Sip Wealth Management Ltd
- Company number
- 04807711
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 23 Jun 2003
- Nature of business
- Other business support service activities n.e.c.
Registered office
Previous names
- PRP Wealth Management Limited (until 2 Apr 2004)
- Self Invested Portfolios Ltd (until 19 Nov 2024)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WILLIAMSON, Paul James | Director | 13 Nov 2024 | |
| FRANCIS, Alexander Lloyd | Director | 18 Dec 2023 | |
| FRANCIS, Jonathan Simon | Director | 27 Feb 2004 | |
| FRANCIS, Kay | Secretary | 1 Jul 2004 | 11 Mar 2024 |
| WILLIAMSON, Paul James | Director | 1 Aug 2013 | 31 Dec 2019 |
| LEE, Edward Hayden Robert | Director | 1 Jun 2016 | 31 Mar 2018 |
| FRANCIS, Kay | Director | 30 Jun 2008 | 14 Mar 2011 |
| FRANCIS, Kay | Director | 27 Feb 2004 | 1 Jul 2004 |
| FRANCIS, Jonathan Simon | Secretary | 27 Feb 2004 | 1 Jul 2004 |
| HOOPER, Dianne Susan | Secretary | 25 Oct 2003 | 27 Feb 2004 |
| HOOPER, Ronald Stewart | Director | 26 Jun 2003 | 27 Feb 2004 |
| WILLIAMS, Arthur Paul | Secretary | 26 Jun 2003 | 25 Oct 2003 |
| WILLIAMS, Arthur Paul | Director | 26 Jun 2003 | 25 Oct 2003 |
| FORM 10 DIRECTORS FD LTD | Corporate-Nominee-Director | 23 Jun 2003 | 26 Jun 2003 |
| FORM 10 SECRETARIES FD LTD | Corporate-Nominee-Secretary | 23 Jun 2003 | 26 Jun 2003 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Jonathan Simon Francis | Ownership Of Shares 50 To 75 Percent | 6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | £582,217 | £404,351 | 6 |
| 30 Jun 2024 | £611,792 | £108,380 | 6 |
| 30 Jun 2023 | £581,812 | £155,394 | 6 |
| 30 Jun 2022 | £646,358 | £525,816 | 7 |
| 30 Jun 2021 | £469,124 | £648,936 | 8 |
| 31 Dec 2019 | £621,678 | £28,222 | 8 |
| 31 Dec 2018 | £624,558 | £36,774 | - |
| 31 Dec 2017 | £361,445 | - | - |
| 31 Dec 2016 | £296,683 | - | - |
| 31 Dec 2015 | £261,219 | £224,573 | - |
| 31 Dec 2014 | £217,991 | £95,689 | - |
| 31 Dec 2013 | £199,209 | £134,576 | - |
| 31 Dec 2012 | £227,018 | £28,085 | - |
| 31 Aug 2011 | £305,063 | £39,077 | - |
| 31 Aug 2010 | - | - | - |
| 31 Aug 2009 | - | - | - |
| 31 Aug 2008 | - | - | - |
| 31 Aug 2007 | - | - | - |
| 31 Aug 2006 | - | - | - |
| 31 Aug 2005 | - | - | - |
| 31 Aug 2004 | - | - | - |
Connections
Directors’ other companies
- FRANCIS, Alexander Lloyd - Director at Advisory Wizard Ltd
- FRANCIS, Alexander Lloyd - Director at M4 Financial Group Limited
- FRANCIS, Jonathan Simon - Director at M4 Financial Group Limited
- FRANCIS, Jonathan Simon - Director at Bevan & Buckland Wealth Management Limited
- WILLIAMSON, Paul James - Director at M4 Financial Group Limited
- WILLIAMSON, Paul James - Director at Bevan & Buckland Wealth Management Limited
Companies at the same address
- Bevan & Buckland Wealth Management Limited (09600466)
- M4 Financial Group Limited (08022241)