OpenCompanies

Trafalgar Wealth Ltd

Company number
12501062
Status
Active
Type
Private Limited Company
Incorporated
5 Mar 2020
Nature of business
Activities auxiliary to financial intermediation n.e.c.
Corporate group
Wealth Services Holdco Limited (43 companies)

Registered office

40 Hoghton Street
Southport
PR9 0PQ

Previous names

  • Trafalgar Wealth Group Ltd (until 13 Jul 2020)

Control

NameNature of controlNotifiedCeased
Mr Anthony Robert Ferns Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent
5 Mar 2020 1 Apr 2021
Mrs Georgina Kay Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent
17 Nov 2022 21 Nov 2024
Richard James Kay Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent
Right To Appoint And Remove Directors
5 Mar 2020 21 Nov 2024
Lwm Ar Holdco Limited Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors
21 Nov 2024

Accounts

Year ended Net assets Employees
31 Oct 2024 - -
30 Jun 2024 £7,975 2
30 Jun 2023 £18,579 2
30 Jun 2022 £100 2
30 Jun 2021 £100 2

Connections

Owned by

Trafalgar Wealth Ltd → LWM Ar Holdco LimitedLync Wealth Management LimitedLync Wealth Holdco LimitedWealth Services Holdco Limited

Controls

Companies at the same address

Data