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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 Charlie Goodman
    Born in April 1993
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2025-10-29 ~ now
    PE - Right to appoint or remove directorsCIF 0
    PE - Right to appoint or remove directors as a member of a firmCIF 0
  • 2
    Goodman, Charles Jack
    Born in April 1983
    Individual (3 offsprings)
    Officer
    icon of calendar 2021-06-14 ~ now
    OF - Director → CIF 0
  • 3
    Panchal, Hiren
    Born in June 1976
    Individual (13 offsprings)
    Officer
    icon of calendar 2024-01-10 ~ now
    OF - Director → CIF 0
    Mr Hiren Panchal
    Born in June 1976
    Individual (13 offsprings)
    Person with significant control
    icon of calendar 2025-10-29 ~ now
    PE - Right to appoint or remove directorsCIF 0
    PE - Right to appoint or remove directors as a member of a firmCIF 0
Ceased 13
  • 1
    Taylor, Karen Annette
    Financial Consultant born in May 1968
    Individual (1 offspring)
    Officer
    icon of calendar 2019-12-11 ~ 2020-06-02
    OF - Director → CIF 0
  • 2
    Owen, Adam John
    Director born in November 1973
    Individual (6 offsprings)
    Officer
    icon of calendar 2023-03-27 ~ 2025-09-09
    OF - Director → CIF 0
  • 3
    Morris, Thomas Frank
    Chartered Financial Planner born in April 1987
    Individual (1 offspring)
    Officer
    icon of calendar 2019-11-13 ~ 2024-01-30
    OF - Director → CIF 0
    Thomas Frank Morris
    Born in April 1987
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2019-11-13 ~ 2024-03-15
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 4
    Howe, Ian Stuart
    Financial Planner born in April 1970
    Individual (2 offsprings)
    Officer
    icon of calendar 2020-06-03 ~ 2022-02-09
    OF - Director → CIF 0
  • 5
    Heer, Harjeet Singh
    Director born in July 1977
    Individual (5 offsprings)
    Officer
    icon of calendar 2020-09-01 ~ 2025-07-31
    OF - Director → CIF 0
  • 6
    Morgan, Catherine Claire-louise
    Money Coach born in December 1981
    Individual (2 offsprings)
    Officer
    icon of calendar 2019-12-11 ~ 2020-08-11
    OF - Director → CIF 0
  • 7
    Budd, Christopher David
    Management Consultant born in July 1967
    Individual (7 offsprings)
    Officer
    icon of calendar 2019-11-13 ~ 2022-09-30
    OF - Director → CIF 0
    Mr Christopher David Budd
    Born in July 1967
    Individual (7 offsprings)
    Person with significant control
    icon of calendar 2019-11-13 ~ 2024-03-15
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 8
    Lord, Julie
    Chief Executive born in August 1961
    Individual
    Officer
    icon of calendar 2019-12-11 ~ 2021-10-12
    OF - Director → CIF 0
  • 9
    Tuck, Rebecca Jane
    Technical Manager born in November 1990
    Individual
    Officer
    icon of calendar 2020-02-11 ~ 2024-03-31
    OF - Director → CIF 0
  • 10
    Mcfall, Lorraine
    Financial Coach born in September 1969
    Individual (3 offsprings)
    Officer
    icon of calendar 2020-09-01 ~ 2025-07-31
    OF - Director → CIF 0
  • 11
    Fabi, Benjamin
    Director born in May 1979
    Individual (5 offsprings)
    Officer
    icon of calendar 2020-04-21 ~ 2021-08-12
    OF - Director → CIF 0
  • 12
    Platt, Nicholas Graham Bernard
    Financial Planner born in December 1972
    Individual (2 offsprings)
    Officer
    icon of calendar 2019-12-11 ~ 2020-04-21
    OF - Director → CIF 0
  • 13
    Marsh, Nick
    Born in February 1966
    Individual
    Officer
    icon of calendar 2022-09-27 ~ 2025-10-29
    OF - Director → CIF 0
    Mr Nick Marsh
    Born in February 1966
    Individual
    Person with significant control
    icon of calendar 2024-03-01 ~ 2025-10-29
    PE - Right to appoint or remove directors with control over the trustees of a trustCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Right to appoint or remove directors as a member of a firmCIF 0
parent relation
Company in focus

INSTITUTE FOR FINANCIAL WELLBEING LIMITED

Previous name
INITIATIVE FOR FINANCIAL WELLBEING LIMITED - 2022-08-16
Standard Industrial Classification
70229 - Management Consultancy Activities Other Than Financial Management
Brief company account
Current Assets
79,880 GBP2024-11-30
149,163 GBP2023-11-30
Creditors
Current
-25,845 GBP2024-11-30
-28,660 GBP2023-11-30
Net Current Assets/Liabilities
54,534 GBP2024-11-30
121,680 GBP2023-11-30
Total Assets Less Current Liabilities
54,534 GBP2024-11-30
121,680 GBP2023-11-30
Accrued Liabilities/Deferred Income
-59,466 GBP2024-11-30
-128,934 GBP2023-11-30
Net Assets/Liabilities
-4,932 GBP2024-11-30
-7,254 GBP2023-11-30
Equity
-4,932 GBP2024-11-30
-7,254 GBP2023-11-30

  • INSTITUTE FOR FINANCIAL WELLBEING LIMITED
    Info
    INITIATIVE FOR FINANCIAL WELLBEING LIMITED - 2022-08-16
    Registered number 12313690
    icon of addressQueen Square House Queen Square, 18-21 Queen Square House, Bristol BS1 4NH
    PRIVATE COMPANY LIMITED BY GUARANTEE WITHOUT SHARE CAPITAL incorporated on 2019-11-13 (6 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-11-12
    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.