# Sip Wealth Management Ltd

## Details

- **Company number:** [04807711](https://find-and-update.company-information.service.gov.uk/company/04807711)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 23 Jun 2003
- **Registered office:** UNIT B, MARINA VILLAS TRAWLER ROAD, MARITIME QUARTER, SWANSEA, SA1 1FZ
- **Nature of business:** [82990](/sic/82990) Other business support service activities n.e.c.


## 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 | - |





## Directors' other companies

- [FRANCIS, Alexander Lloyd](/person/5796339) - director at [Advisory Wizard Ltd](/company/17336751)
- [FRANCIS, Alexander Lloyd](/person/5796339) - director at [M4 Financial Group Limited](/company/08022241)
- [FRANCIS, Jonathan Simon](/person/6468085) - director at [M4 Financial Group Limited](/company/08022241)
- [FRANCIS, Jonathan Simon](/person/6468085) - director at [Bevan & Buckland Wealth Management Limited](/company/09600466)
- [WILLIAMSON, Paul James](/person/6468086) - director at [M4 Financial Group Limited](/company/08022241)
- [WILLIAMSON, Paul James](/person/6468086) - director at [Bevan & Buckland Wealth Management Limited](/company/09600466)



## Companies at the same address

- [Bevan & Buckland Wealth Management Limited](/company/09600466) (09600466)
- [M4 Financial Group Limited](/company/08022241) (08022241)