ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED
Company details
- Registered name
- ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED
- Company number
- 04020006
- Registered office
- 1-2 GREAT FARM BARNS, WEST WOODHAY, NEWBURY, BERKSHIRE, RG20 0BP
- Company type
- Private Limited Company
- Incorporated on
- 22 June 2000
- Status
- Active
- Age
- 26 years
- Previous names
- ESSENTIAL FINANCIAL MANAGEMENT LIMITED (to 21 Jan 2014)
- Nature of business (SIC)
- 70221 — Financial management
- Accounts — next due
- 30 Sept 2027
- Accounts — last made up to
- 31 Dec 2025
- Confirmation statement — next due
- 07 Jul 2027
- Confirmation statement — last
- 23 Jun 2026
What the register says
Facts from the register, with the dates they are filed under. Not a score: what they mean is for you to judge, and every line can be checked against Companies House itself.
- 1 of 1 registered charge outstanding — a lender has a claim over the assets.
Companies House register snapshot, read 02/09/2026.
People with significant control
Beneficial owners holding over 25% of shares, voting rights or the right to appoint directors
Corporate structure
Who controls this company, and who they control in turn
Connections
Change history
Reconstructed from the dated records Companies House publishes
| Date | Change | Was | Now |
|---|---|---|---|
| 16/10/2025 | Person with significant control ceased | Miss Sonia Margaret Wheeler | — |
| 03/07/2017 | Person with significant control added | — | Miss Sonia Margaret Wheeler |
| 06/04/2016 | Person with significant control added | — | Smw Financial Limited |
| 21/01/2014 | Registered name changed | ESSENTIAL FINANCIAL MANAGEMENT LIMITED | ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED |
Documents for ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED
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The full registration record as held today — name, number, status, registered office, company type, previous names, officers, PSC and SIC codes, timestamped for your file.
Every figure the company’s own accounts state, across each filed period, with year-on-year movement. Most UK companies file small or micro-entity accounts — a balance sheet and a headcount, no turnover or profit.
Who controls the company: persons with significant control, the nature of that control, the ownership graph and every other company those controllers hold.
Data protection register
Registered with the Information Commissioner's Office as a data protection fee payer.
The ICO publishes no company number, so this is matched on the registered name and confirmed by the postcode. Check the ICO entry before relying on it.
Get this company via API
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About ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED (04020006)
ESSENTIAL WEALTH MANAGEMENT AND ADVICE LIMITED is a private limited company incorporated on 22 June 2000 and registered in the United Kingdom under company number 04020006. Its registered office is at 1-2 GREAT FARM BARNS, WEST WOODHAY, NEWBURY, BERKSHIRE, RG20 0BP. The recorded nature of business is financial management (SIC 70221). The company is currently active , with statutory accounts last made up to 31 December 2025. , and the person with significant control is Miss Sonia Margaret Wheeler. This profile is provided by opendata.bot by Noetikos, aggregating official data from Companies House bulk data , last refreshed 2 September 2026.
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