Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 11 March 2027
- Last conf. stmt
- 25 February 2026
Money Wise Independent Financial Advisers Limited
- Incorporated
- 7 July 1997 (29 years)
- Industry
- Non-trading company (74990) Other business support service activities n.e.c. (82990)
- Owned by
- Accounts type
- Dormant
- Region
- South West
- Address
- No 1 Bath Quays1 Foundry LaneBathBA2 3GZ
Charges
- Total
- 6
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 6
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 13 May 2024
British
Born September 1991 (35)
Director · Appointed 1 July 2016
British
Born October 1978 (48)
Director · Appointed 1 November 2006
British
Born October 1970 (56)
Officer history (14 former)
13 May 2024
13 May 2024
13 May 2024
31 March 2023
31 May 2020
1 July 2016
1 July 2016
1 July 2016
1 July 2016
1 July 2016
18 May 2015
29 August 2012
30 April 2009
1 April 2009
6 October 2008
2 January 2008
1 January 2007
1 November 2006
1 November 2006
Resigned Underwood, David Peter as Director
27 July 2004
24 September 2001
24 September 2001
Resigned Derbyshire, Dorothy Lilian as Secretary
28 November 2000
28 November 2000
28 November 2000
Appointed Underwood, David Peter as Director
1 September 1998
Appointed Derbyshire, Dorothy Lilian as Secretary
1 September 1998
1 September 1998
7 July 1997
7 July 1997
7 July 1997
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 July 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 09568655
Former controllers (1)
1 July 2016
Ceased Fidelius Financial Holdings Ltd — Owns 75–100% of shares
Group structure 16 companies
Ownership group derived from the Companies House PSC register
FTS Venus Ltd Owns 50–75% of shares
Advance Platform Ltd Owns 75–100% of shares
Affuture Financial Limited Owns 75–100% of shares
Money Wise Independent Financial Advisers Limited This company Owns 75–100% of shares
Fidelius Employee Benefits Ltd Owns 75–100% of shares
Fidelius Group Ltd Owns 75–100% of shares
JSM (Bridgwater) Ltd Owns 75–100% of shares
Chartered Financial Management (UK) Limited Owns 75–100% of shares
Parallel Capital Ltd Owns 75–100% of shares
Robson Taylor Independent Financial Advisers Ltd Owns 75–100% of shares
Timothy James & Partners Holdings Limited Owns 75–100% of shares
Timothy James & Partners Limited Owns 75–100% of shares
Timothy James Consultancy Limited Owns 75–100% of shares
Vobis Limited Owns 25–50% of shares
Silver Levene Financial Limited Owns 25–50% of shares
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 October 2026 | Director's details changed | |||
| 3 March 2026 | Confirmation statement with updates | 25 February 2026 | ||
| 28 December 2025 | Accounts for a dormant company | 31 March 2025 | ||
| 25 February 2025 | Confirmation statement with no updates | 25 February 2025 | ||
| 6 January 2025 | Accounts for a dormant company | 31 March 2024 |
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