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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
    Mr Ross Gary Jefferies
    Born in October 1995
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2019-03-22 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Jefferies, Gary Arthur
    Born in December 1960
    Individual (12 offsprings)
    Officer
    icon of calendar 2009-10-22 ~ now
    OF - Director → CIF 0
    Mr Gary Arthur Jefferies
    Born in December 1960
    Individual (12 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
  • 3
    Jefferies, Jill
    Individual (4 offsprings)
    Officer
    icon of calendar 2009-10-22 ~ now
    OF - Secretary → CIF 0
parent relation
Company in focus

PANORAMIC WEALTH MANAGEMENT LIMITED

Previous names
H&D WEALTH (TW) LIMITED - 2015-09-28
H & D FINANCIAL SERVICES (T.W.) LTD - 2013-04-16
Standard Industrial Classification
66290 - Other Activities Auxiliary To Insurance And Pension Funding
Brief company account
Property, Plant & Equipment
73,291 GBP2024-10-31
22,706 GBP2023-10-31
Debtors
22,216 GBP2024-10-31
45,672 GBP2023-10-31
Cash at bank and in hand
211,963 GBP2024-10-31
182,996 GBP2023-10-31
Current Assets
234,179 GBP2024-10-31
228,668 GBP2023-10-31
Net Current Assets/Liabilities
193,993 GBP2024-10-31
197,844 GBP2023-10-31
Net Assets/Liabilities
267,284 GBP2024-10-31
220,550 GBP2023-10-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
113,376 GBP2024-10-31
103,103 GBP2023-10-31
Property, Plant & Equipment - Gross Cost
166,489 GBP2024-10-31
103,103 GBP2023-10-31
Land and buildings
19,167 GBP2024-10-31
Motor vehicles
33,946 GBP2024-10-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
88,642 GBP2024-10-31
80,397 GBP2023-10-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
93,198 GBP2024-10-31
80,397 GBP2023-10-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Motor vehicles
4,556 GBP2023-11-01 ~ 2024-10-31
Furniture and fittings
8,245 GBP2023-11-01 ~ 2024-10-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
12,801 GBP2023-11-01 ~ 2024-10-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Motor vehicles
4,556 GBP2024-10-31
Property, Plant & Equipment
Land and buildings
19,167 GBP2024-10-31
Motor vehicles
29,390 GBP2024-10-31
Furniture and fittings
24,734 GBP2024-10-31
22,706 GBP2023-10-31
Other Debtors
Amounts falling due within one year
22,216 GBP2024-10-31
45,672 GBP2023-10-31
Bank Borrowings/Overdrafts
Amounts falling due within one year
1,000 GBP2023-10-31
Taxation/Social Security Payable
Amounts falling due within one year
37,036 GBP2024-10-31
26,410 GBP2023-10-31
Other Creditors
Amounts falling due within one year
3,150 GBP2024-10-31
3,414 GBP2023-10-31
Advances or credits given to directors
5,117 GBP2024-10-31
32,936 GBP2023-10-31
Advances or credits made to directors during the period
31,866 GBP2023-11-01 ~ 2024-10-31
Advances or credits repaid by directors
59,685 GBP2023-11-01 ~ 2024-10-31
Average Number of Employees
62023-11-01 ~ 2024-10-31
62022-11-01 ~ 2023-10-31

  • PANORAMIC WEALTH MANAGEMENT LIMITED
    Info
    H&D WEALTH (TW) LIMITED - 2015-09-28
    H & D FINANCIAL SERVICES (T.W.) LTD - 2015-09-28
    Registered number 07053723
    icon of address9 Teise Close, Tunbridge Wells TN2 5JN
    PRIVATE LIMITED COMPANY incorporated on 2009-10-22 (16 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2025-03-08
    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.