# Keith Mason Wealth Management Limited

## Details

- **Company number:** [11191214](https://find-and-update.company-information.service.gov.uk/company/11191214)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 6 Feb 2018
- **Registered office:** LANCASTER HOUSE, FOXHOLE ROAD, CHORLEY, PR7 1NY
- **Nature of business:** [70221](/sic/70221) Financial management



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WARD, Sam Philip | director | 23 Jul 2026 |  |
| HESKETH, David John Philip | director | 28 Oct 2024 | 23 Jul 2026 |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Pfm Group Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 28 Oct 2024 |  |
| Mr Keith Mason | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Feb 2018 | 28 Oct 2024 |



## Accounts

| Year ended | Net assets | Employees |
|---|---|---|
| 29 Feb 2024 | £285,532 | 2 |
| 28 Feb 2023 | £200,806 | 3 |
| 28 Feb 2022 | £172,356 | 2 |
| 28 Feb 2021 | £150,188 | 1 |
| 29 Feb 2020 | £92,666 | 1 |
| 28 Feb 2019 | £3,146 | 1 |





## Directors' other companies

- [WARD, Sam Philip](/person/6372291) - director at [Perspective (Oxon) Limited](/company/04770494)
- [WARD, Sam Philip](/person/6372291) - director at [Informed Financial Advice Limited](/company/06954428)
- [WARD, Sam Philip](/person/6372291) - director at [Platinum Portfolios Limited](/company/03552172)
- [WARD, Sam Philip](/person/6372291) - director at [Perspective (Prosser Knowles) Limited](/company/04520041)
- [WARD, Sam Philip](/person/6372291) - director at [Charles Reynolds & Associates Limited](/company/02056650)
- [WARD, Sam Philip](/person/6372291) - director at [Foinaven Asset Management Ltd](/company/05015645)
- [WARD, Sam Philip](/person/6372291) - director at [JRT Wealth Management Limited](/company/07887215)
- [WARD, Sam Philip](/person/6372291) - director at [Granite Coast Ltd](/company/08303953)
- [WARD, Sam Philip](/person/6372291) - director at [P Bennett & Associates Limited](/company/08248892)
- [WARD, Sam Philip](/person/6372291) - director at [Perspective (North) Limited](/company/04021420)



## Companies at the same address

- [Future Lifestyle Limited](/company/04640684) (04640684)
- [Millfield Osceola Financial Consultancy Limited](/company/04340642) (04340642)
- [Vista Platform Services Ltd](/company/07611214) (07611214)