# Perspective (Wealth Experts) Limited

## Details

- **Company number:** [05918247](https://find-and-update.company-information.service.gov.uk/company/05918247)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 29 Aug 2006
- **Registered office:** LANCASTER HOUSE ACKHURST BUSINESS PARK, FOXHOLE ROAD, CHORLEY, PR7 1NY
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [GMV Nominees Ltd](/group/4) (49077 companies)


## 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 | - |



## Owned by

Perspective (Wealth Experts) Limited → [Wealth Experts Group Limited](/company/13810742) → [Wealth Experts Holdings Limited](/company/12552541) → [PFM Group Limited](/company/05091707) → [Perspective Financial Group Limited](/company/06455775)




## Directors' other companies

- [WARD, Sam Philip](/person/6372291) - director at [Perspective (Oxon) Limited](/company/04770494)
- [WARD, Sam Philip](/person/6372291) - director at [Informed Financial Advice Limited](/company/06954428)
- [WARD, Sam Philip](/person/6372291) - director at [Platinum Portfolios Limited](/company/03552172)
- [WARD, Sam Philip](/person/6372291) - director at [Perspective (Prosser Knowles) Limited](/company/04520041)
- [WARD, Sam Philip](/person/6372291) - director at [Charles Reynolds & Associates Limited](/company/02056650)
- [WARD, Sam Philip](/person/6372291) - director at [Foinaven Asset Management Ltd](/company/05015645)
- [WARD, Sam Philip](/person/6372291) - director at [JRT Wealth Management Limited](/company/07887215)
- [WARD, Sam Philip](/person/6372291) - director at [Granite Coast Ltd](/company/08303953)
- [WARD, Sam Philip](/person/6372291) - director at [P Bennett & Associates Limited](/company/08248892)
- [WARD, Sam Philip](/person/6372291) - director at [Perspective (North) Limited](/company/04021420)



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