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M L WILKINSON WEALTH MANAGEMENT LIMITED

Company
M L WILKINSON WEALTH MANAGEMENT LIMITED (09502317)

M L WILKINSON WEALTH MANAGEMENT

Phone: 01233 840 783
A⁺ rating

ABOUT M L WILKINSON WEALTH MANAGEMENT LIMITED

We offer a complete Financial Planning and Wealth Management Service by working closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it is needed. Typically people do not have the time or inclination to manage their affairs effectively so in the first instance we will get to know you and review your current circumstances, including financial goals and concerns in order to confirm areas of financial planning in need of attention both in the short and longer term. We will then be in a position to recommend and implement solutions as required to meet financial planning objectives and crucially, carry out regular future reviews making sure plans remain up to date. Working in this way we build up long term relationships with our clients as their trusted adviser.

With the quality and breadth of services and solutions available through St. James's Place, we really feel that we are ideally placed to help you take control of your finances and work in partnership with you to ensure these plans evolve as your needs change.

We are able to offer a complete service in all aspects of financial planning, including a "Best of Breed" Investment approach and advice that is fully

Personal circumstances change over time as do economic conditions including tax and legislation, as we are constantly experiencing now and going forward.

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KEY FINANCES

Year
2017
Assets
£198.4k ▲ £57.01k (40.32 %)
Cash
£0k ▼ £-59.6k (-100.00 %)
Liabilities
£134.86k ▲ £98.18k (267.65 %)
Net Worth
£63.55k ▼ £-41.17k (-39.31 %)

REGISTRATION INFO

Company name
M L WILKINSON WEALTH MANAGEMENT LIMITED
Company number
09502317
Status
Active
Categroy
Private Limited Company
Date of Incorporation
20 Mar 2015
Age - 10 years
Home Country
United Kingdom

CONTACTS

Website
wilkinsonwealth.co.uk
Phones
01233 840 783
07999 042 726
01634 221 288
01959 561 621
Registered Address
3-4 BOWER TERRACE,
TONBRIDGE ROAD,
MAIDSTONE,
KENT,
UNITED KINGDOM,
ME16 8RY

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

LAST EVENTS

12 Dec 2016
Total exemption small company accounts made up to 31 March 2016
18 Jul 2016
Registration of charge 095023170001, created on 18 July 2016
13 May 2016
Annual return made up to 20 March 2016 with full list of shareholders Statement of capital on 2016-05-13 GBP 200

CHARGES

18 July 2016
Status
Outstanding
Delivered
18 July 2016
Persons entitled
Metro Bank PLC
Description
Fixed and floating charges over the undertaking and all…

See Also


Last update 2018

M L WILKINSON WEALTH MANAGEMENT LIMITED DIRECTORS

Lisa Marie Wilkinson

  Acting
Appointed
20 March 2015
Role
Secretary
Address
3-4, Bower Terrace, Tonbridge Road, Maidstone, Kent, United Kingdom, ME16 8RY
Name
WILKINSON, Lisa Marie

Martin Paul Wilkinson

  Acting
Appointed
20 March 2015
Occupation
Director
Role
Director
Age
57
Nationality
British
Address
3-4, Bower Terrace, Tonbridge Road, Maidstone, Kent, United Kingdom, ME16 8RY
Country Of Residence
United Kingdom
Name
WILKINSON, Martin Paul

REVIEWS


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Excellent according to the company’s financial health.