FRIENDLY WEALTH MANAGEMENT LTD - Profile & Financials

Accounts Submitted 6 Nov 2025

Confirmation Statement Submitted

Net assets £146.51K £13.88K 2025 year on year

Total assets £0.00 £148.29K 2025 year on year

Total Liabilities £26.66K £11.00K 2025 year on year

Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

Lancaster House Ackhurst Business Park Foxhole Road Chorley PR7 1NY England

Office (Stafford)

Sterling House, 64 Lichfield Rd, Stafford ST17 4LW

Telephone

0178 525 7257

enquiries@friendlywealth.co.uk

Website

friendlywealth.co.uk

Credit Report

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Mutual Companies

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Financials

Period 1 Jan → 31 Dec 2025

Type Total Exemption Full

Next accounts 31 December 2026

Due by 30 September 2027 9 months

Net Assets, Total Assets & Total Liabilities (2017–2025)

Cash in Bank

£79.17k

Decreased by £61.14k (-44%)

Net Assets

£146.51k

Increased by £13.88k (+10%)

Total Liabilities

£26.66k

Increased by £11.00k (+70%)

Turnover

N/A

Employees

Debt Ratio

N/A

Decreased by 11 (-100%)

Financial History

Revenue, profit, EBITDA and key financial figures

	2025 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

2 active 2 resigned

Show resigned officers

						Status
David John Philip Hesketh	Director	British	England	44	1 Apr 2025	Active
David John Philip Hesketh	Secretary	Unknown	Unknown	—	1 Apr 2025	Active

Shareholders

Shareholders (2)


Stephen Platts	50.0%	50	Ordinary	24 Feb 2022
Martin Miglowski	50.0%	50	Ordinary	24 Feb 2022

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased

Pfm Group Limited

United Kingdom

Active

Notified 1 Apr 2025

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

Stephen John Platts

Ceased 1 Apr 2025

Ceased

Martin Miglowski

Ceased 1 Apr 2025

Ceased

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Group Structure

PFM GROUP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

PERSPECTIVE FINANCIAL GROUP LIMITED united kingdom

FRIENDLY WEALTH MANAGEMENT LTD Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
6 Nov 2025	Accounts	Annual accounts made up to 2026-04-01	View(1 page)
31 Jul 2025	Accounts	Annual accounts made up to 2025-04-01	View(9 pages)
5 Jun 2025	Accounts	Annual accounts made up to 2024-12-31	View(1 page)
8 Apr 2025	Persons With Significant Control	Cessation of Stephen John Platts as a person with significant control on 2025-04-01	View(1 page)
8 Apr 2025	Officers	Termination of Marcin Krzysztof Migowski as director on 2025-04-01	View(1 page)