Forum Wealth Management Limited

General information

Name:

Forum Wealth Management Ltd

Office Address:

46 Aldgate High Street EC3N 1AL London

Number: 04812359

Incorporation date: 2003-06-26

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

This company operates as Forum Wealth Management Limited. It first started 21 years ago and was registered with 04812359 as its registration number. The head office of this firm is registered in London. You can contact them at 46 Aldgate High Street. This enterprise's SIC and NACE codes are 65300 meaning Pension funding. Its most recent annual accounts were submitted for the period up to 2023-03-31 and the most recent annual confirmation statement was submitted on 2023-06-26.

There is a group of two directors managing this specific company at the moment, namely Ian W. and Jonathan D. who have been doing the directors responsibilities since September 2007. To find professional help with legal documentation, this particular company has been utilizing the expertise of Ian W. as a secretary since June 2003.

Executives who control the firm include: Ian W. has substantial control or influence over the company. Jonathan D. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Financial data based on annual reports

Company staff

Ian W.

Role: Director

Appointed: 14 September 2007

Latest update: 11 April 2024

Ian W.

Role: Secretary

Appointed: 26 June 2003

Latest update: 11 April 2024

Jonathan D.

Role: Director

Appointed: 26 June 2003

Latest update: 11 April 2024

People with significant control

Ian W.
Notified on 6 April 2016
Nature of control:
substantial control or influence
Jonathan D.
Notified on 6 April 2016
Nature of control:
over 1/2 to 3/4 of shares
over 1/2 to 3/4 of voting rights
right to manage directors

Accounts Documents

Account next due date 31 December 2024
Account last made up date 31 March 2023
Confirmation statement next due date 10 July 2024
Confirmation statement last made up date 26 June 2023
Annual Accounts 26 August 2016
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Date Approval Accounts 26 August 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017
Annual Accounts
Start Date For Period Covered By Report 01 April 2017
End Date For Period Covered By Report 31 March 2018
Annual Accounts
Start Date For Period Covered By Report 01 April 2018
End Date For Period Covered By Report 31 March 2019
Annual Accounts
Start Date For Period Covered By Report 01 April 2019
End Date For Period Covered By Report 31 March 2020
Annual Accounts
Start Date For Period Covered By Report 01 April 2020
End Date For Period Covered By Report 31 March 2021
Annual Accounts
Start Date For Period Covered By Report 01 April 2021
End Date For Period Covered By Report 31 March 2022
Annual Accounts
Start Date For Period Covered By Report 01 April 2022
End Date For Period Covered By Report 31 March 2023

Company filings

Filing category

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Accounts Address Annual return Capital Confirmation statement Incorporation Officers Persons with significant control Resolution
Free Download
Total exemption full accounts data made up to 31st March 2023 (AA)
filed on: 6th, June 2023
accounts
Free Download Download filing (8 pages)

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Services (by SIC Code)

  • 65300 : Pension funding
  • 65120 : Non-life insurance
  • 65110 : Life insurance
20
Company Age

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