# David Bean Wealth Management Limited

## Details

- **Company number:** [07554336](https://find-and-update.company-information.service.gov.uk/company/07554336)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 7 Mar 2011
- **Registered office:** 1 RUTLAND APPROACH, HORNCHURCH, RM11 3EP
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## 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 |
|---|---|---|---|
| Mr David John Bean | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |
| 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 | 14 Sep 2026 |



## 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 | - |







