and equipment
1,257 GBP2025-03-31
613 GBP2024-03-31
Other Debtors
Amounts falling due within one year, Current
8,691 GBP2025-03-31
13,735 GBP2024-03-31
Bank Borrowings/Overdrafts
Current
16 GBP2025-03-31
Trade Creditors/Trade Payables
Current
496 GBP2025-03-31
1,844 GBP2024-03-31
Other Taxation & Social Security Payable
Current
2,278 GBP2025-03-31
11,877 GBP2024-03-31
Other Creditors
Current
26,764 GBP2025-03-31
18,536 GBP2024-03-31

  • FORUM WEALTH MANAGEMENT LIMITED
    Info
    Registered number 04812359
    icon of address46 Aldgate High Street, London EC3N 1AL
    PRIVATE LIMITED COMPANY incorporated on 2003-06-26 (22 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2025-06-26
    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.