{ "company_number": "04020006", "name": "Essential Wealth Management And Advice Limited", "url": "/company/04020006", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2000-06-22", "dissolved_on": null, "sic_codes": [ { "code": "70221", "description": "Financial management", "section": "M", "section_name": "Professional, scientific and technical activities", "url": "/sic/70221" } ], "registered_address": { "id": 730224, "url": "/address/730224", "line1": "1-2 GREAT FARM BARNS", "line2": "WEST WOODHAY", "post_town": "NEWBURY", "county": "BERKSHIRE", "country": "", "postcode": "RG20 0BP" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006", "previous_names": [ { "name": "Essential Financial Management Limited", "ceased_on": "2014-01-21" } ], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2027-09-30", "last_made_up": "2025-12-31", "category": "TOTAL EXEMPTION FULL", "filings": [ { "url": "/company/04020006/accounts/2025-12-31", "made_up_date": "2025-12-31", "period_start": "2025-12-31", "period_end": "2025-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": "7.00", "tangible_fixed_assets": "221806.00", "debtors": "290006.00", "cash_bank_in_hand": "93587.00", "current_assets": "383593.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "261365.00", "total_assets_less_current_liabilities": "483171.00", "net_assets_liabilities": "480119.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Bulk_Data-2026-07-16.zip" }, { "url": "/company/04020006/accounts/2024-12-31", "made_up_date": "2024-12-31", "period_start": "2024-12-31", "period_end": "2024-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": "8.00", "tangible_fixed_assets": "193039.00", "debtors": "289350.00", "cash_bank_in_hand": "72164.00", "current_assets": "361514.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "251851.00", "total_assets_less_current_liabilities": "444890.00", "net_assets_liabilities": "441348.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2025.zip" }, { "url": "/company/04020006/accounts/2023-12-31", "made_up_date": "2023-12-31", "period_start": "2023-12-31", "period_end": "2023-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": "7.00", "tangible_fixed_assets": "123671.00", "debtors": "290333.00", "cash_bank_in_hand": "36771.00", "current_assets": "327104.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "234269.00", "total_assets_less_current_liabilities": "357940.00", "net_assets_liabilities": "355075.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2024.zip" }, { "url": "/company/04020006/accounts/2022-12-31", "made_up_date": "2022-12-31", "period_start": "2022-12-31", "period_end": "2022-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": "7.00", "tangible_fixed_assets": "113590.00", "debtors": "287711.00", "cash_bank_in_hand": "46857.00", "current_assets": "334568.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "251459.00", "total_assets_less_current_liabilities": "365049.00", "net_assets_liabilities": "362694.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-July2023.zip" }, { "url": "/company/04020006/accounts/2021-12-31", "made_up_date": "2021-12-31", "period_start": "2021-12-31", "period_end": "2021-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": "8.00", "tangible_fixed_assets": "15415.00", "debtors": "286751.00", "cash_bank_in_hand": "398039.00", "current_assets": "684790.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "602561.00", "total_assets_less_current_liabilities": "617976.00", "net_assets_liabilities": "614377.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-July2022.zip" }, { "url": "/company/04020006/accounts/2020-12-31", "made_up_date": "2020-12-31", "period_start": "2020-12-31", "period_end": "2020-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": "7.00", "tangible_fixed_assets": "173112.00", "debtors": "296094.00", "cash_bank_in_hand": "156519.00", "current_assets": "452613.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "386763.00", "total_assets_less_current_liabilities": "559875.00", "net_assets_liabilities": "556276.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-March2021.zip" }, { "url": "/company/04020006/accounts/2019-12-31", "made_up_date": "2019-12-31", "period_start": "2019-12-31", "period_end": "2019-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "170082.00", "debtors": "297991.00", "cash_bank_in_hand": "114215.00", "current_assets": "412206.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "345426.00", "total_assets_less_current_liabilities": "515508.00", "net_assets_liabilities": "511909.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2020.zip" }, { "url": "/company/04020006/accounts/2018-12-31", "made_up_date": "2018-12-31", "period_start": "2018-12-31", "period_end": "2018-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "113621.00", "debtors": "294198.00", "cash_bank_in_hand": "129079.00", "current_assets": "423277.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "343658.00", "total_assets_less_current_liabilities": "457279.00", "net_assets_liabilities": "453680.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2019.zip" }, { "url": "/company/04020006/accounts/2017-12-31", "made_up_date": "2017-12-31", "period_start": "2017-01-01", "period_end": "2017-12-31", "entity_name": "Essential Wealth Management and Advice Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "14797.00", "debtors": "269798.00", "cash_bank_in_hand": "118558.00", "current_assets": "388356.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "327075.00", "total_assets_less_current_liabilities": "341872.00", "net_assets_liabilities": "338273.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": "227080.00", "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2018.zip" }, { "url": "/company/04020006/accounts/2016-12-31", "made_up_date": "2016-12-31", "period_start": "2016-01-01", "period_end": "2016-12-31", "entity_name": "Essential Wealth Management and Advice Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "14583.00", "debtors": "240998.00", "cash_bank_in_hand": "158434.00", "current_assets": "399432.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "340209.00", "total_assets_less_current_liabilities": "354792.00", "net_assets_liabilities": "351193.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": "198880.00", "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-September2017.zip" }, { "url": "/company/04020006/accounts/2015-12-31", "made_up_date": "2015-12-31", "period_start": "2015-12-31", "period_end": "2015-12-31", "entity_name": "Essential Wealth Management And Advice Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "24805.00", "debtors": "208638.00", "cash_bank_in_hand": "75841.00", "current_assets": "284479.00", "creditors_due_within_one_year": "57872.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "226607.00", "total_assets_less_current_liabilities": "251412.00", "net_assets_liabilities": "247813.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "247713.00", "shareholder_funds": "247813.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-August2016.zip" }, { "url": "/company/04020006/accounts/2013-12-31", "made_up_date": "2013-12-31", "period_start": "2013-12-31", "period_end": "2013-12-31", "entity_name": "Essential Wealth Management and Advice Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "20517.00", "debtors": "71315.00", "cash_bank_in_hand": "10407.00", "current_assets": "81722.00", "creditors_due_within_one_year": "42241.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "39481.00", "total_assets_less_current_liabilities": "59998.00", "net_assets_liabilities": "56399.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "56299.00", "shareholder_funds": "56399.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2014.zip" }, { "url": "/company/04020006/accounts/2012-12-31", "made_up_date": "2012-12-31", "period_start": "2012-12-31", "period_end": "2012-12-31", "entity_name": "Essential Financial Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "38173.00", "debtors": "54309.00", "cash_bank_in_hand": "24137.00", "current_assets": "78446.00", "creditors_due_within_one_year": "35501.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "42945.00", "total_assets_less_current_liabilities": "81118.00", "net_assets_liabilities": "77554.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "77454.00", "shareholder_funds": "77554.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2013.zip" }, { "url": "/company/04020006/accounts/2011-12-31", "made_up_date": "2011-12-31", "period_start": "2011-12-31", "period_end": "2011-12-31", "entity_name": "Essential Financial Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "44223.00", "debtors": "38557.00", "cash_bank_in_hand": "39119.00", "current_assets": "77676.00", "creditors_due_within_one_year": "37642.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "40034.00", "total_assets_less_current_liabilities": null, "net_assets_liabilities": "84257.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "84157.00", "shareholder_funds": "84257.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2012.zip" } ], "pdf_only_filings": [ { "made_up_date": "2014-12-31", "filing_date": "2015-07-07", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2014-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MzEyNjQ4OTQyMmFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2010-12-31", "filing_date": "2011-06-08", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2010-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MzAzODUzNDgyMGFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2009-12-31", "filing_date": "2010-05-06", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2009-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MzAxNTAwOTY5M2FkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2008-12-31", "filing_date": "2009-06-08", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2008-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MjAzNDU2MzYzNWFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2007-12-31", "filing_date": "2008-06-24", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2007-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MjAwNzc1NDE0NmFkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2006-12-31", "filing_date": "2007-06-05", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2006-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MTgxNDc4OTAyYWRpcXprY3g/document?format=pdf&download=0" }, { "made_up_date": "2005-12-31", "filing_date": "2006-05-22", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2005-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MTYwODYyNjU0YWRpcXprY3g/document?format=pdf&download=0" }, { "made_up_date": "2004-12-31", "filing_date": "2005-10-13", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2004-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MTQwMDkwNTYxYWRpcXprY3g/document?format=pdf&download=0" }, { "made_up_date": "2004-06-30", "filing_date": "2004-12-21", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2004-06-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MTU0NjE2NjM5YWRpcXprY3g/document?format=pdf&download=0" }, { "made_up_date": "2003-06-30", "filing_date": "2004-01-13", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2003-06-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/NjczMzU5OTZhZGlxemtjeA/document?format=pdf&download=0" }, { "made_up_date": "2002-06-30", "filing_date": "2002-11-18", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2002-06-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MTk1NDE1MjdhZGlxemtjeA/document?format=pdf&download=0" }, { "made_up_date": "2001-06-30", "filing_date": "2002-01-28", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-full", "paper_filed": true, "pdf_url": "/company/04020006/accounts/2001-06-30.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history/MTM5MTg1NDMzYWRpcXprY3g/document?format=pdf&download=0" } ], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/04020006/filing-history" }, "confirmation_statement": { "next_due": "2027-07-07", "last_made_up": "2026-06-23" }, "officers": [], "psc": [ { "name": "Miss Sonia Margaret Wheeler", "kind": "individual-person-with-significant-control", "person_url": "/person/4716942", "controlling_company_url": null, "natures_of_control": [ "significant-influence-or-control" ], "notified_on": "2017-07-03", "ceased_on": "2025-10-16", "nationality": "British", "country_of_residence": "England", "source": "snapshot" }, { "name": "Smw Financial Limited", "kind": "corporate-entity-person-with-significant-control", "person_url": null, "controlling_company_url": "/company/08336169", "natures_of_control": [ "ownership-of-shares-75-to-100-percent", "voting-rights-75-to-100-percent" ], "notified_on": "2016-04-06", "ceased_on": null, "nationality": "", "country_of_residence": "", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-08-01", "retrieved_at": "2026-08-02T04:49:33.076767+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }