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Friendly Wealth Management Ltd
- Incorporated
- 7 February 2017 (9 years)
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Directors
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 20 February 2027
- Last conf. stmt
- 6 February 2026
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 14 August 2026
British
Born May 1986 (40)
Hesketh, David John Philip
Secretary · Appointed 1 April 2025
Officer history (3 former)
14 August 2026
14 August 2026
1 April 2025
Appointed Hesketh, David John Philip as Secretary
1 April 2025
1 April 2025
1 April 2025
Resigned Migowski, Marcin Krzysztof as Director
4 January 2021
7 February 2017
Appointed Migowski, Marcin Krzysztof as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 April 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 05091707
Former controllers (2)
1 April 2025
1 April 2025
Ceased Martin Miglowski — Owns 25–50% of shares
Group structure 21 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
Friendly Wealth Management Ltd This company Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £146,508
- Cash
- £79,172
- Employees
- 2
- Current Ratio
- 6.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2023 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £372 | £596 | £258 | ||
| Current Assets | £173,172 | £147,915 | £86,664 | £84,504 | £216,157 | £212,916 |
| Debtors | £94,000 | £7,600 | £37,600 | £37,600 | £36,168 | £7,600 |
| Cash | £79,172 | £140,315 | £49,064 | £46,904 | £179,989 | £205,316 |
| Creditors (< 1 year) | £26,664 | £15,662 | £2,789 | £7,574 | £2,978 | £9,408 |
| Net Current Assets | £146,508 | £132,253 | £83,875 | £76,930 | £213,179 | £203,508 |
| Net Assets | £146,508 | £132,625 | £84,471 | £77,825 | £204,026 | |
| Shareholder Funds | £84,471 | £77,825 | £213,437 | £204,026 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 August 2026 | Other filing | |||
| 15 August 2026 | Other filing | |||
| 15 August 2026 | Accounts filing | |||
| 15 August 2026 | Audit exemption subsidiary accounts | 31 December 2025 | ||
| 14 August 2026 | Appointment of a director |
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