Grosvenor Wealth Management Limited
- Company number
- 03845524
- Status
- Active
- Type
- Ltd
- Incorporated
- 21 Sep 1999
- Nature of business
- Life insurance
Non-life insurance
Pension funding - Corporate group
- GMV Nominees Ltd (48359 companies)
Registered office
Previous names
- IFA Experts Limited (until 15 Dec 2003)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ANDERTON, Benedict Roland | Director | 21 Sep 1999 | 30 Jun 2026 |
| HESKETH, David John Philip | Director | 20 Mar 2026 | 14 Aug 2026 |
| WILKINSON, Ian Mitcheal | Director | 20 Mar 2026 | 14 Aug 2026 |
| WARD, Sam Philip | Director | 14 Aug 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Benedict Roland Anderton | Ownership Of Shares 75 To 100 Percent Significant Influence Or Control |
6 Apr 2016 | 20 Mar 2026 |
| Pfm Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
20 Mar 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2024 | £240,625 | £215,743 | 22 |
| 31 Dec 2023 | £124,184 | £240,034 | 20 |
| 31 Dec 2022 | £142,412 | £168,695 | 18 |
| 31 Dec 2021 | £142,175 | £225,926 | 16 |
| 31 Dec 2020 | £144,071 | £257,541 | 15 |
| 31 Dec 2019 | - | - | - |
| 31 Dec 2018 | - | - | - |
| 31 Dec 2017 | - | - | - |
| 31 Dec 2016 | - | - | - |
| 31 Dec 2015 | - | - | - |
| 31 Dec 2014 | - | - | - |
| 31 Dec 2013 | - | - | - |
| 31 Dec 2012 | - | - | - |
| 31 Dec 2011 | - | - | - |
| 31 Dec 2010 | - | - | - |
| 31 Dec 2009 | - | - | - |
| 31 Dec 2008 | -£158,798 | £16,869 | - |
| 31 Dec 2007 | - | - | - |
| 30 Sep 2006 | - | - | - |
| 30 Sep 2005 | - | - | - |
| 30 Sep 2004 | - | - | - |
| 30 Sep 2003 | - | - | - |
| 30 Sep 2002 | - | - | - |
| 30 Sep 2001 | - | - | - |
| 30 Sep 2000 | - | - | - |
Connections
Owned by
Grosvenor Wealth Management Limited → PFM Group Limited → Perspective Financial Group Limited
Controls
- HB Wealth Management LLP (OC358587)
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at JRT Wealth Management Limited
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
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