Wealth Experts Group Limited
- Company number
- 13810742
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 21 Dec 2021
- Nature of business
- Activities of other holding companies n.e.c.
- Corporate group
- GMV Nominees Ltd (48580 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| WARD, Sam Philip | Director | 14 Aug 2026 | |
| HESKETH, David John Philip | Director | 16 Dec 2025 | 16 Aug 2026 |
| WILKINSON, Ian Mitcheal | Director | 16 Dec 2025 | 16 Aug 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Wealth Experts Holdings Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
21 Dec 2021 |
Accounts
| Year ended | Net assets | Employees |
|---|---|---|
| 31 Dec 2024 | £3,743,557 | 0 |
| 31 Dec 2023 | £4,341,111 | 2 |
| 31 Dec 2022 | - | 2 |
Connections
Owned by
Wealth Experts Group Limited → Wealth Experts Holdings Limited → PFM Group Limited → Perspective Financial Group Limited
Controls
- Lyon Griffiths (Financial Services) Limited (10365205)
- Perspective (Wealth Experts) Limited (05918247)
- Wealth Experts (Highpoint) Limited (08107342)
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
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