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PW Financial Management Limited
- Incorporated
- 25 November 1999 (26 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Dormant
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 9 December 2026
- Last conf. stmt
- 25 November 2025
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 27 July 2026
British
Born May 1986 (40)
Officer history (7 former)
14 August 2026
Resigned Wilkinson, Ian Mitcheal as Director
27 July 2026
27 July 2026
19 December 2024
Resigned Waterfield, Alan Peter as Secretary
19 December 2024
19 December 2024
Appointed Wilkinson, Ian Mitcheal as Director
19 December 2024
Resigned Waterfield, Alan Peter as Director
19 December 2024
Resigned Adams, Roland John as Director
5 April 2001
25 November 1999
25 November 1999
Appointed Waterfield, Alan Peter as Secretary
25 November 1999
Appointed Adams, Roland John as Director
25 November 1999
25 November 1999
Appointed Waterfield, Alan Peter as Director
25 November 1999
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 19 December 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Company Limited By Shares
Reg. no. 05091707
Former controllers (1)
19 December 2024
Ceased Alan Peter Waterfield — Owns 75–100% of shares
Group structure 21 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
PW Financial Management Limited This company Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £80,427
- Employees
- 5
- Current Ratio
- 5.4x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £23 | £128 | £533 | £1,297 | £2,063 |
| Current Assets | £130,873 | £119,227 | £127,078 | £121,545 | £96,769 |
| Debtors | £50,446 | £45,737 | £34,081 | £39,540 | £79,686 |
| Cash | £80,427 | £73,490 | £92,997 | £82,005 | £17,083 |
| Creditors (< 1 year) | £24,418 | £31,732 | £28,125 | £29,087 | £28,823 |
| Net Current Assets | £106,455 | £87,495 | £98,953 | £92,458 | £67,946 |
| Shareholder Funds | £106,478 | £87,623 | £99,486 | £93,755 | £70,009 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 August 2026 | Termination of appointment of a director | |||
| 27 July 2026 | Appointment of a director | |||
| 27 July 2026 | Termination of appointment of a director | |||
| 24 June 2026 | Accounts for a dormant company | 31 December 2025 | ||
| 25 November 2025 | Director's details changed |
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