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
    Procter, Christopher
    Financial Adviser born in June 1965
    Individual (11 offsprings)
    Officer
    2019-09-30 ~ now
    OF - Director → CIF 0
  • 2
    Neagle, Glen William
    Financial Adviser born in June 1970
    Individual (3 offsprings)
    Officer
    2021-07-07 ~ now
    OF - Director → CIF 0
  • 3
    SFIA GROUP LIMITED - 2019-12-02
    27, Moorbridge Road, Maidenhead, England
    Active Corporate (5 parents, 2 offsprings)
    Equity (Company account)
    607,583 GBP2022-12-31
    Person with significant control
    2020-10-22 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
Ceased 5
  • 1
    Mr Christopher Procter
    Born in June 1965
    Individual (11 offsprings)
    Person with significant control
    2020-01-01 ~ 2020-01-01
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 2
    Caunt, Samuel Leigh
    Company Secretary born in December 1956
    Individual (1 offspring)
    Officer
    2014-01-16 ~ 2019-10-01
    OF - Director → CIF 0
    Caunt, Samuel Leigh
    Individual (1 offspring)
    Officer
    2014-01-16 ~ 2019-10-01
    OF - Secretary → CIF 0
    Mr Sam Leigh Caunt
    Born in December 1956
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ 2020-01-01
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
  • 3
    Caunt, Mandy Patricia
    Financial Planner born in March 1957
    Individual
    Officer
    2014-01-16 ~ 2019-10-01
    OF - Director → CIF 0
    Mrs Mandy Patricia Caunt
    Born in March 1957
    Individual
    Person with significant control
    2016-04-06 ~ 2020-01-01
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
  • 4
    Swann, Lars Fredrick Arthur
    Individual (22 offsprings)
    Officer
    2020-10-23 ~ 2023-02-28
    OF - Secretary → CIF 0
  • 5
    27, Moorbridge Road, Maidenhead, England
    Dissolved Corporate (2 parents)
    Equity (Company account)
    963 GBP2021-12-31
    Person with significant control
    2019-06-13 ~ 2020-10-22
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
parent relation
Company in focus

SFIA WEALTH MANAGEMENT LIMITED

Previous names
MOERAE LIFE FINANCIAL PLANNING LIMITED - 2019-12-13
FUTURE LIFE FINANCIAL PLANNING LIMITED - 2015-03-18
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
1,540,190 GBP2022-12-31
1,024,841 GBP2021-12-31
Property, Plant & Equipment
55,226 GBP2022-12-31
122,324 GBP2021-12-31
Fixed Assets
1,595,416 GBP2022-12-31
1,147,165 GBP2021-12-31
Debtors
206,615 GBP2022-12-31
92,526 GBP2021-12-31
Cash at bank and in hand
1,418,048 GBP2022-12-31
1,012,397 GBP2021-12-31
Current Assets
1,624,663 GBP2022-12-31
1,104,923 GBP2021-12-31
Net Current Assets/Liabilities
823,152 GBP2022-12-31
498,550 GBP2021-12-31
Total Assets Less Current Liabilities
2,418,568 GBP2022-12-31
1,645,715 GBP2021-12-31
Net Assets/Liabilities
2,108,344 GBP2022-12-31
1,320,467 GBP2021-12-31
Equity
Called up share capital
200 GBP2022-12-31
200 GBP2021-12-31
Share premium
23,238 GBP2022-12-31
23,238 GBP2021-12-31
Retained earnings (accumulated losses)
2,084,906 GBP2022-12-31
1,297,029 GBP2021-12-31
Average Number of Employees
352022-01-01 ~ 2022-12-31
292021-01-01 ~ 2021-12-31
Intangible Assets - Gross Cost
Net goodwill
2,111,779 GBP2022-12-31
1,241,331 GBP2021-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
571,589 GBP2022-12-31
216,490 GBP2021-12-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
259,939 GBP2022-01-01 ~ 2022-12-31
Intangible Assets
Net goodwill
1,540,190 GBP2022-12-31
1,024,841 GBP2021-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
9,642 GBP2022-12-31
8,025 GBP2021-12-31
Motor vehicles
69,154 GBP2022-12-31
138,232 GBP2021-12-31
Property, Plant & Equipment - Gross Cost
78,796 GBP2022-12-31
146,257 GBP2021-12-31
Property, Plant & Equipment - Disposals
Plant and equipment
-4,810 GBP2022-01-01 ~ 2022-12-31
Motor vehicles
-69,078 GBP2022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Disposals
-73,888 GBP2022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
2,825 GBP2022-12-31
1,740 GBP2021-12-31
Motor vehicles
20,745 GBP2022-12-31
22,193 GBP2021-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
23,570 GBP2022-12-31
23,933 GBP2021-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
2,486 GBP2022-01-01 ~ 2022-12-31
Motor vehicles
18,922 GBP2022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
21,408 GBP2022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Plant and equipment
-1,401 GBP2022-01-01 ~ 2022-12-31
Motor vehicles
-20,370 GBP2022-01-01 ~ 2022-12-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-21,771 GBP2022-01-01 ~ 2022-12-31
Property, Plant & Equipment
Plant and equipment
6,817 GBP2022-12-31
6,285 GBP2021-12-31
Motor vehicles
48,409 GBP2022-12-31
116,039 GBP2021-12-31
Trade Debtors/Trade Receivables
Current
65,343 GBP2021-12-31
Prepayments/Accrued Income
Current
174,937 GBP2022-12-31
4,004 GBP2021-12-31
Other Debtors
Current
31,678 GBP2022-12-31
23,179 GBP2021-12-31
Finance Lease Liabilities - Total Present Value
Current
8,664 GBP2022-12-31
15,631 GBP2021-12-31
Trade Creditors/Trade Payables
Current
44,404 GBP2022-12-31
104,461 GBP2021-12-31
Corporation Tax Payable
Current
369,959 GBP2022-12-31
239,094 GBP2021-12-31
Other Taxation & Social Security Payable
Current
89,346 GBP2022-12-31
25,320 GBP2021-12-31
Other Creditors
Current
284,738 GBP2022-12-31
221,667 GBP2021-12-31
Accrued Liabilities/Deferred Income
Current
4,200 GBP2022-12-31
Amounts owed to directors
Current
200 GBP2022-12-31
200 GBP2021-12-31
Finance Lease Liabilities - Total Present Value
Non-current
43,166 GBP2022-12-31
75,466 GBP2021-12-31
Other Creditors
Non-current
71,000 GBP2021-12-31
Minimum gross finance lease payments owing
Amounts falling due within one year
8,664 GBP2022-12-31
15,631 GBP2021-12-31
Between one and five year
43,166 GBP2022-12-31
75,466 GBP2021-12-31
Minimum gross finance lease payments owing
51,830 GBP2022-12-31
91,097 GBP2021-12-31
Finance Lease Liabilities - Total Present Value
51,830 GBP2022-12-31
91,097 GBP2021-12-31
Amounts set aside to cover potential liabilities or losses
Deferred taxation
267,058 GBP2022-12-31
178,782 GBP2021-12-31
  • SFIA WEALTH MANAGEMENT LIMITED
    Info
    MOERAE LIFE FINANCIAL PLANNING LIMITED - 2019-12-13
    FUTURE LIFE FINANCIAL PLANNING LIMITED - 2015-03-18
    Registered number 08848677
    27 Moorbridge Road, Maidenhead, Berkshire SL6 8LT
    Private Limited Company incorporated on 2014-01-16 (11 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2025-01-16
    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.