Mwa Financial Advice Ltd

Active05254380 Private limited company
Incorporated
8 October 2004 (22 years)
Previously known as
Eversley Estate Planners Limited (until 8 February 2022)
This list may be incomplete. See all names on Companies House
Industry
Activities of mortgage finance companies (64922)
Financial intermediation not elsewhere classified (64999)
Activities auxiliary to financial intermediation n.e.c. (66190)
Activities of insurance agents and brokers (66220)
Accounts type
Total exemption full
Region
Greater London
Address
2nd Floor 5 Hatfields (Alto)
2nd Floor 5 Hatfields (Alto)
London
SE1 9PG

Filing status

Accounts due
31 December 2027
Last accounts
31 March 2026
Conf. stmt due
21 October 2027
Last conf. stmt
7 October 2026

Charges

Total
8
Outstanding
3
Part satisfied
0
Satisfied
5

Officers 6 active

Officer details are public data from the Companies House register.

Director · Appointed 22 September 2026
British
Born July 1972 (54)
Director · Appointed 22 September 2026
British
Born June 1965 (61)
Director · Appointed 22 September 2026
British
Born June 1983 (43)
Deruelle, Marine Aurore Cécile
Director · Appointed 25 September 2023
French,Australian
Born September 1984 (42)
Director · Appointed 21 September 2021
British
Born February 1968 (58)
Banks, Dean Campbell
Director · Appointed 18 January 2019
Australian
Born May 1973 (53)
Officer history (3 former)
22 September 2026
Appointed Fraser, Nicola Jane as Director
22 September 2026
Appointed Palmer, David as Director
22 September 2026
Appointed Parekh, Niral Ashvin as Director
28 August 2026
Resigned Young, Philip Andrew as Director
25 September 2023
Appointed Deruelle, Marine Aurore Cécile as Director
7 September 2023
Appointed Young, Philip Andrew as Director
21 September 2021
Appointed Rosengarten, Edward Louis as Director
18 January 2019
Appointed Banks, Dean Campbell as Director
18 January 2019
Resigned Williams, Nicola as Secretary
18 January 2019
Resigned Williams, Glen Mcdonald as Director
8 October 2004
Appointed Williams, Nicola as Secretary
8 October 2004
Appointed Williams, Glen Mcdonald as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 24 September 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 03882013
Former controllers (2)
24 September 2026
Ceased Mwa Holdings Limited — Owns 75–100% of shares
18 January 2019
Ceased Glendon Mcdonald Williams — Holds 75–100% of voting rights (as a firm)

Group structure 7 companies

Ownership group derived from the Companies House PSC register

Atomos Financial Planning Limited Owns 75–100% of shares
Define Financial Planning Limited DissolvedOwns 75–100% of shares
Equanimity Independent Financial Advisers Limited DissolvedOwns 75–100% of shares
Mwa Financial Advice Ltd This company Owns 75–100% of shares
Scott's Wealth Management Limited Proposed for strike-offOwns 75–100% of shares
Shore Financial Planning (Plymouth) Limited Status not confirmedOwns 75–100% of shares

Financials

Net Assets
£3,560,427
Cash
£402,214
Employees
37
Debt Ratio
12%

Trend

Net Assets
£0 £2.0M £4.0M 2020 2021 2022 2024 2025 £74,588 £95,202 £170,923 £1,679,520 £3,560,427
Balance sheet detail
202520242023202220212020
Fixed Assets£38,102£15,947£9,361£17,841£20,357
Current Assets£3,991,875£1,976,381£458,241£515,556£455,675
Debtors£3,589,661£1,737,304£358,789£483,400£230,808
Cash£402,214£239,077£22,284£32,156£224,867
Creditors (< 1 year)£117,761£216,393£208,580£167,742
Creditors (> 1 year)£0£78,507£226,225£229,834
Net Current Assets£3,530,674£1,666,603£241,848£306,976£287,933
Net Assets£3,560,427£1,679,520£170,923£95,202£74,588
Shareholder Funds£170,923£95,202£74,588

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
31 October 2026Satisfaction of a charge in full
31 October 2026Satisfaction of a charge in full
31 October 2026Satisfaction of a charge in full
8 September 2026Termination of appointment of a director
26 August 2026Total exemption full accounts31 March 2026
Show all recent filings

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