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NAVIGATION WEALTH MANAGEMENT LIMITED

Company
NAVIGATION WEALTH MANAGEMENT LIMITED (04654894)

NAVIGATION WEALTH MANAGEMENT

Phone: 01924 229 210
A⁺ rating

ABOUT NAVIGATION WEALTH MANAGEMENT LIMITED

At Navigation Wealth Management Ltd our sole aim is to provide clients with the very best financial advice and ongoing service, putting clients needs at the heart of the business. Navigation Wealth Management Ltd provide holistic wealth management advice to clients based across the UK, helping them to achieve their individual financial aspirations.

We are living through a period of unprecedented change and uncertainty. With volatile markets, changes in regulation and taxation, we constantly review and give careful consideration as to how these factors will impact on our clients.

At Navigation Wealth Management Ltd we believe that when building long term relationships, regular face-to-face reviews are essential to financial planning. Navigation Wealth Management Ltd has chosen to work with St. James's Place Wealth Management as it is an award-winning FTSE 100 business and one of the UK’s leading wealth management organisations.

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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website

www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services

Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.

KEY FINANCES

Year
2017
Assets
£1715.19k ▲ £350.63k (25.70 %)
Cash
£14.28k ▼ £-49.45k (-77.59 %)
Liabilities
£249.87k ▼ £-62.91k (-20.11 %)
Net Worth
£1465.32k ▲ £413.54k (39.32 %)

REGISTRATION INFO

Company name
NAVIGATION WEALTH MANAGEMENT LIMITED
Company number
04654894
Status
Active
Categroy
Private Limited Company
Date of Incorporation
03 Feb 2003
Age - 22 years
Home Country
United Kingdom

CONTACTS

Website
navigationwm.co.uk
Phones
01924 229 210
01924 256 262
Registered Address
THE EXCHANGE,
HASLUCKS GREEN ROAD SHIRLEY,
SOLIHULL,
WEST MIDLANDS,
B90 2EL

ECONOMIC ACTIVITIES

82990
Other business support service activities n.e.c.

LAST EVENTS

25 May 2017
Resolutions RES01 ‐ Resolution of adoption of Articles of Association
26 Apr 2017
Resolutions RES15 ‐ Change company name resolution on 2017-04-13
26 Apr 2017
Change of name notice

CHARGES

15 June 2016
Status
Outstanding
Delivered
17 June 2016
Persons entitled
Metro Bank PLC
Description
Fixed and floating charges over the undertaking and all…

See Also


Last update 2018

NAVIGATION WEALTH MANAGEMENT LIMITED DIRECTORS

David Robert North

  Acting PSC
Appointed
03 February 2003
Occupation
Director
Role
Director
Age
58
Nationality
British
Address
The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL
Country Of Residence
England
Name
NORTH, David Robert
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 50% but less than 75%

Tracy North

  Resigned
Appointed
03 February 2003
Resigned
14 January 2014
Role
Secretary
Address
The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL
Name
NORTH, Tracy

JPCORS LIMITED

  Resigned
Appointed
03 February 2003
Resigned
03 February 2003
Role
Nominee Secretary
Address
Suite 17 City Business Centre, Lower Road, London, SE16 2XB
Name
JPCORS LIMITED

JPCORD LIMITED

  Resigned
Appointed
03 February 2003
Resigned
03 February 2003
Role
Nominee Director
Address
Suite 17 City Business Centre, Lower Road, London, SE16 2XB
Name
JPCORD LIMITED

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Excellent according to the company’s financial health.