Bevan & Buckland Wealth Management Limited
- Company number
- 09600466
- Status
- Active
- Type
- Ltd
- Incorporated
- 20 May 2015
- Nature of business
- Other activities auxiliary to insurance and pension funding
Registered office
Previous names
- BB Wealth Management Limited (until 25 Jun 2019)
- Bevan & Buckland Wealth Management Limited (until 15 Jun 2019)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| FRANCIS, Jonathan Simon | Director | 20 May 2015 | 7 May 2018 |
| VICKERS, Alison | Director | 20 May 2015 | 11 Apr 2019 |
| WHEELER, Caroline | Director | 20 May 2015 | 11 Apr 2019 |
| LLOYD DAVIES, Henry | Director | 20 May 2015 | 11 Apr 2019 |
| FRANCIS, Jonathan Simon | Director | 13 Nov 2024 | |
| WILLIAMSON, Paul James | Director | 20 May 2015 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | -£728 | £13,545 | 2 |
| 30 Jun 2024 | £2,825 | £1,843 | 2 |
| 30 Jun 2023 | £7,721 | - | 2 |
| 30 Jun 2022 | £21,292 | - | 2 |
| 30 Jun 2021 | £28,185 | - | 1 |
| 31 Dec 2019 | £5,749 | - | 1 |
| 31 Dec 2018 | - | £14,007 | - |
| 31 Dec 2017 | - | £29,172 | - |
| 31 Dec 2016 | - | £11,909 | 1 |
| 31 Dec 2015 | - | £1,580 | - |
Connections
Directors’ other companies
- FRANCIS, Jonathan Simon - Director at Sip Wealth Management Ltd
- FRANCIS, Jonathan Simon - Director at M4 Financial Group Limited
- WILLIAMSON, Paul James - Director at Sip Wealth Management Ltd
- WILLIAMSON, Paul James - Director at M4 Financial Group Limited
Companies at the same address
- M4 Financial Group Limited (08022241)
- Sip Wealth Management Ltd (04807711)