# Bevan & Buckland Wealth Management Limited

## Details

- **Company number:** [09600466](https://find-and-update.company-information.service.gov.uk/company/09600466)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 20 May 2015
- **Registered office:** UNIT B, MARINA VILLAS TRAWLER ROAD, MARITIME QUARTER, SWANSEA, SA1 1FZ
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding


## 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 | - |





## Directors' other companies

- [FRANCIS, Jonathan Simon](/person/6468085) - director at [Sip Wealth Management Ltd](/company/04807711)
- [FRANCIS, Jonathan Simon](/person/6468085) - director at [M4 Financial Group Limited](/company/08022241)
- [WILLIAMSON, Paul James](/person/6468086) - director at [Sip Wealth Management Ltd](/company/04807711)
- [WILLIAMSON, Paul James](/person/6468086) - director at [M4 Financial Group Limited](/company/08022241)



## Companies at the same address

- [M4 Financial Group Limited](/company/08022241) (08022241)
- [Sip Wealth Management Ltd](/company/04807711) (04807711)