# Wealth Experts Group Limited

## Details

- **Company number:** [13810742](https://find-and-update.company-information.service.gov.uk/company/13810742)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 21 Dec 2021
- **Registered office:** LANCASTER HOUSE ACKHURST BUSINESS PARK, FOXHOLE ROAD, CHORLEY, PR7 1NY
- **Nature of business:** [64209](/sic/64209) Activities of other holding companies n.e.c.
- **Corporate group:** [GMV Nominees Ltd](/group/4) (48580 companies)



## 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 |



## Owned by

Wealth Experts Group Limited → [Wealth Experts Holdings Limited](/company/12552541) → [PFM Group Limited](/company/05091707) → [Perspective Financial Group Limited](/company/06455775)



## Controls

- [Lyon Griffiths (Financial Services) Limited](/company/10365205) (10365205)
- [Perspective (Wealth Experts) Limited](/company/05918247) (05918247)
- [Wealth Experts (Highpoint) Limited](/company/08107342) (08107342)



## Directors' other companies

- [WARD, Sam Philip](/person/6372291) - director at [Perspective (Oxon) Limited](/company/04770494)
- [WARD, Sam Philip](/person/6372291) - director at [Informed Financial Advice Limited](/company/06954428)
- [WARD, Sam Philip](/person/6372291) - director at [Platinum Portfolios Limited](/company/03552172)
- [WARD, Sam Philip](/person/6372291) - director at [Perspective (Prosser Knowles) Limited](/company/04520041)
- [WARD, Sam Philip](/person/6372291) - director at [Charles Reynolds & Associates Limited](/company/02056650)
- [WARD, Sam Philip](/person/6372291) - director at [Foinaven Asset Management Ltd](/company/05015645)
- [WARD, Sam Philip](/person/6372291) - director at [JRT Wealth Management Limited](/company/07887215)
- [WARD, Sam Philip](/person/6372291) - director at [Granite Coast Ltd](/company/08303953)
- [WARD, Sam Philip](/person/6372291) - director at [P Bennett & Associates Limited](/company/08248892)
- [WARD, Sam Philip](/person/6372291) - director at [Perspective (North) Limited](/company/04021420)



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