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SWFS LIMITED

Company
SWFS LIMITED (06371870)

SWFS

Phone: 07971 465 788
A⁺ rating

ABOUT SWFS LIMITED

Established by Lord Leitch, the former global CEO of Zurich Financial Services' life businesses, in 2006, The Intrinsic Group is now home to the largest network of advisers in the UK. Focused on tailoring advice and solutions for individuals and businesses across the entire spectrum of advice we remain committed in maintaining a strong reputation for professionalism and integrity.

In July 2014, the Intrinsic Group was acquired by Old Mutual Wealth, part of the Old Mutual Group. In Old Mutual Wealth we have a partner that shares our strategy of creating a business that brings together the platform, fund solution and ongoing advice in a fully integrated and truly aligned way to deliver genuine customer value. The enhanced financial security from a FTSE 100 company provides long-term stability for the adviser-client relationship.

SWFS Ltd, Registered Office: 31 Tudor Manor Gardens , Watford , Hertfordshire, WD25 9TQ. Registered in England ( UK ) No. 6371870.

SWFS Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

We want to partner with our clients in managing and preserving their wealth. Having been involved in the financial services industry for over 10 years our focus remains unchanged and we remain committed on building long term and trusted relationships with our clients and business associates.

"At SWFS, we believe in offering quality advice and tailoring individual solutions for our clients, across all areas of financial planning".

[email protected]

KEY FINANCES

Year
2016
Assets
£537.85k ▲ £51.38k (10.56 %)
Cash
£514.78k ▲ £154.32k (42.81 %)
Liabilities
£147.94k ▼ £-1.36k (-0.91 %)
Net Worth
£389.91k ▲ £52.74k (15.64 %)

REGISTRATION INFO

Company name
SWFS LIMITED
Company number
06371870
Status
Active
Categroy
Private Limited Company
Date of Incorporation
14 Sep 2007
Age - 17 years
Home Country
United Kingdom

CONTACTS

Website
www.swfsltd.co.uk
Phones
07971 465 788
Registered Address
31 TUDOR MANOR GARDENS,
WATFORD,
HERTFORDSHIRE,
WD25 9TQ

ECONOMIC ACTIVITIES

66290
Other activities auxiliary to insurance and pension funding

LAST EVENTS

07 Sep 2016
Confirmation statement made on 2 September 2016 with updates
27 Jun 2016
Total exemption small company accounts made up to 30 September 2015
06 Oct 2015
Annual return made up to 14 September 2015 with full list of shareholders Statement of capital on 2015-10-06 GBP 100

See Also


Last update 2018

SWFS LIMITED DIRECTORS

Sejal Wadhia

  Acting
Appointed
14 September 2007
Role
Secretary
Address
31 Tudor Manor Gardens, Watford, Hertfordshire, WD25 9TQ
Name
WADHIA, Sejal

Sanjay Wadhia

  Acting PSC
Appointed
14 September 2007
Occupation
Financial Consultant
Role
Director
Age
49
Nationality
British
Address
31 Tudor Manor Gardens, Watford, Hertfordshire, WD25 9TQ
Country Of Residence
England
Name
WADHIA, Sanjay
Notified On
2 September 2016
Nature Of Control
Ownership of shares – 75% or more

FORMITRITE LIMITED

  Resigned
Appointed
14 September 2007
Resigned
14 September 2007
Role
Secretary
Address
Burlington House, 40 Burlington Rise, East Barnet, Herts, EN4 8NN
Name
FORMITRITE LIMITED

FORMITRITE (COMPANY FORMATIONS) LIMITED

  Resigned
Appointed
14 September 2007
Resigned
14 September 2007
Role
Director
Address
Burlington House 40 Burlington Rise, East Barnet, Hertfordshire, EN4 8NN
Name
FORMITRITE (COMPANY FORMATIONS) LIMITED

REVIEWS


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Excellent according to the company’s financial health.