# Essential Wealth Management And Advice Limited

## Details

- **Company number:** [04020006](https://find-and-update.company-information.service.gov.uk/company/04020006)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 22 Jun 2000
- **Registered office:** 1-2 GREAT FARM BARNS, WEST WOODHAY, NEWBURY, RG20 0BP
- **Nature of business:** [70221](/sic/70221) Financial management


## Previous names

- Essential Financial Management Limited (until 21 Jan 2014)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Miss Sonia Margaret Wheeler | significant-influence-or-control | 3 Jul 2017 | 16 Oct 2025 |
| Smw Financial Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | £480,119 | £93,587 | 7 |
| 31 Dec 2024 | £441,348 | £72,164 | 8 |
| 31 Dec 2023 | £355,075 | £36,771 | 7 |
| 31 Dec 2022 | £362,694 | £46,857 | 7 |
| 31 Dec 2021 | £614,377 | £398,039 | 8 |
| 31 Dec 2020 | £556,276 | £156,519 | 7 |
| 31 Dec 2019 | £511,909 | £114,215 | - |
| 31 Dec 2018 | £453,680 | £129,079 | - |
| 31 Dec 2017 | £338,273 | £118,558 | 5 |
| 31 Dec 2016 | £351,193 | £158,434 | 5 |
| 31 Dec 2015 | £247,813 | £75,841 | - |
| 31 Dec 2013 | £56,399 | £10,407 | - |
| 31 Dec 2012 | £77,554 | £24,137 | - |
| 31 Dec 2011 | £84,257 | £39,119 | - |



## Owned by

Essential Wealth Management And Advice Limited → [SMW Financial Limited](/company/08336169)





## Companies at the same address

- [Essential Wealth Advice Limited](/company/08640327) (08640327)
- [Essential Wealth Management Limited](/company/08640148) (08640148)
- [SMW Financial Limited](/company/08336169) (08336169)