Company
Essential Wealth Management and Advice Limited
Essential Wealth Management and Advice Limited is an active UK company (number 04020006), incorporated 2000. Source: Companies House, updated 4th October 2026.
Official record Companies House · updated 4th October 2026 · Sources
Network
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Who leads it
Previous officers 4
- Dr Rebecca Sandra Da Silva Wheeler 2017-2024 View profile
- Helen Mary Newport 2000-2014 View profile
- B H Company Secretaries Limited 2014-2014 View profile
- John Anthony Youngman 2000-2009 View profile
Directors and secretaries as filed at Companies House.
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About
- Incorporated
- 22/06/2000
Ownership
Owned by (2) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- Sonia Margaret Wheeler ceased 2025-10-16
significant influence · notified 2017-07-03 - SMW Financial Limited
75-100% shares, 75-100% voting · notified 2016-04-06
Group
- Essential Wealth Management and Advice Limited
is controlled by Sonia Margaret Wheeler
Evidence
ceased significant influence · notified 2017-07-03, ceased 2025-10-16 · source: Companies House PSC register
Ultimately controlled by Sonia Margaret Wheeler.
6 other companies in this group
Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.
Financials
- Net assets
- £480,119
- Total assets
- £483,171
- Cash
- £93,587
- Employees
- 7
- Turnover
- Not reported (small or micro-entity accounts)
Filed as Full accounts (audit exempt).
Five-year trend
| Period ending | Turnover | Net assets |
|---|---|---|
| 2025-12-31 | Not reported | £480,119 |
| 2025-12-31 | Not reported | £480,119 |
Figures from accounts filed at Companies House (iXBRL), period ending 2025-12-31. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- 04020006
- Status
- Active
- Type
- Private Limited Company
- Edition
- Register edition compiled 4th October 2026
- Labels
- Official record from Companies House · Calculated derived by Governance Register.
Contains public sector information licensed under the Open Government Licence v3.0. Report an issue · How we handle data