# Gresham Wealth Management (Fs) Limited

## Details

- **Company number:** [08924444](https://find-and-update.company-information.service.gov.uk/company/08924444)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 5 Mar 2014
- **Registered office:** CECIL COURT 28-36 CECIL ROAD, HALE, ALTRINCHAM, WA15 9PB
- **Nature of business:** [70221](/sic/70221) Financial management
- **Corporate group:** [Equilibrium Financial Planning Holdco Ltd](/group/89843) (3 companies)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CHENNELL, David John | director | 29 Sep 2026 |  |
| JUKES, Deborah Louise | director | 29 Sep 2026 |  |
| 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 |
|---|---|---|---|
| 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 |  |
| 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 |



## 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 |



## Owned by

Gresham Wealth Management (Fs) Limited → [Equilibrium Financial Planning Holdco Ltd](/company/16444442)




## Directors' other companies

- [CHENNELL, David John](/person/7234922) - director at [Oakview Advisers Ltd](/company/16503565)
- [CHENNELL, David John](/person/7234922) - director at [Deer Walk Residents Management Company Limited](/company/11272717)
- [JUKES, Deborah Louise](/person/5580603) - director at [Gresham Wealth Management Holdings Limited](/company/08922717)
- [JUKES, Deborah Louise](/person/5580603) - director at [Equilibrium Financial Planning Holdco Ltd](/company/16444442)
- [JUKES, Deborah Louise](/person/5580603) - director at [Equilibrium Investment Management Holdco Ltd](/company/16444968)



## Companies at the same address

- [Gresham Wealth Management Holdings Limited](/company/08922717) (08922717)