Panoramic Wealth Management Limited
- Company number
- 07053723
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 22 Oct 2009
- Nature of business
- Other activities auxiliary to insurance and pension funding
Registered office
Previous names
- H & D Financial Services (T.w.) Ltd (until 16 Apr 2013)
- H&D Wealth (Tw) Limited (until 28 Sep 2015)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Ross Gary Jefferies | Ownership Of Shares 25 To 50 Percent | 22 Mar 2019 | |
| Mr Gary Arthur Jefferies | Ownership Of Shares 25 To 50 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Oct 2025 | £281,089 | £240,538 | 6 |
| 31 Oct 2024 | £267,284 | £211,963 | 6 |
| 31 Oct 2023 | £220,550 | £182,996 | 6 |
| 31 Oct 2022 | £208,954 | £198,923 | 5 |
| 31 Oct 2021 | £184,506 | £190,637 | 5 |
| 31 Oct 2020 | £138,122 | £126,262 | 6 |
| 31 Oct 2019 | £101,213 | £76,552 | 4 |
| 31 Oct 2018 | £104,284 | £94,397 | 4 |
| 31 Oct 2017 | £103,280 | £96,527 | - |
| 31 Oct 2016 | £51,475 | £64,046 | - |
| 31 Oct 2015 | £26,693 | £39,979 | - |
| 31 Oct 2014 | £16,535 | £21,022 | - |
| 31 Oct 2013 | £7,359 | £24,301 | - |
| 31 Oct 2012 | £2,261 | £8,883 | - |
| 31 Oct 2011 | - | - | - |
| 31 Oct 2010 | - | - | - |
Connections
Companies at the same address
- Panoramic Financial Planning Limited (08923950)