FB Wealth Management Limited
FB Wealth Management Limited is an active company incorporated on 13 July 2010 with the registered office located in Grimsby, Lincolnshire. FB Wealth Management Limited was registered 15 years ago.
Status
Active
Active since 14 years ago
Company No
07312958
Private limited company
Age
15 years
Incorporated 13 July 2010
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 13 July 2025 (1 month ago)
Next confirmation dated 13 July 2026
Due by 27 July 2026 (10 months remaining)
Last change occurred 2 years 1 month ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Philip George, Carrie Anne Jensen, and 2 more are mutual people.
Active
Peter Stuart Fearn and Carrie Anne Jensen are mutual people.
Active
Carrie Anne Jensen is a mutual person.
Active
Brands
Forrester Boyd Wealth Management provides wealth management and financial planning services for individuals, business owners, trustees, and employers in Lincolnshire and the East Yorkshire region.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£1.69M
Increased by £344.81K (+26%)
Turnover
Unreported
Same as previous period
Employees
34
Increased by 2 (+6%)
Total Assets
£2.18M
Increased by £310.79K (+17%)
Total Liabilities
-£902.12K
Increased by £77.54K (+9%)
Net Assets
£1.28M
Increased by £233.25K (+22%)
Debt Ratio (%)
41%
Decreased by 2.72% (-6%)
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Repayment History
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