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Home > England & Wales Companies > FAMILY WEALTH STRATEGY LIMITED
Company Information for

FAMILY WEALTH STRATEGY LIMITED

THE OLD COACH HOUSE, BERGH APTON, NORWICH, NR15 1DD,
Company Registration Number
05049941
Private Limited Company
Active

Company Overview

About Family Wealth Strategy Ltd
FAMILY WEALTH STRATEGY LIMITED was founded on 2004-02-19 and has its registered office in Norwich. The organisation's status is listed as "Active". Family Wealth Strategy Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
FAMILY WEALTH STRATEGY LIMITED
 
Legal Registered Office
THE OLD COACH HOUSE
BERGH APTON
NORWICH
NR15 1DD
Other companies in NR15
 
Filing Information
Company Number 05049941
Company ID Number 05049941
Date formed 2004-02-19
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/07/2023
Account next due 30/04/2025
Latest return 19/02/2016
Return next due 19/03/2017
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-03-07 01:24:37
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for FAMILY WEALTH STRATEGY LIMITED
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Companies with same name FAMILY WEALTH STRATEGY LIMITED
The following companies were found which have the same name as FAMILY WEALTH STRATEGY LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
FAMILY WEALTH STRATEGY PTY LTD NSW 2302 Active Company formed on the 2016-06-15

Company Officers of FAMILY WEALTH STRATEGY LIMITED

Current Directors
Officer Role Date Appointed
MICHAEL DAVID WILLCOX
 Director 2013-04-19
Previous Officers
Officer Role Date Appointed Date Resigned
REBECCA MARY WILLCOX
 Company Secretary 2011-12-31 2013-04-19
DAVID JAMES WILLCOX
 Director 2004-02-20 2013-04-19
GILLIAN MARGARET WILLCOX
 Company Secretary 2006-02-25 2011-12-31
FIONA JAYNE STEGGALL
 Company Secretary 2004-10-01 2006-02-25
JOHN STEGGALL
 Director 2004-02-19 2006-02-25
JOHN STEGGALL
 Company Secretary 2004-02-19 2004-10-01
JPCORS LIMITED
 Nominated Secretary 2004-02-19 2004-02-19
JPCORD LIMITED
 Nominated Director 2004-02-19 2004-02-19

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
MICHAEL DAVID WILLCOX SUSSEX NOMINEES LIMITED Director 2017-04-05 CURRENT 2010-09-08 Active
MICHAEL DAVID WILLCOX SUSSEX SECOND NOMINEES LIMITED Director 2017-04-05 CURRENT 2015-08-12 Active
MICHAEL DAVID WILLCOX WILLCOX LAW LIMITED Director 2016-06-15 CURRENT 2016-06-15 Liquidation
MICHAEL DAVID WILLCOX CORMORANT LEISURE LIMITED Director 2014-02-18 CURRENT 2010-06-17 Dissolved 2014-09-23
MICHAEL DAVID WILLCOX BLUELAND (BROADWALL EAST) LIMITED Director 2013-07-16 CURRENT 2013-07-16 Active
MICHAEL DAVID WILLCOX FAMILY WEALTH MANAGEMENT LIMITED Director 2013-04-18 CURRENT 2004-02-19 Active
MICHAEL DAVID WILLCOX GREY POWER LIMITED Director 2010-09-07 CURRENT 2010-09-07 Dissolved 2014-09-30
MICHAEL DAVID WILLCOX COUNTRY HOLIDAY COTTAGES NORFOLK LIMITED Director 2008-01-03 CURRENT 2008-01-03 Active
MICHAEL DAVID WILLCOX EAST ANGLIAN FINANCIAL MANAGEMENT LIMITED Director 1992-03-03 CURRENT 1989-03-03 Dissolved 2016-11-01
MICHAEL DAVID WILLCOX WILLCOX & CO. LIMITED Director 1991-03-06 CURRENT 1987-08-28 Active - Proposal to Strike off
MICHAEL DAVID WILLCOX COBDEN SANFORD LIMITED Director 1990-12-31 CURRENT 1985-04-24 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-02-13CONFIRMATION STATEMENT MADE ON 07/02/24, WITH UPDATES
2023-09-2231/07/23 ACCOUNTS TOTAL EXEMPTION FULL
2023-02-09CONFIRMATION STATEMENT MADE ON 07/02/23, WITH UPDATES
2022-11-01AA31/07/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-04-2831/07/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-04-28AA31/07/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-02-08CONFIRMATION STATEMENT MADE ON 07/02/22, WITH UPDATES
2022-02-08CS01CONFIRMATION STATEMENT MADE ON 07/02/22, WITH UPDATES
2021-03-22CS01CONFIRMATION STATEMENT MADE ON 07/02/21, WITH NO UPDATES
2020-11-27AAACCOUNTS FOR DORMANT COMPANY MADE UP TO 31/07/20
2020-02-07CS01CONFIRMATION STATEMENT MADE ON 07/02/20, WITH UPDATES
2020-02-07CS01CONFIRMATION STATEMENT MADE ON 07/02/20, WITH UPDATES
2019-09-02AAACCOUNTS FOR DORMANT COMPANY MADE UP TO 31/07/19
2019-02-25CS01CONFIRMATION STATEMENT MADE ON 19/02/19, WITH NO UPDATES
2019-01-25AAACCOUNTS FOR DORMANT COMPANY MADE UP TO 31/07/18
2018-03-19AAACCOUNTS FOR DORMANT COMPANY MADE UP TO 31/07/17
2018-03-05CS01CONFIRMATION STATEMENT MADE ON 19/02/18, WITH NO UPDATES
2017-03-03LATEST SOC03/03/17 STATEMENT OF CAPITAL;GBP 2
2017-03-03LATEST SOC03/03/17 STATEMENT OF CAPITAL;GBP 2
2017-03-03CS01CONFIRMATION STATEMENT MADE ON 19/02/17, WITH UPDATES
2017-03-03CS01CONFIRMATION STATEMENT MADE ON 19/02/17, WITH UPDATES
2017-02-03AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/07/16
2017-02-03AAACCOUNTS OF DORMANT COMPANY MADE UP TO 31/07/16
2016-02-29LATEST SOC29/02/16 STATEMENT OF CAPITAL;GBP 2
2016-02-29AR0119/02/16 ANNUAL RETURN FULL LIST
2015-08-04AAACCOUNTS FOR DORMANT COMPANY MADE UP TO 31/07/15
2015-03-03LATEST SOC03/03/15 STATEMENT OF CAPITAL;GBP 2
2015-03-03AR0119/02/15 ANNUAL RETURN FULL LIST
2015-01-06AA31/07/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-03-19AA31/07/13 ACCOUNTS TOTAL EXEMPTION SMALL
2014-03-11LATEST SOC11/03/14 STATEMENT OF CAPITAL;GBP 2
2014-03-11AR0119/02/14 ANNUAL RETURN FULL LIST
2014-03-11CH01Director's details changed for Mr Michael David Willcox on 2014-03-06
2013-05-22AP01DIRECTOR APPOINTED MR MICHAEL DAVID WILLCOX
2013-05-22TM01APPOINTMENT TERMINATED, DIRECTOR DAVID WILLCOX
2013-05-22TM02APPOINTMENT TERMINATION COMPANY SECRETARY REBECCA WILLCOX
2013-03-18AR0119/02/13 ANNUAL RETURN FULL LIST
2012-09-13AA31/07/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-04-26AA31/07/11 ACCOUNTS TOTAL EXEMPTION SMALL
2012-03-27AR0119/02/12 ANNUAL RETURN FULL LIST
2012-03-27CH01Director's details changed for Mr David James Willcox on 2012-03-01
2012-03-27AD01REGISTERED OFFICE CHANGED ON 27/03/12 FROM , the Old Coach House,, Berghapton, Norwich, NR15 1DD
2011-12-31CH01Director's details changed for Mr David James Willcox on 2011-12-31
2011-12-31AP03Appointment of Mrs Rebecca Mary Willcox as company secretary
2011-12-31TM02APPOINTMENT TERMINATION COMPANY SECRETARY GILLIAN WILLCOX
2011-03-28AR0119/02/11 FULL LIST
2011-02-08AA31/07/10 TOTAL EXEMPTION SMALL
2010-04-19AR0119/02/10 FULL LIST
2010-04-19CH01DIRECTOR'S CHANGE OF PARTICULARS / DAVID JAMES WILLCOX / 01/01/2010
2009-10-19AA31/07/09 TOTAL EXEMPTION SMALL
2009-05-07AA31/07/08 TOTAL EXEMPTION SMALL
2009-04-06363aRETURN MADE UP TO 19/02/09; FULL LIST OF MEMBERS
2008-04-30AA31/07/07 TOTAL EXEMPTION SMALL
2008-03-19363aRETURN MADE UP TO 19/02/08; FULL LIST OF MEMBERS
2007-06-01AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/07/06
2007-03-21363sRETURN MADE UP TO 19/02/07; FULL LIST OF MEMBERS
2006-03-31363sRETURN MADE UP TO 19/02/06; FULL LIST OF MEMBERS
2006-03-06288bSECRETARY RESIGNED
2006-03-06288bDIRECTOR RESIGNED
2006-03-06288aNEW SECRETARY APPOINTED
2006-01-12AATOTAL EXEMPTION SMALL ACCOUNTS MADE UP TO 31/07/05
2005-12-23225ACC. REF. DATE EXTENDED FROM 28/02/05 TO 31/07/05
2005-03-07363sRETURN MADE UP TO 19/02/05; FULL LIST OF MEMBERS
2004-10-11288bSECRETARY RESIGNED
2004-10-11288aNEW SECRETARY APPOINTED
2004-03-03288bSECRETARY RESIGNED
2004-03-03288bDIRECTOR RESIGNED
2004-02-27288aNEW DIRECTOR APPOINTED
2004-02-27288aNEW SECRETARY APPOINTED
2004-02-27288aNEW DIRECTOR APPOINTED
2004-02-2588(2)RAD 20/02/04--------- £ SI 1@1=1 £ IC 1/2
2004-02-19NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
74 - Other professional, scientific and technical activities
749 - Other professional, scientific and technical activities n.e.c.
74990 - Non-trading company




Licences & Regulatory approval
We could not find any licences issued to FAMILY WEALTH STRATEGY LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against FAMILY WEALTH STRATEGY LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
FAMILY WEALTH STRATEGY LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges0.5699
MortgagesNumMortOutstanding0.4199
MortgagesNumMortPartSatisfied0.009
MortgagesNumMortSatisfied0.1596
MortgagesNumMortCharges0.7199
MortgagesNumMortOutstanding0.3999
MortgagesNumMortPartSatisfied0.006
MortgagesNumMortSatisfied0.3296

This shows the max and average number of mortgages for companies with the same SIC code of 74990 - Non-trading company

Filed Financial Reports
Annual Accounts
2015-07-31
Annual Accounts
2016-07-31
Annual Accounts
2017-07-31
Annual Accounts
2018-07-31
Annual Accounts
2020-07-31
Annual Accounts
2021-07-31
Annual Accounts
2022-07-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on FAMILY WEALTH STRATEGY LIMITED

Intangible Assets
Patents
We have not found any records of FAMILY WEALTH STRATEGY LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for FAMILY WEALTH STRATEGY LIMITED
Trademarks
We have not found any records of FAMILY WEALTH STRATEGY LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for FAMILY WEALTH STRATEGY LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (74990 - Non-trading company) as FAMILY WEALTH STRATEGY LIMITED are:

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ATKINSRÉALIS UK LIMITED £ 255,965,243
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SANDWELL FUTURES LIMITED £ 162,756,999
KENT ENVIROPOWER LIMITED £ 152,592,113
EDF ENERGY 1 LIMITED £ 145,061,808
NOTTINGHAM CITY HOMES LIMITED £ 421,991,420
MATRIX SCM LIMITED £ 367,533,380
FCC RECYCLING (UK) LIMITED £ 316,109,213
AMEY LG LIMITED £ 301,959,983
ATKINSRÉALIS UK LIMITED £ 255,965,243
ENTERPRISE MANAGED SERVICES LIMITED £ 228,812,532
MLS (OVERSEAS) LIMITED £ 178,066,663
SANDWELL FUTURES LIMITED £ 162,756,999
KENT ENVIROPOWER LIMITED £ 152,592,113
EDF ENERGY 1 LIMITED £ 145,061,808
NOTTINGHAM CITY HOMES LIMITED £ 421,991,420
MATRIX SCM LIMITED £ 367,533,380
FCC RECYCLING (UK) LIMITED £ 316,109,213
AMEY LG LIMITED £ 301,959,983
ATKINSRÉALIS UK LIMITED £ 255,965,243
ENTERPRISE MANAGED SERVICES LIMITED £ 228,812,532
MLS (OVERSEAS) LIMITED £ 178,066,663
SANDWELL FUTURES LIMITED £ 162,756,999
KENT ENVIROPOWER LIMITED £ 152,592,113
EDF ENERGY 1 LIMITED £ 145,061,808
Outgoings
Business Rates/Property Tax
No properties were found where FAMILY WEALTH STRATEGY LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded FAMILY WEALTH STRATEGY LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded FAMILY WEALTH STRATEGY LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode NR15 1DD