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WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD

Company
WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD (05199159)

WEALTHWISE CORPORATE FINANCIAL MANAGEMENT

Phone: 01827 317 380
A⁺ rating

ABOUT WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD

We don't do the 'hard sell', and even if we did, we wouldn’t be any good at it.  Advising people isn’t answering an exam question where the right and wrong answer is always the same.  The client is the only one who knows whether the advice will work for their situation, and so each person is treated individually.

After an initial no pressure consultation (at our expense not yours) we provide information and advice tailored to your personal situation. As a completely independent financial adviser, we have no ties with selected providers. This means we spend our time finding the best deal for you.

Wealthwise Corporate Financial Management Ltd is authorised regulated by the Financial Conduct Authority.

Established in 2004, Wealthwise is like a small family. Andy Ditchfield BA (Hons) DipPFS is the founder and main adviser at Wealthwise. He's supported by company Paraplanner Hitesh, Office Manager and administrator Ellie, and Company Director Lynne, who focuses on accounts and reporting procedures. Last but not least, we have our resident aquatic life who help us 'fish' around for the best deal.

With our knowledge and experience in the field of pensions and retirement planning, we can help you plan ahead to get the most out of your money.

As Independent Financial Advisers, we are not tied to partners or providers, but instead can research the whole market to find you the best options. This way, you can have confidence that you'll get the best returns based on your circumstances.

You can choose either Advisory or Discretionary management of your investment, guaranteed funds, speculative funds and more complicated financial investments. The list goes on. We are here to help you through the maze. We also look to ensure your money is in the most tax efficient environment possible.

Wealthwise specialises in independent financial planning for individuals and businesses. We work closely with a number of professional connections and associates; such as accountants, solicitors, and other professional advisers. Our aim is to 'inform and advise' in partnership with you.

expert team keep up to date with all the latest legislation, in order to provide the highest standards of support.

We are able to offer completely independent advice. With us, you will always get get the whole picture as we never make deals to promote certain providers, and are totally unbiased in our approach. We are also pension transfer specialists, which means we can advise on any pension contracts that you may hold.

The idea of partnership is central to the way we do business. From the way we work with each other, to professional advisers, and

Please note: You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

KEY FINANCES

Year
2017
Assets
£153.4k ▲ £38.03k (32.96 %)
Cash
£60.03k ▲ £44.03k (275.15 %)
Liabilities
£68.92k ▲ £19.83k (40.40 %)
Net Worth
£84.48k ▲ £18.2k (27.45 %)

REGISTRATION INFO

Company name
WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD
Company number
05199159
Status
Active
Categroy
Private Limited Company
Date of Incorporation
06 Aug 2004
Age - 20 years
Home Country
United Kingdom

CONTACTS

Website
wealthwise.co.uk
Phones
01827 317 380
Registered Address
92 LICHFIELD STREET,
TAMWORTH,
STAFFORDSHIRE,
B79 7QF

ECONOMIC ACTIVITIES

65110
Life insurance
65120
Non-life insurance
65300
Pension funding

LAST EVENTS

15 Aug 2016
Confirmation statement made on 6 August 2016 with updates
27 May 2016
Total exemption small company accounts made up to 31 August 2015
12 Aug 2015
Annual return made up to 6 August 2015 with full list of shareholders Statement of capital on 2015-08-12 GBP 90

See Also


Last update 2018

WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD DIRECTORS

Lynne Ditchfield

  Acting
Appointed
13 September 2005
Role
Secretary
Address
103b High Street, Dosthill, Tamworth, Staffordshire, B77 1LQ
Name
DITCHFIELD, Lynne

Andrew Roy Ditchfield

  Acting PSC
Appointed
12 August 2004
Occupation
Financial Management Consul
Role
Director
Age
66
Nationality
British
Address
103b High Street, Dosthill, Tamworth, Staffordshire, B77 1LQ
Country Of Residence
United Kingdom
Name
DITCHFIELD, Andrew Roy
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Lynne Hazel Ditchfield

  Acting PSC
Appointed
20 August 2012
Occupation
Office Manager
Role
Director
Age
66
Nationality
British
Address
92 Lichfield Street, Tamworth, Staffordshire, B79 7QF
Country Of Residence
United Kingdom
Name
DITCHFIELD, Lynne Hazel
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

Terence John Mansell

  Resigned
Appointed
12 August 2004
Resigned
18 May 2005
Role
Secretary
Address
3 Bealeys Close, Oakwood Manor, Bloxwich, West Midlands, WS3 2JP
Name
MANSELL, Terence John

Lisa Urry

  Resigned
Appointed
18 May 2005
Resigned
13 September 2005
Role
Secretary
Address
3 Ashlands Close, Tamworth, Staffordshire, B79 8TR
Name
URRY, Lisa

FORM 10 SECRETARIES FD LTD

  Resigned
Appointed
06 August 2004
Resigned
12 August 2004
Role
Nominee Secretary
Address
39a Leicester Road, Salford, Manchester, M7 4AS
Name
FORM 10 SECRETARIES FD LTD

Terence John Mansell

  Resigned
Appointed
12 August 2004
Resigned
18 May 2005
Occupation
Financial Management Consul
Role
Director
Age
77
Nationality
British
Address
3 Bealeys Close, Oakwood Manor, Bloxwich, West Midlands, WS3 2JP
Name
MANSELL, Terence John

FORM 10 DIRECTORS FD LTD

  Resigned
Appointed
06 August 2004
Resigned
12 August 2004
Role
Nominee Director
Address
39a Leicester Road, Salford, Manchester, M7 4AS
Name
FORM 10 DIRECTORS FD LTD

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Excellent according to the company’s financial health.