Perspective (Wealth Experts) Limited
- Company number
- 05918247
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 29 Aug 2006
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- GMV Nominees Ltd (49077 companies)
Registered office
Previous names
- DJH Financial Solutions Limited (until 3 Aug 2011)
- DJH Wealth Management Limited (until 2 Nov 2021)
- Wealth Experts Limited (until 18 Dec 2025)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WARD, Sam Philip | Director | 8 Oct 2026 | |
| WILKINSON, Ian Mitcheal | Director | 16 Dec 2025 | 2 Sep 2026 |
| HESKETH, David John Philip | Director | 16 Dec 2025 | 2 Sep 2026 |
| DARLEY, Paul William | Director | 1 Nov 2021 | 2 Sep 2026 |
| HEWES, Terry | Director | 8 Nov 2019 | 2 Sep 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Wealth Experts Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
24 Oct 2022 | |
| Wealth Experts Holdings Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
9 Jul 2021 | 24 Oct 2022 |
| Mr Richard Eric Johnston | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 9 Jul 2021 |
| Mr Paul David Hulme | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 9 Jul 2021 |
Accounts
| Year ended | Cash | Employees |
|---|---|---|
| 31 Dec 2024 | £622,198 | 20 |
| 31 Dec 2023 | £589,239 | 18 |
| 31 Dec 2022 | £441,830 | 8 |
| 31 Dec 2021 | £188,305 | 7 |
| 31 Dec 2020 | £114,531 | 7 |
| 31 Oct 2019 | £105,245 | 7 |
| 31 Oct 2018 | £124,916 | - |
| 31 Oct 2017 | £144,421 | - |
| 31 Oct 2016 | £100,113 | - |
| 31 Oct 2015 | £96,936 | - |
| 31 Oct 2014 | £99,606 | - |
| 31 Oct 2013 | £142,526 | - |
| 31 Oct 2012 | - | - |
| 31 Oct 2011 | - | - |
| 31 Oct 2010 | - | - |
| 31 Oct 2009 | - | - |
| 31 Oct 2008 | - | - |
| 31 Oct 2007 | - | - |
Connections
Owned by
Perspective (Wealth Experts) Limited → Wealth Experts Group Limited → Wealth Experts Holdings Limited → PFM Group Limited → Perspective Financial Group Limited
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at JRT Wealth Management Limited
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
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