David Bean Wealth Management Limited
- Company number
- 07554336
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 7 Mar 2011
- Nature of business
- Financial intermediation not elsewhere classified
Registered office
Previous names
- David Bean Wealth Management Limited (until 23 Mar 2023)
- Municipal Financial Planning Ltd (until 15 May 2023)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Charlotte Bean | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Right To Appoint And Remove Directors |
6 Apr 2016 | |
| Mr David John Bean | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Right To Appoint And Remove Directors |
6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £14,428 | - | 4 |
| 31 Mar 2024 | £10,910 | - | 5 |
| 31 Mar 2023 | £5,587 | - | 5 |
| 31 Mar 2022 | £1,939 | - | 2 |
| 31 Mar 2021 | £2,042 | - | 2 |
| 31 Mar 2020 | £747 | - | 1 |
| 31 Mar 2019 | £6,838 | - | - |
| 31 Mar 2018 | £9,421 | - | - |
| 31 Mar 2017 | £307 | - | - |
| 31 Mar 2016 | £243 | £2,011 | - |
| 31 Mar 2015 | - | - | - |
| 31 Mar 2014 | £4,395 | £17,079 | - |
| 31 Mar 2013 | - | £1,211 | - |
| 31 Mar 2012 | - | - | - |