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Westward Financial Management Limited

Westward Financial Management Limited is an active company incorporated on 4 March 2005 with the registered office located in Tiverton, Devon. Westward Financial Management Limited was registered 20 years ago.
Status
Active
Active since incorporation
Company No
05382934
Private limited company
Age
20 years
Incorporated 4 March 2005
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 4 March 2025 (7 months ago)
Next confirmation dated 4 March 2026
Due by 18 March 2026 (4 months remaining)
Last change occurred 2 years 7 months ago
Accounts
Submitted
For period 1 Jul30 Jun 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 June 2025
Due by 31 March 2026 (5 months remaining)
Address
2 Swallow Court
Sampford Peverell
Tiverton
EX16 7EJ
England
Address changed on 11 Jan 2023 (2 years 9 months ago)
Previous address was Southdown Burlescombe Tiverton Devon EX16 7LB
Telephone
01884841153
Email
Available in Endole App
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • Independent Financial Advisor • British • Lives in England • Born in Jun 1965
Director • Independent Financial Adviser • British • Lives in England • Born in May 1963
Austin Asset Management Ltd
PSC
Indigo & Blue Limited
PSC
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Mutual Companies
Optimetrics Limited
Simon John Austin and Mr Nicholas Michael Austin are mutual people.
Active
Austin Asset Management Ltd
Mr Nicholas Michael Austin is a mutual person.
Active
Indigo & Blue Limited
Simon John Austin is a mutual person.
Active
Element 79 Group Limited
Mr Nicholas Michael Austin is a mutual person.
Active
E79apple Limited
Mr Nicholas Michael Austin is a mutual person.
Active
Brands
Westward Financial Management Ltd
Westward Financial Management Ltd provides independent financial advice on a range of investment products and financial services.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Jun 2024
For period 30 Jun30 Jun 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Increased by 1 (+33%)
Total Assets
£511.82K
Increased by £13.61K (+3%)
Total Liabilities
-£364.27K
Decreased by £20.61K (-5%)
Net Assets
£147.55K
Increased by £34.22K (+30%)
Debt Ratio (%)
71%
Decreased by 6.08% (-8%)
Latest Activity
Confirmation Submitted
7 Months Ago on 27 Mar 2025
Mr Simon John Austin Details Changed
11 Months Ago on 12 Nov 2024
Micro Accounts Submitted
1 Year 2 Months Ago on 8 Aug 2024
Confirmation Submitted
1 Year 6 Months Ago on 8 Apr 2024
Micro Accounts Submitted
1 Year 7 Months Ago on 19 Mar 2024
Micro Accounts Submitted
2 Years 7 Months Ago on 29 Mar 2023
Confirmation Submitted
2 Years 7 Months Ago on 20 Mar 2023
Registered Address Changed
2 Years 9 Months Ago on 11 Jan 2023
Indigo & Blue Limited (PSC) Appointed
3 Years Ago on 7 Jul 2022
Simon John Austin (PSC) Resigned
3 Years Ago on 7 Jul 2022
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Documents
Confirmation statement made on 4 March 2025 with no updates
Submitted on 27 Mar 2025
Director's details changed for Mr Simon John Austin on 12 November 2024
Submitted on 12 Nov 2024
Micro company accounts made up to 30 June 2024
Submitted on 8 Aug 2024
Confirmation statement made on 4 March 2024 with no updates
Submitted on 8 Apr 2024
Micro company accounts made up to 30 June 2023
Submitted on 19 Mar 2024
Micro company accounts made up to 30 June 2022
Submitted on 29 Mar 2023
Confirmation statement made on 4 March 2023 with updates
Submitted on 20 Mar 2023
Registered office address changed from Southdown Burlescombe Tiverton Devon EX16 7LB to 2 Swallow Court Sampford Peverell Tiverton EX16 7EJ on 11 January 2023
Submitted on 11 Jan 2023
Notification of Austin Asset Management Ltd as a person with significant control on 7 July 2022
Submitted on 15 Jul 2022
Termination of appointment of Simon Ward Franklin as a director on 7 July 2022
Submitted on 15 Jul 2022
Repayment History
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