Company
Institute for Financial Wellbeing Limited
Institute for Financial Wellbeing Limited is an active UK company (number 12313690), incorporated 2019, with 2 current directors, Hiren Panchal and Charles Jack Goodman. 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 13
- Adam John Owen 2023-2025 View profile
- Nick Marsh 2022-2025 View profile
- Harjeet Singh Heer 2020-2025 View profile
- Lorraine Mcfall 2020-2025 View profile
- Ian Stuart Howe 2020-2022 View profile
- Benjamin Fabi 2020-2021 View profile
- Rebecca Jane Tuck 2020-2024 View profile
- Catherine Claire-Louise Morgan 2019-2020 View profile
- Karen Annette Taylor 2019-2020 View profile
- Nicholas Graham Bernard Platt 2019-2020 View profile
- Julie Lord 2019-2021 View profile
- Christopher David Budd 2019-2022 View profile
- Thomas Frank Morris 2019-2024 View profile
Directors and secretaries as filed at Companies House.
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About
- Incorporated
- 13/11/2019
Ownership
Owned by (4) 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.
- Hiren Panchal
appoints directors, appoints directors (firm) · notified 2025-10-29 - Christopher David Budd ceased 2024-03-15
25-50% voting · notified 2019-11-13 - confirmed: also a director of this company - Thomas Frank Morris ceased 2024-03-15
25-50% voting · notified 2019-11-13 - Nick Marsh ceased 2025-10-29
appoints directors, appoints directors (trust), appoints directors (firm) · notified 2024-03-01 - confirmed: also a director of this company
Group
- Institute for Financial Wellbeing Limited
is controlled by Hiren Panchal
Evidence
active appoints directors, appoints directors (firm) · notified 2025-10-29 · source: Companies House PSC register
Ultimately controlled by Hiren Panchal.
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
- -£3,307
- Total assets
- £23,650
- Turnover
- Not reported (small or micro-entity accounts)
Filed as Micro-entity accounts.
Five-year trend
| Period ending | Turnover | Net assets |
|---|---|---|
| 2025-11-30 | Not reported | -£3,307 |
| 2025-11-30 | Not reported | -£3,307 |
Figures from accounts filed at Companies House (iXBRL), period ending 2025-11-30. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.
Board analysis
Board DNA
How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.
2 directors on the board
- Charles Jack Goodman Director · appointed 2021
- Hiren Panchal Director · appointed 2024
First-time vs portfolio directors
First-time (1)
- Hiren Panchal Director · appointed 2024
Portfolio (1)
- Charles Jack Goodman Director · appointed 2021
Left in the last 12 months
- Nick Marsh Director · appointed 2022 · resigned 2025
Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- 12313690
- Status
- Active
- Type
- PRI/LTD BY GUAR/NSC (Private, limited by guarantee, no share capital)
- Edition
- Register edition compiled 4th October 2026
- Labels
- Official record from Companies House · Calculated derived by Governance Register.
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