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Banks Wealth Management Limited

Banks Wealth Management Limited is an active company incorporated on 28 January 2011 with the registered office located in Bromsgrove, Worcestershire. Banks Wealth Management Limited was registered 14 years ago.
Status
Active
Active since incorporation
Company No
07509349
Private limited company
Age
14 years
Incorporated 28 January 2011
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 28 January 2025 (9 months ago)
Next confirmation dated 28 January 2026
Due by 11 February 2026 (3 months remaining)
Last change occurred 1 year 8 months ago
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Full
Next accounts for period 31 October 2025
Due by 31 July 2026 (9 months remaining)
Address
Afh House Buntsford Drive
Stoke Heath
Bromsgrove
B60 4JE
England
Address changed on 22 Aug 2022 (3 years ago)
Previous address was The Old Bank 77 Railway Road Brinscall Chorley Lancashire PR6 8RJ
Telephone
01254830956
Email
Available in Endole App
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • Chief Financial Officer • British • Lives in England • Born in Jun 1970
Director • British • Lives in England • Born in Mar 1967
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Inshore Independent Financial Advisers Limited
Hayden David Robinson is a mutual person.
Active
I2 Retirement & Financial Planning Limited
Hayden David Robinson is a mutual person.
Active
AFH JV (Holdings) Limited
Hayden David Robinson is a mutual person.
Active
AFH Legal Limited
Hayden David Robinson is a mutual person.
Active
West Cliff Freehold Ltd
Stephen Francis Danson is a mutual person.
Active
AFH Corporate Services Limited
Hayden David Robinson is a mutual person.
Active
Adviser Legal Limited
Hayden David Robinson is a mutual person.
Active
Learning Money Limited
Stephen Francis Danson is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
£81.41K
Decreased by £393.04K (-83%)
Turnover
£3.34K
Decreased by £925.23K (-100%)
Employees
Unreported
Decreased by 4 (-100%)
Total Assets
£566.63K
Decreased by £145.35K (-20%)
Total Liabilities
-£15.09K
Increased by £1.73K (+13%)
Net Assets
£551.54K
Decreased by £147.08K (-21%)
Debt Ratio (%)
3%
Increased by 0.79% (+42%)
Latest Activity
Full Accounts Submitted
3 Months Ago on 31 Jul 2025
Stephen Francis Danson Resigned
3 Months Ago on 25 Jul 2025
Confirmation Submitted
8 Months Ago on 11 Feb 2025
Mr Hayden David Robinson Appointed
10 Months Ago on 10 Dec 2024
Full Accounts Submitted
1 Year 8 Months Ago on 1 Mar 2024
Confirmation Submitted
1 Year 8 Months Ago on 7 Feb 2024
Notification of PSC Statement
2 Years 1 Month Ago on 7 Sep 2023
Afh Wm Holdings Limited (PSC) Resigned
2 Years 1 Month Ago on 7 Sep 2023
The Personal Finance Academy Ltd (PSC) Resigned
2 Years 6 Months Ago on 30 Apr 2023
Afh Wm Holdings Limited (PSC) Appointed
2 Years 6 Months Ago on 30 Apr 2023
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Documents
Full accounts made up to 31 October 2024
Submitted on 31 Jul 2025
Termination of appointment of Stephen Francis Danson as a director on 25 July 2025
Submitted on 25 Jul 2025
Confirmation statement made on 28 January 2025 with no updates
Submitted on 11 Feb 2025
Appointment of Mr Hayden David Robinson as a director on 10 December 2024
Submitted on 10 Dec 2024
Full accounts made up to 31 October 2023
Submitted on 1 Mar 2024
Confirmation statement made on 28 January 2024 with updates
Submitted on 7 Feb 2024
Cessation of Afh Wm Holdings Limited as a person with significant control on 7 September 2023
Submitted on 7 Sep 2023
Notification of a person with significant control statement
Submitted on 7 Sep 2023
Notification of Afh Wm Holdings Limited as a person with significant control on 30 April 2023
Submitted on 3 Jul 2023
Cessation of The Personal Finance Academy Ltd as a person with significant control on 30 April 2023
Submitted on 3 Jul 2023
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year