# Westward Financial Management Limited

## Details

- **Company number:** [05382934](https://find-and-update.company-information.service.gov.uk/company/05382934)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 4 Mar 2005
- **Registered office:** 2 SWALLOW COURT, SAMPFORD PEVERELL, TIVERTON, EX16 7EJ
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [Austin Asset Management Ltd](/group/88318) (3 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Dawn Franklin | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 4 Mar 2017 | 6 Apr 2021 |
| Mr Simon John Austin | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2021 | 7 Jul 2022 |
| Mr Simon Ward Franklin | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent | 4 Mar 2017 | 7 Jul 2022 |
| Indigo & Blue Limited | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors | 7 Jul 2022 |  |
| Austin Asset Management Ltd | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors | 7 Jul 2022 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2026 | £274,638 | £97,615 | 0 |
| 30 Jun 2025 | £197,779 | - | 4 |
| 30 Jun 2024 | £147,553 | - | 3 |
| 30 Jun 2023 | £113,330 | - | 3 |
| 30 Jun 2022 | £48,524 | - | 3 |
| 30 Jun 2021 | £43,497 | - | 3 |
| 30 Jun 2020 | £42,788 | - | 3 |
| 30 Jun 2019 | £29,797 | - | - |
| 30 Jun 2018 | £31,330 | - | - |
| 30 Jun 2017 | £29,584 | - | - |
| 30 Jun 2016 | £19,300 | - | - |
| 30 Jun 2014 | £15,951 | £28,355 | - |
| 30 Jun 2011 | £31,009 | £52,813 | - |
| 30 Jun 2010 | £17,144 | £36,817 | - |



## Owned by

Westward Financial Management Limited → [Austin Asset Management Ltd](/company/06552966)