OpenCompanies

Institute For Financial Wellbeing Limited

Company number
12313690
Status
Active
Type
Pri/Ltd By Guar/Nsc (Private, Limited By Guarantee, No Share Capital)
Incorporated
13 Nov 2019
Nature of business
Management consultancy activities other than financial management

Registered office

Queen Square House Queen Square
18-21 Queen Square House
Bristol
BS1 4NH

Previous names

  • Initiative For Financial Wellbeing Limited (until 16 Aug 2022)

Control

NameNature of controlNotifiedCeased
Thomas Frank Morris Voting Rights 25 To 50 Percent 13 Nov 2019 15 Mar 2024
Mr Christopher David Budd Voting Rights 25 To 50 Percent 13 Nov 2019 15 Mar 2024
Mr Nick Marsh Right To Appoint And Remove Directors
Right To Appoint And Remove Directors As Trust
Right To Appoint And Remove Directors As Firm
1 Mar 2024 29 Oct 2025
Mr Charles Jack Goodman Right To Appoint And Remove Directors
Right To Appoint And Remove Directors As Firm
29 Oct 2025
Mr Hiren Panchal Right To Appoint And Remove Directors
Right To Appoint And Remove Directors As Firm
29 Oct 2025

Accounts

Year ended Net assets Employees
30 Nov 2025 -£3,307 -
30 Nov 2024 -£4,932 -
30 Nov 2023 - 0
30 Nov 2022 - 0
30 Nov 2021 - 0
30 Nov 2020 - 0

Data