OpenCompanies

Boardman Wealth Management Ltd

Company number
03878149
Status
Active
Type
Private Limited Company
Incorporated
16 Nov 1999
Nature of business
Financial intermediation not elsewhere classified
Corporate group
St. James's Place PLC (49 companies)

Registered office

Unit 8, Paragon Business Park
Red Hall Court
Wakefield
WF1 2UY

Previous names

  • Somersall Independent Financial Advisers Limited (until 12 Aug 2004)
  • Somersall Financial Management Limited (until 25 May 2018)

Officers

NameRoleAppointedResigned
HUMPHREY, Keith Douglas Director 11 Jul 2025

Control

NameNature of controlNotifiedCeased
Pfp Wealth Group Ltd Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors		 11 Jul 2025
Mrs Carmen Elisabeth Boardman Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent		 16 Nov 2016 11 Jul 2025
Mr Peter Boardman Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent
Right To Appoint And Remove Directors		 6 Apr 2016 11 Jul 2025

Accounts

Year ended Turnover Net assets Cash Employees
11 Jul 2025 - £12,241 - 6
31 Oct 2024 - £202,343 £51,959 5
31 Oct 2023 - £161,287 £36,682 5
31 Oct 2022 - £118,381 £277,078 5
30 Nov 2021 - £95,897 £100,969 5
30 Nov 2020 - £92,825 £248,445 6
30 Nov 2019 - £96,143 £203,495 6
30 Nov 2018 £303,213 £158,735 £273,588 5
30 Nov 2017 - £134,132 £10,078 -
30 Nov 2016 - £75,670 £37,477 -
30 Nov 2015 - £24,724 £40,355 -
30 Nov 2014 - £85,755 £26,640 -
30 Nov 2013 - - - -
30 Nov 2012 - - - -
30 Nov 2011 - - - -
30 Nov 2010 - - - -
30 Nov 2009 - - - -
30 Nov 2008 - - - -
30 Nov 2007 - - - -
30 Nov 2006 - - - -
30 Nov 2005 - - - -
30 Nov 2004 - - - -
30 Nov 2003 - - - -
30 Nov 2002 - - - -
30 Nov 2001 - - - -
30 Nov 2000 - - - -

Connections

Owned by

Boardman Wealth Management Ltd → PFP Wealth Group Ltd → St. James's Place Acquisition Services Limited → St. James's Place Wealth Management PLC → St. James's Place PLC

Directors’ other companies

Companies at the same address

Data