Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 30 June 2026
- Conf. stmt due
- 18 March 2027
- Last conf. stmt
- 4 March 2026
Westward Financial Management Limited
- Incorporated
- 4 March 2005 (21 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 2 Swallow CourtSampford PeverellTivertonEX16 7EJ
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
British
Born June 1965 (61)
British
Born May 1963 (63)
Officer history (2 former)
7 July 2022
7 July 2022
Resigned Franklin, Simon Ward as Director
6 April 2021
11 October 2019
Resigned Franklin, Dawn as Secretary
4 March 2005
Appointed Franklin, Dawn as Secretary
4 March 2005
Appointed Franklin, Simon Ward as Director
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 7 July 2022
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 06552966
Corporate entity · Notified 7 July 2022
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 07679864
Former controllers (3)
7 July 2022
7 July 2022
Ceased Simon Ward Franklin — Owns 50–75% of shares
6 April 2021
Ceased Dawn Franklin — Owns 25–50% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Optimetrics Limited Owns 25–50% of shares
Westward Financial Management Limited This company Owns 25–50% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 30 June 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £197,779
- Employees
- 5
- Debt Ratio
- 61%
- Current Ratio
- 7.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £7,042 | £8,802 | £10,955 | £6,036 | £7,773 | £7,902 |
| Current Assets | £494,094 | £503,017 | £487,251 | £49,653 | £46,277 | £51,437 |
| Creditors (< 1 year) | £65,659 | £53,831 | £5,165 | £9,053 | £14,931 | |
| Creditors (> 1 year) | £233,027 | £308,435 | ||||
| Net Current Assets | £428,435 | £449,186 | £470,819 | £44,488 | £37,224 | £36,506 |
| Net Assets | £197,779 | £147,553 | £113,330 | £48,524 | £43,497 | £42,788 |
| Shareholder Funds | £197,779 | £147,553 | £113,330 | £48,524 | £43,497 | £42,788 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 18 August 2026 | Total exemption full accounts | 30 June 2026 | ||
| 17 March 2026 | Confirmation statement with no updates | 4 March 2026 | ||
| 17 March 2026 | Micro company accounts | 30 June 2025 | ||
| 27 March 2025 | Confirmation statement with no updates | 4 March 2025 | ||
| 12 November 2024 | Director's details changed |
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