What M4 Financial Group say about themselves
“SIP Wealth Management is a specialist Practice of Independent Financial Advisers with over 50 years experience in developing ‘Self Invested’ Pensions.”
M4 Financial Group Limited
- Incorporated
- 5 April 2012 (14 years)
- Previously known as
- W P S Financial Group Limited (until 8 November 2024)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Jonathan Simon Francis
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- Unit BMarina Villas Trawler RoadMaritime QuarterSwanseaSA1 1FZ
Website & contact details
- Website
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 11 July 2027
- Last conf. stmt
- 27 June 2026
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 9 December 2024
British
Born January 1998 (28)
British
Born September 1971 (55)
Director · Appointed 5 April 2012
Also at Sip Wealth Management Ltd · more companies
British
Born June 1967 (59)
Officer history (4 former)
31 March 2025
9 December 2024
9 December 2024
7 September 2021
25 May 2016
25 April 2015
25 April 2015
2 June 2014
29 July 2013
5 April 2012
5 April 2012
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born June 1967 (59)
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Net Assets
- £18,291
- Cash
- £136,348
- Employees
- 3
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2019 | |
|---|---|---|---|---|---|---|
| Current Assets | £141,649 | £233,127 | £415,947 | £386,415 | £460,988 | £203,261 |
| Debtors | £5,301 | £12,773 | ||||
| Cash | £136,348 | £233,127 | £415,947 | £373,642 | £443,684 | |
| Creditors (< 1 year) | £107,057 | £5,870 | £18,019 | £39,083 | ||
| Creditors (> 1 year) | £50,000 | £149,760 | £357,311 | £346,764 | £354,697 | £93,000 |
| Net Current Assets | £68,291 | £125,909 | £308,890 | £380,545 | £442,969 | £164,178 |
| Net Assets | £18,291 | (£23,851) | (£48,421) | £33,781 | £88,272 | £71,178 |
| Shareholder Funds | (£48,421) | £33,781 | £88,272 | £71,178 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 July 2026 | Confirmation statement with no updates | 27 June 2026 | ||
| 26 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 10 July 2025 | Confirmation statement with updates | 27 June 2025 | ||
| 1 April 2025 | Termination of appointment of a director | |||
| 1 April 2025 | Change of details for a person with significant control |
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