Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 27 May 2027
- Last conf. stmt
- 13 May 2026
Tam Financial Ltd
- Incorporated
- 24 May 2012 (14 years)
- Industry
- Activities of financial services holding companies (64205)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- Greater London
- Address
- One Leadenhall Level 231 Leadenhall StreetLondonEC3V 1AB
Officers 5 active
Officer details are public data from the Companies House register.
Director · Appointed 23 April 2026
British
Born January 1982 (44)
British
Born September 1985 (41)
British
Born September 1977 (49)
Director · Appointed 22 April 2024
British
Born May 1964 (62)
Director · Appointed 3 November 2023
British
Born January 1961 (65)
Officer history (5 former)
16 July 2026
23 April 2026
31 October 2025
1 January 2025
22 April 2024
Resigned Brunt, Simon as Director
22 April 2024
22 April 2024
31 December 2023
3 November 2023
Appointed Brunt, Simon as Director
3 November 2023
3 November 2023
Resigned Gracey, John Charles as Secretary
7 June 2019
22 May 2019
20 August 2018
Appointed Gracey, John Charles as Secretary
24 May 2012
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 3 November 2023
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 11942058
Former controllers (1)
3 November 2023
Group structure 60 shown
Ownership group derived from the Companies House PSC register
Amber River Limited Owns 75–100% of shares
Amber River Investment Solutions LLP Holds 75–100% of voting rights
Johnston Financial Asset Management Limited Owns 75–100% of shares
Chancery Financial Planning Holdings Limited Owns 75–100% of shares
Amber River Chancery Ltd Owns 75–100% of shares
Chancery Financial Planning LLP Holds 75–100% of voting rights
H B Cranfield Wealth Management Ltd. Owns 75–100% of shares
John Eames Limited Owns 75–100% of shares
CM Bidco Limited Owns 75–100% of shares
DMWSL 946 Limited Owns 75–100% of shares
CC Topco Limited Owns 75–100% of shares
CC Bidco Limited Owns 75–100% of shares
Charles Cameron and Associates Limited Owns 75–100% of shares
Emery (Ifa) Limited Owns 75–100% of shares
J M Wakeling Independent Financial Advisers Limited Owns 75–100% of shares
The Broughton Wilkins Partnership Ltd Owns 75–100% of shares
Hyacinth Bidco Limited Owns 75–100% of shares
Heritage Financial Limited Owns 75–100% of shares
Jacaranda Bidco Limited Owns 75–100% of shares
Johnston Financial Limited Owns 75–100% of shares
Poise Financial Planning Limited Owns 75–100% of shares
Johnston Campbell Holdings Limited Owns 75–100% of shares
Spring Meadow Investment Ltd Owns 75–100% of shares
Bartholomew & James (Financial Services) Limited Owns 75–100% of shares
Larkspur Bidco Limited Owns 75–100% of shares
Haywood & Co Financial Planning Limited Owns 75–100% of shares
Huntington Ross Financial Services Limited Owns 75–100% of shares
Leodis Wealth Limited Owns 75–100% of shares
MSM Independent Financial Services Limited Owns 75–100% of shares
Premier Financial Management Ltd Owns 75–100% of shares
Regrowth Holdings Limited Owns 75–100% of shares
Hugh Davies Associates Limited Owns 75–100% of shares
Kingfurness & Associates Limited Owns 75–100% of shares
RTFP Holdings Limited Owns 75–100% of shares
Sfia 2020 Limited Owns 75–100% of shares
Eastwood Financial Solutions Ltd Owns 75–100% of shares
Sfia Wealth Management Limited Owns 75–100% of shares
Shipman Group Holdings Limited Holds 75–100% of voting rights
Astute Money Financial Planning Ltd Owns 75–100% of shares
Shipman Group Limited Owns 75–100% of shares
Shipman Wealth Management Ltd Owns 75–100% of shares
Whichers Ifa Limited Owns 75–100% of shares
Socium Group Nominee Limited Owns 75–100% of shares
Tam Financial Ltd This company Owns 50–75% of shares
Tam Asset Management Ltd Owns 75–100% of shares
Tam Work Place Pensions Ltd Owns 75–100% of shares
You Give We Give Ltd Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Cash
- £61,696
- Profit
- (£510,179)
- Employees
- 5
- Current Ratio
- 1.9x
- Return on Equity
- -33%
Trend
Shareholder Funds
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £1,468,588 | £2,106,830 | £1,807,677 | £2,038,219 | £1,520,079 |
| Current Assets | £196,622 | £317,264 | £383,168 | £399,669 | £404,404 |
| Cash | £61,696 | £142,868 | £222,054 | £245,672 | £119,838 |
| Creditors (< 1 year) | £102,476 | £26,181 | £514 | £169,898 | £45,150 |
| Net Current Assets | £94,146 | £291,083 | £382,654 | £229,771 | £359,254 |
| Shareholder Funds | £1,562,734 | £2,397,913 | £2,190,331 | £2,267,990 | £1,879,333 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 October 2026 | Audit exemption subsidiary accounts | 31 December 2025 | ||
| 21 October 2026 | Accounts filing | |||
| 23 July 2026 | Termination of appointment of a director | |||
| 21 May 2026 | Confirmation statement with no updates | 13 May 2026 | ||
| 28 April 2026 | Appointment of a director |
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