Pdb Wealth Partners Ltd

General information

Name:

Pdb Wealth Partners Limited

Office Address:

20 Birchwood Road CF23 5LJ Cardiff

Number: 11151651

Incorporation date: 2018-01-16

End of financial year: 31 January

Category: Private Limited Company

Status: Active

Description

Data updated on:

2018 is the year of the founding of Pdb Wealth Partners Ltd, the company that is situated at 20 Birchwood Road, , Cardiff. This means it's been 6 years Pdb Wealth Partners has prospered on the British market, as the company was established on 16th January 2018. The firm reg. no. is 11151651 and the post code is CF23 5LJ. This company's registered with SIC code 64205 and their NACE code stands for Activities of financial services holding companies. The company's most recent accounts detail the period up to 31st January 2023 and the latest confirmation statement was filed on 15th January 2023.

Taking into consideration this firm's magnitude, it was imperative to choose other executives, among others: Darren S., Andy T., Stuart C. who have been participating in joint efforts since February 2024 to fulfil their statutory duties for the business.

Financial data based on annual reports

Company staff

Darren S.

Role: Director

Appointed: 27 February 2024

Latest update: 25 March 2024

Andy T.

Role: Director

Appointed: 27 February 2024

Latest update: 25 March 2024

Stuart C.

Role: Director

Appointed: 27 February 2024

Latest update: 25 March 2024

Gary P.

Role: Director

Appointed: 01 February 2021

Latest update: 25 March 2024

Paul B.

Role: Director

Appointed: 16 January 2018

Latest update: 25 March 2024

People with significant control

The companies with significant control over this firm are: Finli Advice Holdings Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Milton Keynes at Davy Avenue, Knowlhill, MK5 8HJ and was registered as a PSC under the reg no 13787580.

Finli Advice Holdings Limited
Address: C/O Freeths Llp Routeco Office Park Davy Avenue, Knowlhill, Milton Keynes, MK5 8HJ, England
Legal authority England And Wales
Legal form Private Company Limited By Shares
Country registered United Kingdom
Place registered Companies House Register (Uk)
Registration number 13787580
Notified on 27 February 2024
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors
Paul B.
Notified on 16 January 2018
Ceased on 27 February 2024
Nature of control:
1/2 or less of voting rights
1/2 or less of shares
Rebecca L.
Notified on 16 January 2018
Ceased on 27 February 2024
Nature of control:
1/2 or less of voting rights
1/2 or less of shares

Accounts Documents

Account next due date 31 October 2024
Account last made up date 31 January 2023
Confirmation statement next due date 29 January 2024
Confirmation statement last made up date 15 January 2023
Annual Accounts
Start Date For Period Covered By Report 16 January 2018
End Date For Period Covered By Report 31 January 2019
Annual Accounts
Start Date For Period Covered By Report 01 February 2019
End Date For Period Covered By Report 31 January 2020
Annual Accounts
Start Date For Period Covered By Report 01 February 2020
End Date For Period Covered By Report 31 January 2021
Annual Accounts
Start Date For Period Covered By Report 01 February 2021
End Date For Period Covered By Report 31 January 2022
Annual Accounts
Start Date For Period Covered By Report 01 February 2021
End Date For Period Covered By Report 31 January 2022

Company filings

Filing category

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Accounts Capital Confirmation statement Incorporation Mortgage Officers Persons with significant control Resolution
Free Download
Securities allotment resolution (RESOLUTIONS)
filed on: 13th, September 2023
resolution
Free Download Download filing (3 pages)

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Services (by SIC Code)

  • 64205 : Activities of financial services holding companies
6
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