# Birch Financial Solutions Limited

## Details

- **Company number:** [07826303](https://find-and-update.company-information.service.gov.uk/company/07826303)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 27 Oct 2011
- **Registered office:** 4 GRIGGS BUSINESS CENTRE, WEST STREET, COGGESHALL, CO6 1NT
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Wealth Services Holdco Limited](/group/2984) (43 companies)


## 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 | - | - |



## Owned by

Birch Financial Solutions Limited → [LWM Ar Limited](/company/16049179) → [LWM Ar Holdco Limited](/company/15996088) → [Lync Wealth Management Limited](/company/15980456) → [Lync Wealth Holdco Limited](/company/15980785) → [Wealth Services Holdco Limited](/company/15859918)