Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 11 July 2025
- Conf. stmt due
- 6 October 2027
- Last conf. stmt
- 22 September 2026
Boardman Wealth Management Ltd
- Incorporated
- 16 November 1999 (26 years)
- Previously known as
- Somersall Financial Management Limited (until 25 May 2018)Somersall Independent Financial Advisers Limited (until 12 August 2004)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- Unit 2A Wakefield 41 Business ParkSouth Park WayWakefieldWF2 0XJ
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 11 July 2025
British
Born March 1969 (57)
Officer history (4 former)
11 July 2025
11 July 2025
Resigned Boardman, Carmen Elisabeth as Secretary
11 July 2025
Resigned Boardman, Peter as Director
16 November 1999
16 November 1999
16 November 1999
16 November 1999
16 November 1999
Appointed Boardman, Carmen Elisabeth as Secretary
16 November 1999
Appointed Boardman, Peter as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 11 July 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13267152
Former controllers (2)
11 July 2025
Ceased Carmen Elisabeth Boardman — Owns 25–50% of shares
11 July 2025
Ceased Peter Boardman — Owns 25–50% of shares
Financials
Balance sheet as at 11 July 2025 · total exemption full accounts
- Net Assets
- £12,241
- Cash
- £0
- Employees
- 6
- Debt Ratio
- 71%
- Current Ratio
- 1.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £58,977 | £15,235 | £19,183 | £24,245 | £27,563 |
| Current Assets | £42,761 | £302,952 | £336,522 | £310,938 | £307,399 | £396,816 |
| Debtors | £42,761 | |||||
| Cash | £0 | £51,959 | £36,682 | £277,078 | £100,969 | £248,445 |
| Creditors (< 1 year) | £30,520 | £100,339 | £168,951 | £131,842 | £115,320 | £158,270 |
| Creditors (> 1 year) | £0 | £48,747 | £18,619 | £76,298 | £115,227 | £168,084 |
| Net Current Assets | £12,241 | £202,613 | £167,571 | £179,096 | £192,079 | £238,546 |
| Net Assets | £12,241 | £202,343 | £161,287 | £118,381 | £95,897 | £92,825 |
| Shareholder Funds | £12,241 | £202,343 | £161,287 | £118,381 | £95,897 | £92,825 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 November 2026 | Application to strike the company off the register | |||
| 17 June 2026 | Total exemption full accounts | 11 July 2025 | ||
| 17 March 2026 | Previous accounting period shortened | |||
| 23 September 2025 | Confirmation statement with updates | 22 September 2025 | ||
| 15 July 2025 | Cessation of a person with significant control |
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