Wealth Experts Holdings Limited
- Company number
- 12552541
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 9 Apr 2020
- Nature of business
- Activities of other holding companies n.e.c.
- Corporate group
- GMV Nominees Ltd (48216 companies)
Registered office
Previous names
- DJH Wealth Management Limited (until 22 Mar 2022)
- Wealth Experts Limited (until 2 Nov 2021)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HESKETH, David John Philip | Director | 16 Dec 2025 | 14 Aug 2026 |
| WILKINSON, Ian Mitcheal | Director | 16 Dec 2025 | 14 Aug 2026 |
| WARD, Sam Philip | Director | 14 Aug 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Paul William Darley | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
9 Apr 2020 | 7 Jul 2021 |
| Mr Scott Daniel Heath | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
9 Apr 2020 | 7 Jul 2021 |
| Scott Heath (Holdings) Limited | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
1 Mar 2024 | 16 Dec 2025 |
| Pwdzjd Limited | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
1 Mar 2024 | 16 Dec 2025 |
| Mr Paul David Hulme | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
1 Mar 2024 | 16 Dec 2025 |
| Pfm Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
16 Dec 2025 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2024 | - | £32,062 | 3 |
| 31 Dec 2023 | - | £939 | 4 |
| 31 Dec 2022 | - | - | 4 |
| 31 Dec 2021 | - | - | 2 |
| 30 Apr 2021 Dormant | £100 | - | - |
Connections
Owned by
Wealth Experts Holdings Limited → PFM Group Limited → Perspective Financial Group Limited
Controls
- Wealth Experts Group Limited (13810742)
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
Companies at the same address
- A To Z Financial Planning Limited (05714997)
- Abbey Meads Financial Ltd (03005688)
- Accord Financial Management Limited (05195534)
- Airedale Pfs Limited (05316639)
- Avon Financial Advisers Limited (04355884)
- Beanland Financial Services Limited (06733970)
- Belper Independent Financial Solutions Limited (08028528)
- BLM Partnership Limited (03577162)
- Bowman Financial Planning Limited (02848374)
- Bsqfa Limited (05313715)