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Home > England & Wales Companies > FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED
Company Information for

FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED

70 MARKET STREET, TOTTINGTON, BURY, BL8 3LJ,
Company Registration Number
07654078
Private Limited Company
Active

Company Overview

About Financial Options Wealth Management Ltd
FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED was founded on 2011-06-01 and has its registered office in Bury. The organisation's status is listed as "Active". Financial Options Wealth Management Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as MICRO ENTITY
Key Data
Company Name
FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
70 MARKET STREET
TOTTINGTON
BURY
BL8 3LJ
Other companies in BL8
 
Filing Information
Company Number 07654078
Company ID Number 07654078
Date formed 2011-06-01
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 30/06/2023
Account next due 31/03/2025
Latest return 01/06/2016
Return next due 29/06/2017
Type of accounts MICRO ENTITY
Last Datalog update: 2024-04-06 17:05:42
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED
The accountancy firm based at this address is ANTHONY MARSHALL LTD
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Company Officers of FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
SARAH LLOYD
 Director 2011-08-01
CHRISTIAN JOHN PEPPER
 Director 2011-06-07
Previous Officers
Officer Role Date Appointed Date Resigned
YOMTOV ELIEZER JACOBS
 Director 2011-06-01 2011-06-01

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
CHRISTIAN JOHN PEPPER RMW WEALTH MANAGEMENT LTD Director 2017-07-12 CURRENT 2017-07-12 Active - Proposal to Strike off
CHRISTIAN JOHN PEPPER CHRISTIAN J PEPPER HOLDINGS LIMITED Director 2017-06-27 CURRENT 2017-06-27 Active
CHRISTIAN JOHN PEPPER STONEHOLME WEALTH MANAGEMENT LIMITED Director 2016-11-23 CURRENT 2016-11-23 Active - Proposal to Strike off
CHRISTIAN JOHN PEPPER ABODE DEVELOPMENT (UK) LIMITED Director 2015-01-08 CURRENT 2014-09-04 Dissolved 2016-03-01
CHRISTIAN JOHN PEPPER COATMAN PEPPER LIMITED Director 2014-12-08 CURRENT 2014-12-08 Active
CHRISTIAN JOHN PEPPER BREAKS WEALTH MANAGEMENT LIMITED Director 2014-08-11 CURRENT 2014-08-11 Active
CHRISTIAN JOHN PEPPER MJP WEALTH MANAGEMENT LIMITED Director 2013-10-30 CURRENT 2013-10-30 Active
CHRISTIAN JOHN PEPPER SEYMOUR WEALTH MANAGEMENT LTD Director 2013-03-06 CURRENT 2013-01-17 Dissolved 2017-12-12
CHRISTIAN JOHN PEPPER LIFETIME OPTIONS LIMITED Director 2013-03-05 CURRENT 2013-03-05 Dissolved 2014-09-09
CHRISTIAN JOHN PEPPER EDEN COURT (BURY) MANAGEMENT COMPANY LIMITED Director 2008-02-29 CURRENT 2005-08-15 Active
CHRISTIAN JOHN PEPPER HOMEBUYERS DIRECT (NW) LIMITED Director 2007-11-01 CURRENT 2007-10-16 Dissolved 2015-06-02
CHRISTIAN JOHN PEPPER HOMEBUYERS DIRECT (BURY) LIMITED Director 2007-11-01 CURRENT 2007-10-16 Dissolved 2015-06-02
CHRISTIAN JOHN PEPPER CJP FINANCIAL SERVICES LIMITED Director 2007-02-08 CURRENT 2007-01-22 Active
CHRISTIAN JOHN PEPPER HARDMAN RESIDENTIAL LIMITED Director 2005-11-22 CURRENT 2005-11-17 Active
CHRISTIAN JOHN PEPPER CHRISTIAN. J. PEPPER LIMITED Director 2004-02-16 CURRENT 2003-12-17 Active
CHRISTIAN JOHN PEPPER HARDMAN DEVELOPMENTS LIMITED Director 2001-08-10 CURRENT 2001-07-24 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
2024-03-19MICRO ENTITY ACCOUNTS MADE UP TO 30/06/23
2023-06-05CONFIRMATION STATEMENT MADE ON 01/06/23, WITH NO UPDATES
2023-01-27MICRO ENTITY ACCOUNTS MADE UP TO 30/06/22
2023-01-27AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/22
2022-06-14CS01CONFIRMATION STATEMENT MADE ON 01/06/22, WITH NO UPDATES
2022-03-31AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/21
2021-06-11CS01CONFIRMATION STATEMENT MADE ON 01/06/21, WITH NO UPDATES
2020-11-18AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/20
2020-06-10CS01CONFIRMATION STATEMENT MADE ON 01/06/20, WITH NO UPDATES
2019-10-02AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/19
2019-06-12CS01CONFIRMATION STATEMENT MADE ON 01/06/19, WITH NO UPDATES
2019-06-12CH01Director's details changed for Mr Christian John Pepper on 2019-06-12
2019-03-22AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/18
2019-03-22AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/18
2018-10-25PSC04Change of details for Mrs Sarah Lloyd as a person with significant control on 2018-10-25
2018-10-25PSC04Change of details for Mrs Sarah Lloyd as a person with significant control on 2018-10-25
2018-10-25CH01Director's details changed for Mrs Sarah Lloyd on 2018-10-25
2018-10-25CH01Director's details changed for Mrs Sarah Lloyd on 2018-10-25
2018-08-13PSC04Change of details for Mr Christian John Pepper as a person with significant control on 2018-08-13
2018-06-07PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL SARAH LLOYD
2018-06-07PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL CHRISTIAN JOHN PEPPER
2018-06-07CS01CONFIRMATION STATEMENT MADE ON 01/06/18, WITH NO UPDATES
2018-05-17CH01Director's details changed for Mrs Sarah Lloyd on 2018-05-17
2018-05-17PSC04Change of details for Mrs Sarah Lloyd as a person with significant control on 2018-05-17
2018-03-28AAMICRO ENTITY ACCOUNTS MADE UP TO 30/06/17
2017-06-08LATEST SOC08/06/17 STATEMENT OF CAPITAL;GBP 100
2017-06-08CS01CONFIRMATION STATEMENT MADE ON 01/06/17, WITH UPDATES
2017-03-30AA30/06/16 TOTAL EXEMPTION SMALL
2017-03-30AA30/06/16 TOTAL EXEMPTION SMALL
2016-06-09LATEST SOC09/06/16 STATEMENT OF CAPITAL;GBP 100
2016-06-09AR0101/06/16 ANNUAL RETURN FULL LIST
2016-05-25CH01Director's details changed for Mrs Sarah Lloyd on 2016-04-29
2016-03-24AA30/06/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-06-23LATEST SOC23/06/15 STATEMENT OF CAPITAL;GBP 100
2015-06-23AR0101/06/15 ANNUAL RETURN FULL LIST
2015-03-27AA30/06/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-06-23LATEST SOC23/06/14 STATEMENT OF CAPITAL;GBP 100
2014-06-23AR0101/06/14 ANNUAL RETURN FULL LIST
2014-03-27CH01Director's details changed for Miss Sarah Kendell on 2014-03-24
2014-03-26AA30/06/13 ACCOUNTS TOTAL EXEMPTION SMALL
2014-01-22RES12VARYING SHARE RIGHTS AND NAMES
2014-01-22RES01ADOPT ARTICLES 22/01/14
2014-01-22SH10Particulars of variation of rights attached to shares
2014-01-22SH08Change of share class name or designation
2014-01-22SH0115/01/14 STATEMENT OF CAPITAL GBP 100.00
2013-06-27AR0101/06/13 ANNUAL RETURN FULL LIST
2013-02-26AA30/06/12 TOTAL EXEMPTION SMALL
2012-07-02AR0101/06/12 FULL LIST
2011-08-12AP01DIRECTOR APPOINTED MISS SARAH KENDELL
2011-06-27AP01DIRECTOR APPOINTED CHRISTIAN JOHN PEPPER
2011-06-01TM01APPOINTMENT TERMINATED, DIRECTOR YOMTOV JACOBS
2011-06-01NEWINCCERTIFICATE OF INCORPORATION GENERAL COMPANY DETAILS & STATEMENTS OF; OFFICERS, CAPITAL & SHAREHOLDINGS, GUARANTEE, COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to FINANCIAL OPTIONS WEALTH MANAGEMENT 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 FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges1.5099
MortgagesNumMortOutstanding0.9593
MortgagesNumMortPartSatisfied0.007
MortgagesNumMortSatisfied0.5496

This shows the max and average number of mortgages for companies with the same SIC code of 64999 - Financial intermediation not elsewhere classified

Creditors
Creditors Due Within One Year 2012-07-01 £ 10,392
Creditors Due Within One Year 2011-06-01 £ 10,292

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2012-06-30
Annual Accounts
2013-06-30
Annual Accounts
2015-06-30
Annual Accounts
2016-06-30
Annual Accounts
2017-06-30
Annual Accounts
2018-06-30
Annual Accounts
2019-06-30
Annual Accounts
2020-06-30
Annual Accounts
2021-06-30

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 FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED

Financial Assets
Balance Sheet
Called Up Share Capital 2012-07-01 £ 1
Called Up Share Capital 2011-06-01 £ 1
Cash Bank In Hand 2012-07-01 £ 9,184
Cash Bank In Hand 2011-06-01 £ 1,413
Current Assets 2012-07-01 £ 9,469
Current Assets 2011-06-01 £ 1,413
Debtors 2012-07-01 £ 285
Fixed Assets 2012-07-01 £ 40
Shareholder Funds 2012-07-01 £ 883
Shareholder Funds 2011-06-01 £ 8,879

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for FINANCIAL OPTIONS WEALTH MANAGEMENT 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 (64999 - Financial intermediation not elsewhere classified) as FINANCIAL OPTIONS WEALTH MANAGEMENT LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where FINANCIAL OPTIONS WEALTH MANAGEMENT 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 FINANCIAL OPTIONS WEALTH MANAGEMENT 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 FINANCIAL OPTIONS WEALTH MANAGEMENT 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 BL8 3LJ