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Forum Wealth Management Limited

Forum Wealth Management Limited is an active company incorporated on 26 June 2003 with the registered office located in London, City of London. Forum Wealth Management Limited was registered 22 years ago.
Status
Active
Active since incorporation
Company No
04812359
Private limited company
Age
22 years
Incorporated 26 June 2003
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 26 June 2025 (4 months ago)
Next confirmation dated 26 June 2026
Due by 10 July 2026 (8 months remaining)
Last change occurred 2 years 4 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 1 month remaining)
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Contact Update Details
Address
46 Aldgate High Street
London
EC3N 1AL
Same address for the past 13 years
Telephone
02079207520
Email
Available in Endole App
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People
Officers
3
Shareholders
2
Controllers (PSC)
2
Ian Paul Wilson
Director • Secretary • British • Lives in England • Born in Jul 1971
Mr Jonathan Downe
PSC • Director • British • Lives in England • Born in Jul 1961
Mr Ian Paul Wilson
PSC • British • Lives in England • Born in Jul 1971
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Shareholders, PSCs & Group Structure
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Mutual Companies
Jonathan Downe Limited
Jonathan St. George Downe is a mutual person.
Active
IPW Financial Planning Ltd
Ian Paul Wilson is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£195.07K
Increased by £12.13K (+7%)
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£205.01K
Increased by £7.73K (+4%)
Total Liabilities
-£29.63K
Decreased by £2.63K (-8%)
Net Assets
£175.39K
Increased by £10.36K (+6%)
Debt Ratio (%)
14%
Decreased by 1.9% (-12%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
2 Months Ago on 21 Aug 2025
Confirmation Submitted
4 Months Ago on 26 Jun 2025
Full Accounts Submitted
1 Year 4 Months Ago on 9 Jul 2024
Confirmation Submitted
1 Year 4 Months Ago on 3 Jul 2024
Confirmation Submitted
2 Years 4 Months Ago on 12 Jul 2023
Full Accounts Submitted
2 Years 5 Months Ago on 6 Jun 2023
Own Shares Purchased
2 Years 9 Months Ago on 26 Jan 2023
Shares Cancelled
2 Years 10 Months Ago on 3 Jan 2023
Full Accounts Submitted
3 Years Ago on 20 Jul 2022
Confirmation Submitted
3 Years Ago on 18 Jul 2022
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Get Credit Report
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 21 Aug 2025
Confirmation statement made on 26 June 2025 with no updates
Submitted on 26 Jun 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 9 Jul 2024
Confirmation statement made on 26 June 2024 with no updates
Submitted on 3 Jul 2024
Confirmation statement made on 26 June 2023 with updates
Submitted on 12 Jul 2023
Total exemption full accounts made up to 31 March 2023
Submitted on 6 Jun 2023
Purchase of own shares.
Submitted on 26 Jan 2023
Cancellation of shares. Statement of capital on 1 December 2022
Submitted on 3 Jan 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 20 Jul 2022
Confirmation statement made on 26 June 2022 with no updates
Submitted on 18 Jul 2022
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Repayment History
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