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Essential Wealth Management Limited

Essential Wealth Management Limited is a dormant company incorporated on 6 August 2013 with the registered office located in Newbury, Berkshire. Essential Wealth Management Limited was registered 12 years ago.
Status
Dormant
Dormant since incorporation
Company No
08640148
Private limited company
Age
12 years
Incorporated 6 August 2013
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 July 2025 (2 months ago)
Next confirmation dated 29 July 2026
Due by 12 August 2026 (9 months remaining)
Last change occurred 9 years ago
Accounts
Submitted
For period 1 Sep31 Aug 2024 (1 year)
Accounts type is Dormant
Next accounts for period 31 August 2025
Due by 31 May 2026 (7 months remaining)
Address
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire
RG20 0BP
Same address for the past 10 years
Telephone
01488669840
Email
Available in Endole App
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Oct 1981
Miss Sonia Margaret Wheeler
PSC • British • Lives in England • Born in Oct 1981
Shareholders, PSCs & Group Structure
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Mutual Companies
Essential Wealth Management And Advice Limited
Sonia Margaret Wheeler is a mutual person.
Active
SMW Financial Limited
Sonia Margaret Wheeler is a mutual person.
Active
Essential Wealth Advice Limited
Sonia Margaret Wheeler is a mutual person.
Active
Openwork Partnership LLP
Sonia Margaret Wheeler is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Aug 2024
For period 31 Aug31 Aug 2024
Traded for 12 months
Cash in Bank
£100
Same as previous period
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£100
Same as previous period
Total Liabilities
£0
Same as previous period
Net Assets
£100
Same as previous period
Debt Ratio (%)
0%
Same as previous period
Latest Activity
Miss Sonia Margaret Wheeler Details Changed
2 Months Ago on 21 Aug 2025
Miss Sonia Margaret Wheeler (PSC) Details Changed
2 Months Ago on 21 Aug 2025
Confirmation Submitted
2 Months Ago on 29 Jul 2025
Dormant Accounts Submitted
6 Months Ago on 24 Apr 2025
Confirmation Submitted
1 Year 2 Months Ago on 15 Aug 2024
Dormant Accounts Submitted
1 Year 6 Months Ago on 23 Apr 2024
Confirmation Submitted
2 Years 2 Months Ago on 17 Aug 2023
Dormant Accounts Submitted
2 Years 6 Months Ago on 21 Apr 2023
Confirmation Submitted
3 Years Ago on 8 Aug 2022
Dormant Accounts Submitted
3 Years Ago on 22 Apr 2022
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Documents
Director's details changed for Miss Sonia Margaret Wheeler on 21 August 2025
Submitted on 21 Aug 2025
Change of details for Miss Sonia Margaret Wheeler as a person with significant control on 21 August 2025
Submitted on 21 Aug 2025
Confirmation statement made on 29 July 2025 with no updates
Submitted on 29 Jul 2025
Accounts for a dormant company made up to 31 August 2024
Submitted on 24 Apr 2025
Confirmation statement made on 6 August 2024 with no updates
Submitted on 15 Aug 2024
Accounts for a dormant company made up to 31 August 2023
Submitted on 23 Apr 2024
Confirmation statement made on 6 August 2023 with no updates
Submitted on 17 Aug 2023
Accounts for a dormant company made up to 31 August 2022
Submitted on 21 Apr 2023
Confirmation statement made on 6 August 2022 with no updates
Submitted on 8 Aug 2022
Accounts for a dormant company made up to 31 August 2021
Submitted on 22 Apr 2022
Repayment History
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