# Panoramic Wealth Management Limited

## Details

- **Company number:** [07053723](https://find-and-update.company-information.service.gov.uk/company/07053723)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 22 Oct 2009
- **Registered office:** 9 TEISE CLOSE, TUNBRIDGE WELLS, TN2 5JN
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding


## 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 | - |






## Companies at the same address

- [Panoramic Financial Planning Limited](/company/08923950) (08923950)