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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 2
  • 1
    Bates, Stephen John
    Born in September 1963
    Individual (8 offsprings)
    Officer
    2017-08-04 ~ now
    OF - Director → CIF 0
    Mr Stephen John Bates
    Born in September 1963
    Individual (8 offsprings)
    Person with significant control
    2019-04-18 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    2017-08-04 ~ 2018-02-19
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
  • 2
    Smith, Graeme Mcilwraith
    Born in November 1978
    Individual (2 offsprings)
    Officer
    2018-02-19 ~ 2019-04-05
    OF - Director → CIF 0
    Mr Graeme Mcilwraith Smith
    Born in November 1978
    Individual (2 offsprings)
    Person with significant control
    2018-02-19 ~ 2019-04-05
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
parent relation
Company in focus

PENSION & WEALTH MANAGEMENT LTD

Period: 2023-08-18 ~ now
Company number: 10900386
Registered names
PENSION & WEALTH MANAGEMENT LTD - now
Standard Industrial Classification
64303 - Activities Of Venture And Development Capital Companies
Brief company account
Please be reminded the displayed account data is older than 4 years hence might not reflect current company status.
Turnover/Revenue
37,390 GBP2020-03-01 ~ 2021-02-28
79,300 GBP2018-09-01 ~ 2020-02-29
Raw materials and consumables used in the production process
-34,126 GBP2020-03-01 ~ 2021-02-28
-58,037 GBP2018-09-01 ~ 2020-02-29
Staff Costs/Employee Benefits Expense
-10,000 GBP2020-03-01 ~ 2021-02-28
-10,000 GBP2018-09-01 ~ 2020-02-29
Profit/Loss
-96,351 GBP2020-03-01 ~ 2021-02-28
-27,802 GBP2018-09-01 ~ 2020-02-29
Current Assets
0 GBP2021-02-28
3,615 GBP2020-02-29
Creditors
Amounts falling due within one year
-100,152 GBP2021-02-28
-31,416 GBP2020-02-29
Net Current Assets/Liabilities
-100,152 GBP2021-02-28
-27,801 GBP2020-02-29
Total Assets Less Current Liabilities
-100,152 GBP2021-02-28
-27,801 GBP2020-02-29
Creditors
Amounts falling due after one year
-24,000 GBP2021-02-28
0 GBP2020-02-29
Net Assets/Liabilities
-124,152 GBP2021-02-28
-27,801 GBP2020-02-29
Equity
-124,152 GBP2021-02-28
-27,801 GBP2020-02-29
Average Number of Employees
12020-03-01 ~ 2021-02-28

  • PENSION & WEALTH MANAGEMENT LTD
    Info
    WREN & FRASER ( BROKER SERVICES ) LTD - 2023-08-18
    PENSIONS & WEALTH MANAGEMENT LTD - 2023-08-18
    DEVEREUX INVESTMENTS LTD - 2023-08-18
    Registered number 10900386
    10900386 - Companies House Default Address, Cardiff CF14 8LH
    PRIVATE LIMITED COMPANY incorporated on 2017-08-04 (8 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2022-03-25
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 9 February 2026 and licensed under the Open Government Licence v3.0.