Friendly Wealth Management Ltd
- Company number
- 10604907
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 7 Feb 2017
- Nature of business
- Other activities auxiliary to insurance and pension funding
- Corporate group
- GMV Nominees Ltd (48216 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HESKETH, David John Philip | Director | 1 Apr 2025 | 14 Aug 2026 |
| WARD, Sam Philip | Director | 14 Aug 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Stephen John Platts | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
1 Apr 2021 | 1 Apr 2025 |
| Mr Martin Miglowski | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
7 Feb 2017 | 1 Apr 2025 |
| Pfm Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
1 Apr 2025 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 1 Apr 2025 | £146,508 | £79,172 | 2 |
| 31 Dec 2023 | £132,625 | £140,315 | 2 |
| 31 Mar 2023 | £84,471 | £49,064 | 2 |
| 31 Mar 2022 | £77,825 | £46,904 | 2 |
| 31 Mar 2021 | - | £179,989 | 1 |
| 31 Mar 2020 | £204,026 | £205,316 | 1 |
| 31 Mar 2019 | - | £162,702 | - |
| 31 Mar 2018 | - | £97,795 | - |
Connections
Owned by
Friendly Wealth Management Ltd → PFM Group Limited → Perspective Financial Group Limited
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at JRT Wealth Management Limited
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
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