Website & contact details
- Website
FB Wealth Management Limited
- Incorporated
- 13 July 2010 (16 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Rachel Marie DuncalfDale Andrew Regan
- Owned by
- FB Wealth Management Trustees Limited
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- 26 South St. Marys GateGrimsbyDN31 1LW
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 27 July 2027
- Last conf. stmt
- 13 July 2026
Officers 7 active
Officer details are public data from the Companies House register.
Duncalf, Rachel Marie
Director · Appointed 1 October 2026
British
Born March 1986 (40)
Regan, Dale Andrew
Director · Appointed 1 October 2026
British
Born September 1981 (45)
Director · Appointed 1 April 2025
British
Born November 1979
Director · Appointed 12 December 2022
British
Born November 1990
Jones, Philip Ivor Davison
Director · Appointed 18 October 2019
British
Born April 1970 (56)
British
Born March 1987 (39)
Boulton, Neil
Director · Appointed 1 January 2017
British
Born May 1959 (67)
Officer history (9 former)
1 October 2026
Appointed Regan, Dale Andrew as Director
1 October 2026
Appointed Duncalf, Rachel Marie as Director
3 June 2026
Resigned Baker, Elaine Mary as Director
1 April 2025
31 March 2025
12 December 2022
12 December 2022
12 December 2022
Resigned Fearn, Peter Stuart as Secretary
4 May 2021
Appointed Baker, Elaine Mary as Director
18 October 2019
Appointed Jones, Philip Ivor Davison as Director
27 June 2019
31 March 2019
1 January 2017
Appointed Boulton, Neil as Director
30 November 2016
Resigned Varley, John Andrew as Director
31 March 2016
Resigned Smith, Mark Robert Gardner as Director
16 July 2015
Resigned Marshall, James as Director
16 July 2015
4 March 2015
1 October 2014
Appointed Marshall, James as Director
1 August 2011
1 August 2011
Appointed Varley, John Andrew as Director
13 July 2010
13 July 2010
Appointed Smith, Mark Robert Gardner as Director
13 July 2010
Appointed Fearn, Peter Stuart as Secretary
13 July 2010
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
FB Wealth Management Trustees Limited
Legal person · Notified 14 October 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
What Fb Wealth Management say about themselves
“We provide exceptional, bespoke wealth management and financial planning services throughout Lincolnshire and the East Yorkshire region.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 July 2026 | Confirmation statement with no updates | 13 July 2026 | ||
| 4 June 2026 | Termination of appointment of a director | |||
| 30 March 2026 | Replacement filing for the appointment of a director | |||
| 17 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 1 September 2025 | Registered office address changed |
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