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Find A Wealth Manager Limited

Find A Wealth Manager Limited is an active company incorporated on 17 October 2011 with the registered office located in London, Greater London. Find A Wealth Manager Limited was registered 13 years ago.
Status
Active
Active since incorporation
Company No
07812370
Private limited company
Age
13 years
Incorporated 17 October 2011
Size
Micro
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 20 August 2025 (17 days ago)
Next confirmation dated 20 August 2026
Due by 3 September 2026 (12 months remaining)
Last change occurred 16 days ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (23 days remaining)
Contact
Address
Alpha House
100 Borough High Street
London
SE1 1LB
United Kingdom
Address changed on 17 Sep 2021 (3 years ago)
Previous address was Sterling House Fulbourne Road Walthamstow London E17 4EE
Telephone
02071935691
Email
Available in Endole App
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Accountant • British • Lives in UK • Born in Oct 1969
Director • Chief Executive • British • Lives in UK • Born in Aug 1971
Wealth Services Holdco Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Rockhold Asset Management Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
7im Holdings Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
Amicus Wealth Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
Partners Wealth Management Solutions Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
Eastcote Wealth Management Holdings Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
7im Trustees Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
7im Investment And Retirement Solutions Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
7im Limited
Dean Michael Proctor, Duncan Richard Walker, and 1 more are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£281K
Decreased by £122K (-30%)
Turnover
£1.22M
Increased by £156K (+15%)
Employees
Unreported
Same as previous period
Total Assets
£739K
Increased by £50K (+7%)
Total Liabilities
-£364K
Increased by £148K (+69%)
Net Assets
£375K
Decreased by £98K (-21%)
Debt Ratio (%)
49%
Increased by 17.91% (+57%)
Latest Activity
Confirmation Submitted
16 Days Ago on 21 Aug 2025
Greatbear Uk Holdco Limited (PSC) Details Changed
4 Months Ago on 30 Apr 2025
Indigo Corporate Secretary Limited Details Changed
6 Months Ago on 27 Feb 2025
Full Accounts Submitted
11 Months Ago on 24 Sep 2024
Greatbear Uk Holdco Limited (PSC) Appointed
1 Year Ago on 23 Aug 2024
7Im Holdings Limited (PSC) Resigned
1 Year Ago on 23 Aug 2024
Confirmation Submitted
1 Year Ago on 20 Aug 2024
Charge Satisfied
1 Year 7 Months Ago on 18 Jan 2024
Full Accounts Submitted
1 Year 11 Months Ago on 3 Oct 2023
7Im Holdings Limited (PSC) Details Changed
1 Year 11 Months Ago on 15 Sep 2023
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Documents
Confirmation statement made on 20 August 2025 with updates
Submitted on 21 Aug 2025
Change of details for Greatbear Uk Holdco Limited as a person with significant control on 30 April 2025
Submitted on 30 Apr 2025
Secretary's details changed for Indigo Corporate Secretary Limited on 27 February 2025
Submitted on 6 Mar 2025
Full accounts made up to 31 December 2023
Submitted on 24 Sep 2024
Cessation of 7Im Holdings Limited as a person with significant control on 23 August 2024
Submitted on 17 Sep 2024
Notification of Greatbear Uk Holdco Limited as a person with significant control on 23 August 2024
Submitted on 17 Sep 2024
Confirmation statement made on 20 August 2024 with no updates
Submitted on 20 Aug 2024
Satisfaction of charge 078123700002 in full
Submitted on 18 Jan 2024
Full accounts made up to 31 December 2022
Submitted on 3 Oct 2023
Change of details for 7Im Holdings Limited as a person with significant control on 15 September 2023
Submitted on 18 Sep 2023
Repayment History
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