Birch Financial Solutions Limited
- Company number
- 07826303
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 27 Oct 2011
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- Wealth Services Holdco Limited (43 companies)
Registered office
Previous names
- Beaulieu Independent Wealth Management Limited (until 14 May 2012)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Christopher Paul Winnett | Significant Influence Or Control | 6 Apr 2016 | 1 Sep 2020 |
| Mr Jonathan Edward Taylor | Significant Influence Or Control | 28 Sep 2020 | 28 Sep 2020 |
| Taylored Group Holdings Ltd | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
1 Sep 2020 | 4 Apr 2025 |
| Lwm Ar Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
4 Apr 2025 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 28 Feb 2025 | £24,031 | - | 2 |
| 29 Feb 2024 | £200,356 | - | 4 |
| 28 Feb 2023 | - | - | 6 |
| 28 Feb 2022 | £373,173 | - | 8 |
| 28 Feb 2021 | £276,776 | - | 8 |
| 31 Oct 2019 | -£130,453 | - | - |
| 31 Oct 2018 | -£113,403 | - | - |
| 31 Oct 2017 | - | - | 5 |
| 31 Oct 2016 | £93,988 | - | - |
| 31 Oct 2015 | £78,149 | -£8,541 | - |
| 31 Oct 2014 | £45,664 | - | - |
| 31 Oct 2013 | £7,515 | - | - |
| 31 Oct 2012 | -£9,076 | - | - |
Connections
Owned by
Birch Financial Solutions Limited → LWM Ar Limited → LWM Ar Holdco Limited → Lync Wealth Management Limited → Lync Wealth Holdco Limited → Wealth Services Holdco Limited