SFIA WEALTH MANAGEMENT LIMITED

Active Maidenhead

Financial intermediation not elsewhere classified

41 employees website.com
Financial services Financial intermediation not elsewhere classified
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SFIA WEALTH MANAGEMENT LIMITED

Financial intermediation not elsewhere classified

Founded 16 Jan 2014 Active Maidenhead, England 41 employees website.com
Financial services Financial intermediation not elsewhere classified

Previous Company Names

MOERAE LIFE FINANCIAL PLANNING LIMITED 18 Mar 2015 — 13 Dec 2019
FUTURE LIFE FINANCIAL PLANNING LIMITED 16 Jan 2014 — 18 Mar 2015
Accounts Submitted 24 Sept 2025 Next due 30 Sept 2026 4 months remaining
Confirmation Submitted 20 Jan 2026 Next due 30 Jan 2027 8 months remaining
Net assets £7M £2M 2024 year on year
Total assets £9M £3M 2024 year on year
Total Liabilities £2M £380K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

27 Moorbridge Road Maidenhead Berkshire SL6 8LT England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for SFIA WEALTH MANAGEMENT LIMITED (08848677), an active financial services company based in Maidenhead, England. Incorporated 16 Jan 2014. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type full
Next accounts 31 Dec 2025
Due by 30 Sept 2026 4 months remaining

Balance Sheet & P&L (2014–2024)

Cash in Bank

£1.51M

Increased by £1.32M (+677%)

Net Assets

£6.71M

Increased by £2.15M (+47%)

Total Liabilities

£2.06M

Increased by £380.02k (+23%)

Turnover

£6.09M

Increased by £745.74k (+14%)

Employees

41

Increased by 5 (+14%)

Debt Ratio

23%

Decreased by 4 (-15%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
31 Dec Year End
2023
31 Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

1 Allotment 100 Shares £12k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
17 Jun 2014100£12k£120

Officers

Officers

1 active 2 resigned
Status
Glen William NeagleDirectorBritishEngland557 Jul 2021Active

Shareholders

Shareholders (1)

Sfia 2020 Limited
100.0%

Persons with Significant Control

Persons with Significant Control (1)

1 Active 4 Ceased

Sfia 2020 Limited

United Kingdom

Active
Notified 22 Oct 2020
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Christopher Procter

Ceased 1 Jan 2020

Ceased

Sam Leigh Caunt

Ceased 1 Jan 2020

Ceased

Cdesc Limited

Ceased 22 Oct 2020

Ceased

Mandy Patricia Caunt

Ceased 1 Jan 2020

Ceased

Group Structure

Group Structure

PENTA CAPITAL LLP united kingdom
SFIA 2020 LIMITED united kingdom
SFIA WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
20 Jan 2026Confirmation StatementConfirmation statement made on 16 Jan 2026 with no updates
5 Dec 2025OfficersChange to director Mr Christopher Procter on 5 Dec 2025
24 Sept 2025AccountsAnnual accounts made up to 31 Dec 2024
5 Feb 2025Confirmation StatementConfirmation statement made on 16 Jan 2025 with no updates
7 Oct 2024AccountsAnnual accounts made up to 31 Dec 2023
20 Jan 2026 Confirmation Statement

Confirmation statement made on 16 Jan 2026 with no updates

5 Dec 2025 Officers

Change to director Mr Christopher Procter on 5 Dec 2025

24 Sept 2025 Accounts

Annual accounts made up to 31 Dec 2024

5 Feb 2025 Confirmation Statement

Confirmation statement made on 16 Jan 2025 with no updates

7 Oct 2024 Accounts

Annual accounts made up to 31 Dec 2023

Recent Activity

Latest Activity

Confirmation statement made on 16 Jan 2026 with no updates

4 months ago on 20 Jan 2026

Change to director Mr Christopher Procter on 5 Dec 2025

5 months ago on 5 Dec 2025

Annual accounts made up to 31 Dec 2024

8 months ago on 24 Sept 2025

Confirmation statement made on 16 Jan 2025 with no updates

1 years ago on 5 Feb 2025

Annual accounts made up to 31 Dec 2023

1 years ago on 7 Oct 2024