What Forum Wealth Management say about themselves
“Financial Advice from Financial Advisers providing information and advice on your personal financial planning in Aldgate”
Forum Wealth Management Limited
- Incorporated
- 26 June 2003 (23 years)
- Industry
- Life insurance (65110) Non-life insurance (65120)Pension funding (65300)
- Owned by
- Jonathan St. George Downe
- Accounts type
- Total exemption full
- Region
- Greater London
- Address
- 46 Aldgate High StreetLondonEC3N 1AL
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 10 July 2027
- Last conf. stmt
- 26 June 2026
Officers 3 active
Officer details are public data from the Companies House register.
British
Born July 1971 (55)
British
British
Born July 1961 (65)
Officer history (3 former)
1 December 2010
Resigned Schiffman, Lester Harvey as Director
1 December 2007
Resigned Porritt, Gavin David as Director
14 September 2007
6 April 2007
Appointed Schiffman, Lester Harvey as Director
16 March 2005
Appointed Porritt, Gavin David as Director
26 June 2003
26 June 2003
26 June 2003
26 June 2003
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born July 1971 (55)
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born July 1961 (65)
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £175,385
- Cash
- £195,065
- Employees
- 4
- Debt Ratio
- 14%
- Current Ratio
- 6.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £1,257 | £613 | £1,514 | £2,679 | £6,773 | £8,068 |
| Current Assets | £203,756 | £196,666 | £160,026 | £155,859 | £79,397 | £63,390 |
| Debtors | £8,691 | £13,735 | £16,260 | £16,500 | £22,921 | £16,522 |
| Cash | £195,065 | £182,931 | £143,766 | £139,359 | £56,476 | £46,868 |
| Creditors (< 1 year) | £29,554 | £32,257 | £35,978 | £55,036 | £35,777 | £38,439 |
| Net Current Assets | £174,202 | £164,409 | £124,048 | £100,823 | £43,620 | £24,951 |
| Net Assets | £175,385 | £165,022 | £125,520 | £103,293 | £49,472 | £31,932 |
| Shareholder Funds | £175,385 | £165,022 | £125,520 | £103,293 | £49,472 | £31,932 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 August 2026 | Total exemption full accounts | 31 March 2026 | ||
| 24 July 2026 | Confirmation statement with updates | 26 June 2026 | ||
| 10 July 2026 | Change of details for a person with significant control | |||
| 21 August 2025 | Total exemption full accounts | 31 March 2025 | ||
| 26 June 2025 | Confirmation statement with no updates | 26 June 2025 |
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