WIDBROOK WEALTH MANAGEMENT LIMITED

3 KINGSMEAD TERRACE, BATH  BA1 1UX
  • Active
  • Private Limited Company
  • Company No. 06991366
  • Last Updated: 01 Mar 2024

Company Profile

WIDBROOK WEALTH MANAGEMENT LIMITED was incorporated on Friday, August 14, 2009 as a Private Limited Company with registered address in BATH. WIDBROOK WEALTH MANAGEMENT LIMITED has the status: Active and it's listed in the following category: Financial intermediation not elsewhere classified. This Private Limited Company has been operating for 15 years 2 months and 26 days.

Name WIDBROOK WEALTH MANAGEMENT LIMITED
Company number 06991366
Company type Private Limited Company
Incorporation date 14 Aug 2009
Status Active
Industry (SIC 2007)

Address

Registered Address 3 KINGSMEAD TERRACE
BATH
BA1 1UX
Country Of Origin ENGLAND

Map based on PostCode

Ownership Information

Individuals and organizations with significant control over the business either by owning at least 25% shares or by virtue of significant influence over the business.

Name Nature of Control
Mckenzie Wealth Management Ltd Kingsmead Terrace, BA1 1UX Dates: Thursday, December 16, 2021 - present
ownership of shares 75 to 100 percent
voting rights 75 to 100 percent
right to appoint and remove directors
Mr Philip David Needham Nationality: British Dates: Saturday, April 30, 2016 - Thursday, December 16, 2021
ownership of shares 75 to 100 percent

Accounts and Confirmation

Type of accounts TOTAL EXEMPTION FULL
End of financial Year 31 March
Next annual accounts due 31 December 2024, (51 days left)
Latest accounts 31 March 2023
Next confirmation statement due 11 September 2016
Last confirmation statement dated 14 August 2015

Mortgages

No mortgages have been registered against WIDBROOK WEALTH MANAGEMENT LIMITED.

Previous Names

Name Change Date
WIDBROOK WEALTH MANAGEMENT LIMITED 14 Aug 2009