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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 6 years ago.
Status
Active
Active since incorporation
Company No
12313690
Private limited by guarantee without share capital
Age
6 years
Incorporated 13 November 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 12 November 2024 (1 year ago)
Next confirmation dated 12 November 2025
Due by 26 November 2025 (11 days remaining)
Last change occurred 1 year 10 months ago
Accounts
Submitted
For period 1 Dec30 Nov 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 November 2025
Due by 31 August 2026 (9 months remaining)
Address
Queen Square House Queen Square
18-21 Queen Square House
Bristol
BS1 4NH
England
Same address for the past 5 years
Telephone
07710 719742
Email
Unreported
People
Officers
6
Shareholders
-
Controllers (PSC)
2
PSC • Director • British • Lives in England • Born in Jun 1976
Director • British • Lives in England • Born in Jul 1977
Director • British • Lives in Wales • Born in Feb 1966
Director • British • Lives in England • Born in Apr 1983
Director • Financial Coach • British • Lives in UK • Born in Sep 1969
Shareholders, PSCs & Group Structure
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Mutual Companies
Clear Cut Financial Planning Limited
Adam John Owen is a mutual person.
Active
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
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
30 Nov 2024
For period 30 Nov30 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%)
Latest Activity
Nick Marsh Resigned
16 Days Ago on 29 Oct 2025
Nick Marsh (PSC) Resigned
16 Days Ago on 29 Oct 2025
Hiren Panchal (PSC) Appointed
16 Days Ago on 29 Oct 2025
Charlie Goodman (PSC) Appointed
16 Days Ago on 29 Oct 2025
Mr Charles Jack Goodman Details Changed
18 Days Ago on 27 Oct 2025
Adam John Owen Resigned
2 Months Ago on 9 Sep 2025
Micro Accounts Submitted
2 Months Ago on 31 Aug 2025
Harjeet Singh Heer Resigned
3 Months Ago on 31 Jul 2025
Lorraine Mcfall Resigned
3 Months Ago on 31 Jul 2025
Confirmation Submitted
11 Months Ago on 13 Dec 2024
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Documents
Notification of Charlie Goodman as a person with significant control on 29 October 2025
Submitted on 29 Oct 2025
Notification of Hiren Panchal as a person with significant control on 29 October 2025
Submitted on 29 Oct 2025
Cessation of Nick Marsh as a person with significant control on 29 October 2025
Submitted on 29 Oct 2025
Termination of appointment of Nick Marsh as a director on 29 October 2025
Submitted on 29 Oct 2025
Director's details changed for Mr Charles Jack Goodman on 27 October 2025
Submitted on 27 Oct 2025
Termination of appointment of Adam John Owen as a director on 9 September 2025
Submitted on 10 Sep 2025
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
Repayment History
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