Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 25 September 2027
- Last conf. stmt
- 11 September 2026
FA Wealth Ltd
- Incorporated
- 13 July 2011 (15 years)
- Previously known as
- FA Wealth Management Ltd (until 30 March 2017)This list may be incomplete. See all names on Companies House
- Industry
- Dormant Company (99999)
- Directors
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South East
- Address
- C/o Freeths LLP Northgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 13 July 2011
British
Born February 1970 (56)
Officer history (4 former)
17 June 2021
Resigned Howells, Michael as Director
13 May 2014
Appointed Howells, Michael as Director
13 May 2014
Resigned Financial Associates Ltd as Corporate Secretary
13 May 2014
3 October 2011
Resigned Barlow, Stephen Graham as Director
13 July 2011
13 July 2011
Appointed Barlow, Stephen Graham as Director
13 July 2011
Appointed Financial Associates Ltd as Corporate Secretary
13 July 2011
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 19 August 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 03970051
Former controllers (2)
19 August 2022
Ceased Sally Victoria Bryce — Owns 25–50% of shares
19 August 2022
Group structure 8 companies
Ownership group derived from the Companies House PSC register
Beaufort Financial Planning (West Midlands) Ltd Owns 75–100% of shares
FA Wealth Ltd This company Owns 75–100% of shares
FA92 Group Limited Owns 75–100% of shares
Jda Wealth Ltd Owns 75–100% of shares
Mellor Wealth Ltd Owns 50–75% of shares (as a firm)
Finli (FA92) Limited Owns 75–100% of shares
Four Oaks Financial Planning Limited Owns 75–100% of shares
Financials
Figures from 2021 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £219,050
- up £4,788 (2%)
- Cash
- £192,431
- up £9,550 (5%)
- Employees
- 10
- down 2 (17%)
- Debt Ratio
- 53%
- Current Ratio
- 2.3x
Trend
Net Assets
Balance sheet detail
| 2021 | 2020 | 2019 | |
|---|---|---|---|
| Fixed Assets | £113,698 | £313,447 | £355,305 |
| Current Assets | £351,649 | £350,957 | £233,103 |
| Debtors | £88,868 | £97,726 | £52,176 |
| Cash | £192,431 | £182,881 | £110,577 |
| Creditors (< 1 year) | £154,147 | £183,816 | £143,378 |
| Creditors (> 1 year) | £92,150 | £266,326 | £264,765 |
| Net Current Assets | £197,502 | £167,141 | £89,725 |
| Net Assets | £219,050 | £214,262 | £180,265 |
| Shareholder Funds | £219,050 | £214,262 | £180,265 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 5 September 2026 | Change of details for a person with significant control | |||
| 18 March 2026 | Other filing | |||
| 18 March 2026 | Other filing | |||
| 18 March 2026 | Accounts filing | |||
| 18 March 2026 | Audit exemption subsidiary accounts | 30 June 2025 |
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