EW

ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED

Active

Company number 04020006

Newbury · Incorporated 22 June 2000

1-2 Great Farm Barns, West Woodhay, Newbury, Berkshire, RG20 0BP

Last updated on 25 March 2026

Financial management · SIC 70221

Status
Active
Company age
26 years
Company type
Private limited
Accounts
Up to date
Total raised
—
Shares allotted
0
Latest round
14 December 2010

Company history

Previous company names

ESSENTIAL FINANCIAL MANAGEMENT LIMITED · 22 June 2000 – 21 January 2014

Company overview

No company summary available yet.

Compliance

Annual accounts Up to date
Last filed
31 December 2024
Next due
30 September 2026
2 weeks left
Confirmation statement Up to date
Last filed
23 June 2025
Next due
7 July 2026
Overdue by 3 months

Financial snapshot

Last accounts type
Total Exemption Full
Period end
31 December 2024

Detailed figures (assets, liabilities, net worth) are available in the full credit report.

Officers

No officers on record.

Persons with significant control

PS
Smw Financial Limited
Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
6 April 2016

Funding

2 funding rounds
14 December 2010
Shares allotted · 0 shares allotted
—
26 July 2010
Shares allotted · 0 shares allotted
—
Total (2 rounds, 0 shares)
—

Filing history

Cessation Of A Person With Significant Control
Persons With Significant Control
16 October 2025 View
Notification Of A Person With Significant Control
Persons With Significant Control
16 October 2025 View
Change Person Director Company With Change Date
Officers
21 August 2025 View
Change To A Person With Significant Control
Persons With Significant Control
21 August 2025 View
Confirmation Statement With No Updates
Confirmation Statement
25 June 2025 View
Accounts With Accounts Type Total Exemption Full
Accounts
23 May 2025 View
Confirmation Statement With No Updates
Confirmation Statement
25 June 2024 View
Accounts With Accounts Type Total Exemption Full
Accounts
3 May 2024 View
Appoint Person Secretary Company With Name Date
Officers
10 January 2024 View
Termination Director Company With Name Termination Date
Officers
4 January 2024 View
Accounts With Accounts Type Unaudited Abridged
Accounts
4 July 2023 View
Confirmation Statement With No Updates
Confirmation Statement
27 June 2023 View
Accounts With Accounts Type Total Exemption Full
Accounts
18 July 2022 View
Confirmation Statement With No Updates
Confirmation Statement
23 June 2022 View
Confirmation Statement With No Updates
Confirmation Statement
24 June 2021 View
Accounts With Accounts Type Total Exemption Full
Accounts
19 March 2021 View
Confirmation Statement With No Updates
Confirmation Statement
26 June 2020 View
Accounts With Accounts Type Total Exemption Full
Accounts
22 May 2020 View
Confirmation Statement With No Updates
Confirmation Statement
1 July 2019 View
Accounts With Accounts Type Total Exemption Full
Accounts
7 May 2019 View
Change Person Director Company With Change Date
Officers
16 November 2018 View
Confirmation Statement With No Updates
Confirmation Statement
25 June 2018 View
Accounts With Accounts Type Total Exemption Full
Accounts
4 June 2018 View
Change Person Director Company With Change Date
Officers
30 May 2018 View
Change Person Director Company With Change Date
Officers
17 October 2017 View
Appoint Person Director Company With Name Date
Officers
16 October 2017 View
Change Person Director Company With Change Date
Officers
11 October 2017 View
Accounts With Accounts Type Total Exemption Full
Accounts
5 September 2017 View
Notification Of A Person With Significant Control
Persons With Significant Control
3 July 2017 View
Confirmation Statement With No Updates
Confirmation Statement
27 June 2017 View
Accounts With Accounts Type Total Exemption Small
Accounts
26 August 2016 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
30 June 2016 View
Change Person Director Company With Change Date
Officers
30 June 2016 View
Accounts With Accounts Type Total Exemption Small
Accounts
7 July 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
6 July 2015 View
Change Registered Office Address Company With Date Old Address New Address
Address
30 March 2015 View
Termination Secretary Company With Name Termination Date
Officers
17 October 2014 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
18 September 2014 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
16 July 2014 View
Accounts With Accounts Type Total Exemption Small
Accounts
3 June 2014 View
Memorandum Articles
Incorporation
31 January 2014 View
Resolution
Resolution
31 January 2014 View
Certificate Change Of Name Company
Change Of Name
21 January 2014 View
Appoint Corporate Secretary Company With Name
Officers
21 January 2014 View
Termination Secretary Company With Name
Officers
21 January 2014 View
Termination Director Company With Name
Officers
21 January 2014 View
Mortgage Create With Deed With Charge Number
Mortgage
14 January 2014 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
2 July 2013 View
Accounts With Accounts Type Total Exemption Small
Accounts
4 June 2013 View
Change Person Secretary Company With Change Date
Officers
21 May 2013 View
Change Person Director Company With Change Date
Officers
21 May 2013 View
Capital Name Of Class Of Shares
Capital
18 February 2013 View
Resolution
Resolution
18 February 2013 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
23 July 2012 View
Accounts With Accounts Type Total Exemption Small
Accounts
3 May 2012 View
Resolution
Resolution
9 January 2012 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
30 June 2011 View
Accounts With Accounts Type Total Exemption Small
Accounts
8 June 2011 View
Capital Allotment Shares
Capital
13 January 2011 View
Appoint Person Director Company With Name
Officers
13 January 2011 View
Change Person Secretary Company With Change Date
Officers
13 January 2011 View
Resolution
Resolution
12 January 2011 View
Resolution
Resolution
20 December 2010 View
Capital Cancellation Shares
Capital
20 December 2010 View
Capital Return Purchase Own Shares
Capital
20 December 2010 View
Capital Allotment Shares
Capital
4 August 2010 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
1 July 2010 View
Change Person Secretary Company With Change Date
Officers
30 June 2010 View
Accounts With Accounts Type Total Exemption Small
Accounts
6 May 2010 View
Legacy
Annual Return
15 July 2009 View
Legacy
Officers
15 July 2009 View
Accounts With Accounts Type Total Exemption Small
Accounts
8 June 2009 View
Legacy
Officers
12 March 2009 View
Legacy
Officers
12 March 2009 View
Legacy
Address
24 November 2008 View
Legacy
Officers
21 November 2008 View
Legacy
Annual Return
27 June 2008 View
Accounts With Accounts Type Total Exemption Full
Accounts
24 June 2008 View
Legacy
Annual Return
31 July 2007 View
Accounts With Accounts Type Total Exemption Full
Accounts
5 June 2007 View
Legacy
Annual Return
8 September 2006 View
Accounts With Accounts Type Total Exemption Full
Accounts
22 May 2006 View
Accounts With Accounts Type Total Exemption Full
Accounts
13 October 2005 View
Legacy
Accounts
10 October 2005 View
Legacy
Annual Return
19 July 2005 View
Legacy
Address
21 June 2005 View
Accounts With Accounts Type Total Exemption Full
Accounts
21 December 2004 View
Legacy
Annual Return
7 July 2004 View
Accounts With Accounts Type Total Exemption Full
Accounts
13 January 2004 View
Legacy
Annual Return
22 July 2003 View
Accounts With Accounts Type Total Exemption Full
Accounts
18 November 2002 View
Legacy
Annual Return
5 August 2002 View
Accounts With Accounts Type Total Exemption Full
Accounts
28 January 2002 View
Legacy
Annual Return
12 July 2001 View
Legacy
Officers
4 July 2000 View
Legacy
Officers
4 July 2000 View
Incorporation Company
Incorporation
22 June 2000 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges
  • Credit score
  • Recommended limit
  • Payment risk

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  • Recommended credit limit

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Companies at this postcode

RG20 0BP

SMW FINANCIAL LIMITED
#08336169
active
ESSENTIAL WEALTH MANAGEMENT LIMITED
#08640148
active
ESSENTIAL WEALTH ADVICE LIMITED
#08640327
active
OAKDENE ADVISORY LIMITED
#10824660
dissolved
See all companies at RG20 0BP

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