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Company number
12313690

INSTITUTE FOR FINANCIAL WELLBEING LIMITED

Active
✓ Active company on the official register. Next accounts due 31 August 2027.

Company details

South West, England Contains OS data © Crown copyright and database right. Contains Royal Mail data © Royal Mail copyright and database right. Source: Office for National Statistics licensed under the Open Government Licence v.3.0.
Registered name
INSTITUTE FOR FINANCIAL WELLBEING LIMITED
Company number
12313690
Registered office
QUEEN SQUARE HOUSE QUEEN SQUARE, 18-21 QUEEN SQUARE HOUSE, BRISTOL, BS1 4NH, ENGLAND · 22 other companies at this postcode
Company type
PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital)
Incorporated on
13 November 2019
Status
Active
Age
6 years
Previous names
INITIATIVE FOR FINANCIAL WELLBEING LIMITED (to 16 Aug 2022)
Nature of business (SIC)
70229 — Management consultancy activities other than financial management
Accounts — next due
31 Aug 2027
Accounts — last made up to
30 Nov 2025
Confirmation statement — next due
26 Nov 2026
Confirmation statement — last
12 Nov 2025

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.

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

Mr Charles Jack Goodman
can appoint and remove directors · can appoint and remove directors (through a firm)
Notified 29/10/2025
Mr Christopher David Budd
holds 25–50% of voting rights
Notified 13/11/2019
Mr Hiren Panchal
can appoint and remove directors · can appoint and remove directors (through a firm)
Notified 29/10/2025
Mr Nick Marsh
can appoint and remove directors · can appoint and remove directors (through a trust) · can appoint and remove directors (through a firm)
Notified 01/03/2024
Thomas Frank Morris
holds 25–50% of voting rights
Notified 13/11/2019

Corporate structure

Who controls this company, and who they control in turn

5 controllers Drag to move · scroll to zoom · double-click to expand
Company Person Current control Ended

Connections

Mr Charles Jack Goodman
born 04/1983 · England can appoint and remove directors · can appoint and remove directors Notified 29/10/2025 Controls 2 companies
Mr Hiren Panchal
born 06/1976 · United Kingdom can appoint and remove directors · can appoint and remove directors Notified 29/10/2025
Mr Christopher David Budd
born 07/1967 · United Kingdom holds 25–50% of votes Control ended 15/03/2024 Controls 2 companies
Mr Nick Marsh
born 02/1966 · Wales can appoint and remove directors · can appoint and remove directors · can appoint and remove directors Control ended 29/10/2025
Thomas Frank Morris
born 04/1987 · United Kingdom holds 25–50% of votes Control ended 15/03/2024

Change history

Reconstructed from the dated records Companies House publishes

DateChangeWasNow
29/10/2025 Person with significant control ceased Mr Nick Marsh
29/10/2025 Person with significant control added Mr Hiren Panchal
29/10/2025 Person with significant control added Mr Charles Jack Goodman
15/03/2024 Person with significant control ceased Thomas Frank Morris
15/03/2024 Person with significant control ceased Mr Christopher David Budd
01/03/2024 Person with significant control added Mr Nick Marsh
16/08/2022 Registered name changed INITIATIVE FOR FINANCIAL WELLBEING LIMITED INSTITUTE FOR FINANCIAL WELLBEING LIMITED
13/11/2019 Person with significant control added Thomas Frank Morris
13/11/2019 Person with significant control added Mr Christopher David Budd

Financial highlights

Parsed from the filed statutory accounts (£ thousands, except employees)

Source: Companies House bulk data filed accounts (iXBRL)
Metric FY2024FY2023
Total assets less current liabilities 55
▼ 55.2%
122
Net assets -5 -7

Documents for INSTITUTE FOR FINANCIAL WELLBEING LIMITED

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Company extract£1.99

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.

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Financial statements£3.99

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.

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Ownership report£3.99

Who controls the company: persons with significant control, the nature of that control, the ownership graph and every other company those controllers hold.

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Data protection register

Registered with the Information Commissioner's Office as a data protection fee payer.

Institute For Financial Wellbeing Limited — BS1 4NH
Tier 1 · renews 26/03/2027
ICO entry

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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Frequently asked questions

What is the company number of INSTITUTE FOR FINANCIAL WELLBEING LIMITED?
According to the official registry, the company number of INSTITUTE FOR FINANCIAL WELLBEING LIMITED is 12313690.
Where is INSTITUTE FOR FINANCIAL WELLBEING LIMITED registered?
The registered office is QUEEN SQUARE HOUSE QUEEN SQUARE, 18-21 QUEEN SQUARE HOUSE, BRISTOL, BS1 4NH, ENGLAND.
What is the SIC code of INSTITUTE FOR FINANCIAL WELLBEING LIMITED?
The nature of business is recorded under SIC code 70229 — Management consultancy activities other than financial management.
Who controls INSTITUTE FOR FINANCIAL WELLBEING LIMITED?
Mr Charles Jack Goodman is recorded as a person with significant control, and can appoint and remove directors, can appoint and remove directors (through a firm).
When are the next accounts of INSTITUTE FOR FINANCIAL WELLBEING LIMITED due?
The next annual accounts are due by 31 August 2027, and the last accounts were made up to 30 November 2025.

About INSTITUTE FOR FINANCIAL WELLBEING LIMITED (12313690)

INSTITUTE FOR FINANCIAL WELLBEING LIMITED is a pri/ltd by guar/nsc (private, limited by guarantee, no share capital) incorporated on 13 November 2019 and registered in the United Kingdom under company number 12313690. Its registered office is at QUEEN SQUARE HOUSE QUEEN SQUARE, 18-21 QUEEN SQUARE HOUSE, BRISTOL, BS1 4NH, ENGLAND. The recorded nature of business is management consultancy activities other than financial management (SIC 70229). The company is currently active , with statutory accounts last made up to 30 November 2025. , and the person with significant control is Mr Charles Jack Goodman. 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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