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Institute For Financial Wellbeing Limited
Institute For Financial Wellbeing Limited is an active company incorporated on 13 November 2019 with the registered office located in Bristol, Bristol. Institute For Financial Wellbeing Limited was registered 5 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
12313690
Private limited by guarantee without share capital
Age
5 years
Incorporated
13 November 2019
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
12 November 2024
(9 months ago)
Next confirmation dated
12 November 2025
Due by
26 November 2025
(2 months remaining)
Last change occurred
1 year 8 months ago
Accounts
Submitted
For period
1 Dec
⟶
30 Nov 2024
(1 year)
Accounts type is
Micro Entity
Next accounts for period
30 November 2025
Due by
31 August 2026
(11 months remaining)
Learn more about Institute For Financial Wellbeing Limited
Contact
Address
Queen Square House Queen Square
18-21 Queen Square House
Bristol
BS1 4NH
England
Same address for the past
5 years
Companies in BS1 4NH
Telephone
07710 719742
Email
Unreported
Website
Instituteforfinancialwellbeing.com
See All Contacts
People
Officers
6
Shareholders
-
Controllers (PSC)
1
Mr Nick Marsh
Director • PSC • British • Lives in Wales • Born in Feb 1966
Harjeet Singh Heer
Director • British • Lives in England • Born in Jul 1977
Charles Jack Goodman
Director • Independent Financial Adviser • British • Lives in England • Born in Apr 1983
Mr Hiren Panchal
Director • Financial Director • British • Lives in England • Born in Jun 1976
Lorraine McFall
Director • Financial Coach • British • Lives in UK • Born in Sep 1969
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Shareholders, PSCs & Group Structure
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Mutual Companies
Logic Financial Services Ltd
Harjeet Singh Heer is a mutual person.
Active
AB & Tax Services Ltd
Harjeet Singh Heer is a mutual person.
Active
Graeche UK Ltd
Lorraine McFall is a mutual person.
Active
The Worry Wizard Limited
Adam John Owen is a mutual person.
Active
Nextgen Planners Limited
Adam John Owen is a mutual person.
Active
Good Money Guidance Ltd
Charles Jack Goodman is a mutual person.
Active
Nextgen Mediaworks Ltd
Adam John Owen is a mutual person.
Active
Employee Benefits Collective LLP
Charles Jack Goodman is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
30 Nov 2024
For period
30 Nov
⟶
30 Nov 2024
Traded for
12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£80.38K
Decreased by £69.96K (-47%)
Total Liabilities
-£85.31K
Decreased by £72.28K (-46%)
Net Assets
-£4.93K
Increased by £2.32K (-32%)
Debt Ratio (%)
106%
Increased by 1.31% (+1%)
See 10 Year Full Financials
Latest Activity
Micro Accounts Submitted
7 Days Ago on 31 Aug 2025
Harjeet Singh Heer Resigned
1 Month Ago on 31 Jul 2025
Lorraine Mcfall Resigned
1 Month Ago on 31 Jul 2025
Confirmation Submitted
8 Months Ago on 13 Dec 2024
Micro Accounts Submitted
1 Year 2 Months Ago on 26 Jun 2024
Rebecca Jane Tuck Resigned
1 Year 5 Months Ago on 31 Mar 2024
Christopher David Budd (PSC) Resigned
1 Year 5 Months Ago on 15 Mar 2024
Thomas Frank Morris (PSC) Resigned
1 Year 5 Months Ago on 15 Mar 2024
Nick Marsh (PSC) Appointed
1 Year 6 Months Ago on 1 Mar 2024
Thomas Frank Morris Resigned
1 Year 7 Months Ago on 30 Jan 2024
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Get Credit Report
Discover Institute For Financial Wellbeing Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Micro company accounts made up to 30 November 2024
Submitted on 31 Aug 2025
Termination of appointment of Lorraine Mcfall as a director on 31 July 2025
Submitted on 13 Aug 2025
Termination of appointment of Harjeet Singh Heer as a director on 31 July 2025
Submitted on 13 Aug 2025
Confirmation statement made on 12 November 2024 with no updates
Submitted on 13 Dec 2024
Micro company accounts made up to 30 November 2023
Submitted on 26 Jun 2024
Notification of Nick Marsh as a person with significant control on 1 March 2024
Submitted on 8 Apr 2024
Termination of appointment of Rebecca Jane Tuck as a director on 31 March 2024
Submitted on 3 Apr 2024
Cessation of Thomas Frank Morris as a person with significant control on 15 March 2024
Submitted on 18 Mar 2024
Cessation of Christopher David Budd as a person with significant control on 15 March 2024
Submitted on 18 Mar 2024
Termination of appointment of Thomas Frank Morris as a director on 30 January 2024
Submitted on 31 Jan 2024
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Repayment History
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