Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 31 December 2025
- Conf. stmt due
- 28 April 2027
- Last conf. stmt
- 14 April 2026
David Pinder Wealth Management Limited
- Incorporated
- 11 November 2013 (12 years)
- Industry
- Fund management activities (66300)
- Directors
- Andrew Thompson
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- C/o Freeths LLP 3rd FloorNorthgate House450-500 Silbury BoulevardMilton KeynesMK9 2AD
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 5 June 2026
Irish
Born July 1970 (56)
Thompson, Andrew
Director · Appointed 5 June 2026
British
Born November 1968
Officer history (1 former)
5 June 2026
5 June 2026
Appointed Thompson, Andrew as Director
5 June 2026
Resigned Pinder, David John as Director
11 November 2013
Appointed Pinder, David John as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 5 June 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 13787580
Former controllers (1)
5 June 2026
Ceased David John Pinder — Owns 75–100% of shares
Group structure 28 shown
Ownership group derived from the Companies House PSC register
Ashley Phillips Limited Owns 75–100% of shares
Beaufort Financial (Forth Valley) Ltd Owns 75–100% of shares
Beaufort Financial Planning (North West) Limited Owns 75–100% of shares
Beaufort Financial Planning (Three Counties) Ltd Owns 75–100% of shares
David Pinder Wealth Management Limited This company Owns 75–100% of shares
Finli (Client Assets) Limited Owns 75–100% of shares
Finli (FLP) Holdings Ltd Owns 75–100% of shares
Finli (FLP) Ltd Owns 75–100% of shares
Finli (GPH) Ltd Owns 75–100% of shares
Finli (GPC) Ltd Owns 75–100% of shares
Finli (GPGFS) Ltd Owns 75–100% of shares
Finli (G&P) Ltd Owns 75–100% of shares
Finli (Gpherts) Ltd Owns 75–100% of shares
Finli (GPS) Ltd Owns 75–100% of shares
Finli (Kent) Limited Owns 75–100% of shares
Finli (Westerham) LLP Holds 50–75% of voting rights
Goat's Garden Limited Owns 75–100% of shares
H H Wealth Limited Owns 75–100% of shares
Finli (PDB) Ltd Owns 75–100% of shares
Finli (Scotland) Limited Has significant influence or control
Finli (Orkney) Limited Owns 75–100% of shares
Finli (Thames Valley) Ltd Owns 75–100% of shares
Finli Limited Owns 75–100% of shares
Ian O'Brien Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Cash
- £53,671
- Employees
- 2
- Current Ratio
- 8.5x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £631 | £630 | £154 | £181 | £212 | £250 |
| Current Assets | £60,352 | £122,647 | £98,831 | £86,084 | £80,287 | £51,775 |
| Debtors | £6,681 | £5,075 | £5,493 | £4,668 | £1,822 | £3,360 |
| Cash | £53,671 | £117,572 | £93,338 | £81,416 | £78,465 | £48,415 |
| Creditors (< 1 year) | £7,077 | £27,730 | £23,542 | £20,073 | £21,966 | £18,123 |
| Net Current Assets | £53,275 | £94,917 | £75,289 | £66,011 | £58,321 | £33,652 |
| Shareholder Funds | £53,906 | £95,547 | £75,443 | £66,192 | £58,533 | £33,902 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 18 June 2026 | Termination of appointment of a director | |||
| 17 June 2026 | Notification of a person with significant control | |||
| 17 June 2026 | Appointment of a director | |||
| 17 June 2026 | Cessation of a person with significant control | |||
| 17 June 2026 | Appointment of a director |
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