Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 7 July 2027
- Last conf. stmt
- 23 June 2026
Essential Wealth Management and Advice Limited
- Incorporated
- 22 June 2000 (26 years)
- Previously known as
- Essential Financial Management Limited (until 21 January 2014)
- Industry
- Financial management (70221)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- 1-2 Great Farm BarnsWest WoodhayNewburyRG20 0BP
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
Dormer, Georgina Rose
Secretary · Appointed 8 January 2024
Director · Appointed 14 December 2010
British
Born October 1981 (45)
Officer history (6 former)
8 January 2024
Appointed Dormer, Georgina Rose as Secretary
4 January 2024
16 October 2017
9 October 2014
Resigned B H Company Secretaries Limited as Corporate Secretary
20 January 2014
20 January 2014
Appointed B H Company Secretaries Limited as Corporate Secretary
20 January 2014
Resigned Wheeler, Sonia Margaret as Secretary
14 December 2010
4 March 2009
Appointed Wheeler, Sonia Margaret as Secretary
4 March 2009
Resigned Youngman, John Anthony as Secretary
22 June 2000
22 June 2000
Appointed Youngman, John Anthony as Secretary
22 June 2000
22 June 2000
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 08336169
Former controllers (1)
16 October 2025
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £480,119
- Cash
- £93,587
- Employees
- 7
- Debt Ratio
- 21%
- Current Ratio
- 3.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £221,806 | £193,039 | £123,671 | £113,590 | £15,415 | £173,112 | £170,082 |
| Current Assets | £383,593 | £361,514 | £327,104 | £334,568 | £684,790 | £452,613 | £412,206 |
| Debtors | £290,006 | £289,350 | £290,333 | £287,711 | £286,751 | £296,094 | £297,991 |
| Cash | £93,587 | £72,164 | £36,771 | £46,857 | £398,039 | £156,519 | £114,215 |
| Creditors (< 1 year) | £122,228 | £109,663 | £92,835 | £83,109 | £82,229 | £65,850 | £66,780 |
| Net Current Assets | £261,365 | £251,851 | £234,269 | £251,459 | £602,561 | £386,763 | £345,426 |
| Net Assets | £480,119 | £441,348 | £355,075 | £362,694 | £614,377 | £556,276 | £511,909 |
| Shareholder Funds | £480,119 | £441,348 | £355,075 | £362,694 | £614,377 | £556,276 | £511,909 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 July 2026 | Total exemption full accounts | 31 December 2025 | ||
| 23 June 2026 | Confirmation statement with no updates | 23 June 2026 | ||
| 16 October 2025 | Notification of a person with significant control | |||
| 16 October 2025 | Cessation of a person with significant control | |||
| 21 August 2025 | Change of details for a person with significant control |
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