BOARDMAN WEALTH MANAGEMENT LTD

Active Wakefield

Financial intermediation not elsewhere classified

6 employees website.com
Financial services Financial intermediation not elsewhere classified
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BOARDMAN WEALTH MANAGEMENT LTD

Financial intermediation not elsewhere classified

Founded 16 Nov 1999 Active Wakefield, England 6 employees website.com
Financial services Financial intermediation not elsewhere classified

Previous Company Names

SOMERSALL FINANCIAL MANAGEMENT LIMITED 12 Aug 2004 — 25 May 2018
SOMERSALL INDEPENDENT FINANCIAL ADVISERS LIMITED 16 Nov 1999 — 12 Aug 2004
Accounts Submitted 17 Mar 2026 Next due 31 Jul 2026 2 months remaining
Confirmation Submitted 23 Sept 2025 Next due 6 Oct 2026 5 months remaining
Net assets £202K £41K 2024 year on year
Total assets £362K £10K 2024 year on year
Total Liabilities £160K £31K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Unit 8, Paragon Business Park Red Hall Court Wakefield WF1 2UY England

Telephone

0800 000 0000

Website

www.example.com

Full company profile for BOARDMAN WEALTH MANAGEMENT LTD (03878149), an active financial services company based in Wakefield, England. Incorporated 16 Nov 1999. 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 Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Balance Sheet & P&L (2014–2024)

Cash in Bank

£51.96k

Increased by £15.28k (+42%)

Net Assets

£202.34k

Increased by £41.06k (+25%)

Total Liabilities

£159.59k

Decreased by £30.88k (-16%)

Turnover

N/A

Employees

6

Increased by 1 (+20%)

Debt Ratio

44%

Decreased by 10 (-19%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
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

Officers

Officers

0 active 3 resigned
Status

No officers found

No officers found

Shareholders

Shareholders (4)

Pfp Wealth Group Ltd
50.0%
50
Pfp Wealth Group Ltd
50.0%
50

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased

Pfp Wealth Group Ltd

United Kingdom

Active
Notified 11 Jul 2025
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Carmen Elisabeth Boardman

Ceased 11 Jul 2025

Ceased

Peter Boardman

Ceased 11 Jul 2025

Ceased

Group Structure

Group Structure

PFP WEALTH GROUP LTD united kingdom
BOARDMAN WEALTH MANAGEMENT LTD Current Company

Charges

Charges

No charges registered

Properties

Properties

1 leasehold 1 total
AddressTenurePrice PaidDate Added
12 Albion Road, Chesterfield (S40 1LJ) CHESTERFIELD
Leasehold-5 Feb 2015
12 Albion Road, Chesterfield (S40 1LJ)
Leasehold
Added 5 Feb 2015
District CHESTERFIELD

Documents

Company Filings

DateCategoryDescriptionDocument
17 Mar 2026AccountsAnnual accounts made up to 31 Oct 2025
23 Sept 2025Confirmation StatementConfirmation statement made on 22 Sept 2025 with updates
15 Jul 2025Persons With Significant ControlCessation of Peter Boardman as a person with significant control on 11 Jul 2025
15 Jul 2025OfficersTermination of Carmen Elisabeth Boardman as director on 11 Jul 2025
15 Jul 2025Persons With Significant ControlCessation of Carmen Elisabeth Boardman as a person with significant control on 11 Jul 2025
17 Mar 2026 Accounts

Annual accounts made up to 31 Oct 2025

23 Sept 2025 Confirmation Statement

Confirmation statement made on 22 Sept 2025 with updates

15 Jul 2025 Persons With Significant Control

Cessation of Peter Boardman as a person with significant control on 11 Jul 2025

15 Jul 2025 Officers

Termination of Carmen Elisabeth Boardman as director on 11 Jul 2025

15 Jul 2025 Persons With Significant Control

Cessation of Carmen Elisabeth Boardman as a person with significant control on 11 Jul 2025

Recent Activity

Latest Activity

Annual accounts made up to 31 Oct 2025

1 months ago on 17 Mar 2026

Confirmation statement made on 22 Sept 2025 with updates

7 months ago on 23 Sept 2025

Cessation of Peter Boardman as a person with significant control on 11 Jul 2025

9 months ago on 15 Jul 2025

Termination of Carmen Elisabeth Boardman as director on 11 Jul 2025

9 months ago on 15 Jul 2025

Cessation of Carmen Elisabeth Boardman as a person with significant control on 11 Jul 2025

9 months ago on 15 Jul 2025