Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 30 January 2027
- Last conf. stmt
- 16 January 2026
Sfia Wealth Management Limited
- Incorporated
- 16 January 2014 (12 years)
- Previously known as
- Moerae Life Financial Planning Limited (until 13 December 2019)Future Life Financial Planning Limited (until 18 March 2015)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Glen William Neagle
- Owned by
- Accounts type
- Full
- Region
- South East
- Address
- 27 Moorbridge RoadMaidenheadSL6 8LT
Officers 2 active
Officer details are public data from the Companies House register.
Neagle, Glen William
Director · Appointed 7 July 2021
British
Born June 1970 (56)
British
Born June 1965 (61)
Officer history (4 former)
28 February 2023
Resigned Swann, Lars Fredrick Arthur as Secretary
7 July 2021
Appointed Neagle, Glen William as Director
23 October 2020
Appointed Swann, Lars Fredrick Arthur as Secretary
1 October 2019
Resigned Caunt, Samuel Leigh as Secretary
1 October 2019
1 October 2019
Resigned Caunt, Samuel Leigh as Director
30 September 2019
16 January 2014
Appointed Caunt, Samuel Leigh as Secretary
16 January 2014
16 January 2014
Appointed Caunt, Samuel Leigh as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 22 October 2020
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 12136851
Former controllers (4)
22 October 2020
Ceased Cdesc Limited — Owns 75–100% of shares
1 January 2020
1 January 2020
1 January 2020
Ceased Sam Leigh Caunt — Owns 25–50% of shares
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 This company 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 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 2022 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £2,108,344
- Cash
- £1,418,048
- Employees
- 35
- Debt Ratio
- 35%
Trend
Net Assets
Balance sheet detail
| 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|
| Fixed Assets | £1,595,416 | £1,147,165 | £28,583 | £0 |
| Current Assets | £1,624,663 | £1,104,923 | £905,333 | £71,428 |
| Debtors | £206,615 | £92,526 | £592,591 | £0 |
| Cash | £1,418,048 | £1,012,397 | £312,742 | £71,428 |
| Creditors (< 1 year) | £577,969 | |||
| Creditors (> 1 year) | £43,166 | £146,466 | ||
| Net Current Assets | £823,152 | £526,954 | £143,527 | £54,298 |
| Net Assets | £2,108,344 | £1,320,466 | £166,679 | £54,298 |
| Shareholder Funds | £1,320,466 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 January 2026 | Confirmation statement with no updates | 16 January 2026 | 3 | |
| 5 December 2025 | Director's details changed | 2 | ||
| 24 September 2025 | Full accounts | 31 December 2024 | 32 | |
| 5 February 2025 | Confirmation statement with no updates | 16 January 2025 | 3 | |
| 7 October 2024 | Full accounts | 31 December 2023 | 37 |
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