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Woods Financial Management Limited
- Incorporated
- 23 December 2010 (15 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Alex James Ford Morley
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 22 The TythingWorcesterWR1 1HD
Filing status
- Accounts due
- 30 November 2026
- Last accounts
- 28 February 2025
- Conf. stmt due
- 2 December 2026
- Last conf. stmt
- 18 November 2025
Officers 1 active
Officer details are public data from the Companies House register.
Morley, Alex James Ford
Director · Appointed 25 April 2024
British
Born August 1967 (59)
Officer history (2 former)
25 April 2024
Appointed Morley, Alex James Ford as Director
25 April 2024
Resigned Woods, Fiona Louise as Director
25 April 2024
Resigned Woods, Mike as Director
23 December 2010
Appointed Woods, Fiona Louise as Director
23 December 2010
Appointed Woods, Mike as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 25 April 2024
Owns 75–100% of shares
Owns 75–100% of shares (as a firm)
Holds 75–100% of voting rights
Holds 75–100% of voting rights (as a firm)
Right to appoint and remove directors
Right to appoint and remove directors (as a firm)
Has significant influence or control (as a firm)
Private Limited Company
Reg. no. 12631719
Former controllers (1)
25 April 2024
Ceased Mike Woods — Owns 50–75% of shares
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Aretian Wealth Management Limited Owns 25–50% of shares
Bespoke-Advice Limited Owns 75–100% of shares
Bloomfield Wealth Management Ltd Owns 75–100% of shares
Cardan (PFP) Ltd Owns 75–100% of shares
Cardan Wealth Management LLP Holds 50–75% of voting rights
Premier Financial Planning Limited Owns 75–100% of shares
Woods Financial Management Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 28 February 2025 · total exemption full accounts
- Net Assets
- £159,140
- Cash
- £816
- Debt Ratio
- 3%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £32,071 | £49,549 | £10,767 | £10,958 | £12,213 |
| Current Assets | £164,491 | £149,645 | £117,616 | £174,819 | £109,699 | £93,824 |
| Debtors | £163,675 | £1,012 | £0 | £18,850 | £7,899 | £6,889 |
| Cash | £816 | £148,633 | £117,616 | £155,969 | £101,800 | £86,935 |
| Creditors (< 1 year) | £32,437 | £13,299 | £32,499 | £21,491 | £25,182 | |
| Net Current Assets | £159,140 | £117,208 | £104,317 | £142,320 | £88,208 | £68,642 |
| Net Assets | £159,140 | £144,520 | £145,930 | £152,903 | £99,077 | £80,659 |
| Shareholder Funds | £159,140 | £144,520 | £145,930 | £152,903 | £99,077 | £80,659 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 January 2026 | Confirmation statement with no updates | 18 November 2025 | ||
| 6 November 2025 | Total exemption full accounts | 28 February 2025 | ||
| 5 February 2025 | Compulsory strike-off action has been discontinued | |||
| 4 February 2025 | First Gazette notice for compulsory strike-off | |||
| 4 February 2025 | Confirmation statement with updates | 18 November 2024 |
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