INSTITUTE FOR FINANCIAL WELLBEING LIMITED
Company details
- 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.
- A person with significant control here also controls 1 other company.
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 |
|---|---|---|---|
| 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)
| Metric | FY2024 | FY2023 |
|---|---|---|
| Total assets less current liabilities | 55 ▼ 55.2% | 122 |
| Net assets | -5 | -7 |
Documents for INSTITUTE FOR FINANCIAL WELLBEING 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.
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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.
Management consultancy activities other than financial management across UK registers
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