Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 20 November 2026
- Last conf. stmt
- 6 November 2025
Integrity Wealth Bidco Limited
- Incorporated
- 20 November 2018 (7 years)
- Previously known as
- SFB Wealth Solutions Limited (until 22 January 2019)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- Greater London
- Address
- 40 Leadenhall StreetLondonEC3A 2BJ
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 20 November 2018
British
Born April 1977 (49)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 October 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Public Limited Company
Reg. no. 04402058
Holdings 1
Companies where Integrity Wealth Bidco Limited is registered as a person with significant control
Owns 25–50% of shares
Active
Former controllers (1)
31 October 2022
Group structure 22 companies
Ownership group derived from the Companies House PSC register
Adroit Financial Planning Limited Owns 75–100% of shares
Braemar Group Limited Owns 75–100% of shares
Brooks Macdonald Funds Limited Owns 75–100% of shares
Brooks Macdonald Financial Consulting Limited Owns 75–100% of shares
Cornelian Asset Managers Group Limited Owns 75–100% of shares
CST Wealth Management Limited Owns 75–100% of shares
Integrity Wealth (Holdings) Limited Owns 50–75% of shares
Integrity Wealth Solutions Limited Owns 75–100% of shares
Integrity Wealth Bidco Limited This company Owns 75–100% of shares
Levitas Investment Management Services Limited Owns 75–100% of shares
Lift-Financial Group Ltd Owns 75–100% of shares
Lift-Advice Ltd Owns 75–100% of shares
Lift-Financial Ltd Owns 75–100% of shares
Lift-Insurance Ltd Owns 75–100% of shares
Lift-Mortgages Limited Owns 75–100% of shares
Lift-Sport Limited Owns 75–100% of shares
Lift-Tax Limited Owns 75–100% of shares
Lift-Workwise Limited Owns 75–100% of shares
Lift-Invest Limited Owns 75–100% of shares
Lucas Fettes Holdings Limited Owns 75–100% of shares
Lucas Fettes and Partners (Financial Services) Limited Owns 75–100% of shares
Financials
Figures from 2021 accounts. Newer accounts, made up to 30 June 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £100
- no change
- Cash
- £0
- down £100 (100%)
Trend
Net Assets
Balance sheet detail
| 2021 | 2020 | 2019 | |
|---|---|---|---|
| Fixed Assets | £100 | £255,295 | £237,030 |
| Cash | £0 | £100 | £100 |
| Creditors (< 1 year) | £0 | £198,081 | £129,150 |
| Creditors (> 1 year) | £0 | £57,214 | £107,880 |
| Net Current Assets | £0 | (£197,981) | (£129,050) |
| Net Assets | £100 | £100 | £100 |
| Shareholder Funds | £100 | £100 | £100 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 April 2026 | Other filing | |||
| 3 April 2026 | Accounts filing | |||
| 3 April 2026 | Other filing | |||
| 3 April 2026 | Audit exemption subsidiary accounts | 30 June 2025 | ||
| 20 November 2025 | Registered office address changed |
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