# Institute For Financial Wellbeing Limited

## Details

- **Company number:** [12313690](https://find-and-update.company-information.service.gov.uk/company/12313690)
- **Status:** Active
- **Type:** PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital)
- **Incorporated:** 13 Nov 2019
- **Registered office:** QUEEN SQUARE HOUSE QUEEN SQUARE, 18-21 QUEEN SQUARE HOUSE, BRISTOL, BS1 4NH
- **Nature of business:** [70229](/sic/70229) Management consultancy activities other than financial management


## Previous names

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




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 |