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
    I F A born in July 1971
    Individual (2 offsprings)
    Officer
    2007-09-14 ~ now
    OF - director → CIF 0
    Wilson, Ian Paul
    Individual (2 offsprings)
    Officer
    2003-06-26 ~ now
    OF - secretary → CIF 0
    Mr Ian Paul Wilson
    Born in July 1971
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Has significant influence or controlCIF 0
  • 2
    Downe, Jonathan St. George
    Financial Adviser born in July 1961
    Individual (2 offsprings)
    Officer
    2003-06-26 ~ now
    OF - director → CIF 0
    Mr Jonathan Downe
    Born in July 1961
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
    PE - Right to appoint or remove directorsCIF 0
Ceased 3
  • 1
    Schiffman, Lester Harvey
    Director born in August 1970
    Individual (1 offspring)
    Officer
    2007-04-06 ~ 2010-12-01
    OF - director → CIF 0
  • 2
    Porritt, Gavin David
    Ifa born in March 1976
    Individual
    Officer
    2005-03-16 ~ 2007-12-01
    OF - director → CIF 0
  • 3
    CHETTLEBURGH'S SECRETARIAL LTD.
    Temple 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
65120 - Non-life Insurance
65300 - Pension Funding
Brief company account
Property, Plant & Equipment
613 GBP2024-03-31
1,514 GBP2023-03-31
Debtors
13,735 GBP2024-03-31
16,260 GBP2023-03-31
Cash at bank and in hand
182,931 GBP2024-03-31
143,766 GBP2023-03-31
Current Assets
196,666 GBP2024-03-31
160,026 GBP2023-03-31
Creditors
Current
32,257 GBP2024-03-31
35,978 GBP2023-03-31
Net Current Assets/Liabilities
164,409 GBP2024-03-31
124,048 GBP2023-03-31
Total Assets Less Current Liabilities
165,022 GBP2024-03-31
125,562 GBP2023-03-31
Net Assets/Liabilities
165,022 GBP2024-03-31
125,520 GBP2023-03-31
Equity
Called up share capital
7,200 GBP2024-03-31
7,200 GBP2023-03-31
Capital redemption reserve
800 GBP2024-03-31
800 GBP2023-03-31
Retained earnings (accumulated losses)
157,022 GBP2024-03-31
117,520 GBP2023-03-31
Equity
165,022 GBP2024-03-31
125,520 GBP2023-03-31
Average Number of Employees
42023-04-01 ~ 2024-03-31
42022-04-01 ~ 2023-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
29,217 GBP2024-03-31
28,685 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
28,604 GBP2024-03-31
27,171 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
1,433 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Plant and equipment
613 GBP2024-03-31
1,514 GBP2023-03-31
Other Debtors
Current, Amounts falling due within one year
13,735 GBP2024-03-31
16,260 GBP2023-03-31
Trade Creditors/Trade Payables
Current
1,844 GBP2024-03-31
Other Taxation & Social Security Payable
Current
11,877 GBP2024-03-31
7,761 GBP2023-03-31
Other Creditors
Current
18,536 GBP2024-03-31
28,217 GBP2023-03-31

  • FORUM WEALTH MANAGEMENT LIMITED
    Info
    Registered number 04812359
    46 Aldgate High Street, London EC3N 1AL
    Private Limited Company incorporated on 2003-06-26 (22 years). The company status is Active.
    The last date of confirmation statement was made at 2024-06-26
    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 24 April 2025 and licensed under the Open Government Licence v3.0.