Gresham Wealth Management (Fs) Limited
- Company number
- 08924444
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 5 Mar 2014
- Nature of business
- Financial management
- Corporate group
- Equilibrium Financial Planning Holdco Ltd (3 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| MILLAR, Elizabeth White | Secretary | 1 May 2021 | 31 Jul 2026 |
| YOUNG, Emma | Secretary | 1 Apr 2017 | 31 Jul 2026 |
| YOUNG, Jonathan James | Director | 5 Mar 2014 | 31 Jul 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Ms Morven Elizabeth Millar | Ownership Of Shares 25 To 50 Percent | 1 Mar 2018 | 31 Jul 2026 |
| Mr Jonathan James Young | Significant Influence Or Control | 1 Mar 2018 | 31 Jul 2026 |
| Equilibrium Financial Planning Holdco Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
31 Jul 2026 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2026 | £1,156,167 | £336,980 | 13 |
| 31 Mar 2025 | £865,526 | £447,958 | 13 |
| 31 Mar 2024 | £738,027 | £407,682 | 12 |
| 31 Mar 2023 | £642,938 | £453,588 | 12 |
| 31 Mar 2022 | £506,099 | £414,466 | 12 |
| 31 Mar 2021 | - | - | - |
| 31 Mar 2020 | - | - | - |
| 31 Mar 2019 | - | - | - |
| 31 Mar 2018 | - | - | - |
| 31 Mar 2017 | - | - | - |
| 31 Mar 2016 | - | - | - |
| 31 Mar 2015 | - | - | - |
Connections
Owned by
Gresham Wealth Management (Fs) Limited → Equilibrium Financial Planning Holdco Ltd
Companies at the same address
- Gresham Wealth Management Holdings Limited (08922717)