Ltd Facts The UK company register, as filed

Register entry · No. 04812359

FORUM WEALTH MANAGEMENT LIMITED

Active Private Limited Company Incorporated 26 Jun 2003

Checks

No warning signs 10 clear · 4 can't tell yet

What was checked
  • Can't tell
    Insolvency

    The filing history can't be read just now.

    Filing history
  • Can't tell
    Strike-off notices

    The filing history can't be read just now.

    Filing history (The Gazette notices) · What this means
  • Can't tell
    Year-end changes

    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Dec 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 10 Jul 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 3 current officers checked are disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    2 current directors.

    Officers on the register · See it
  • Clear
    Owners

    2 owners on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £170,954.

    Accounts to 31 Mar 2026 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 26 Jun 2003 (23 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 6 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    46 ALDGATE HIGH STREET, LONDON, EC3N 1AL

    As filed with Companies House.

  2. Nature of business

  3. Accounts

    Next due
    31 Dec 2027
    Last made up to
    31 Mar 2026
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    10 Jul 2027
    Last made up to
    26 Jun 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. FORUM WEALTH MANAGEMENT LIMITED current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Mar 2026 not published not published — £170,954 0
31 Mar 2025 not published not published £195,065 £175,385 4
31 Mar 2024 not published not published £182,931 £165,022 4
31 Mar 2023 not published not published £143,766 £125,520 4
31 Mar 2022 not published not published £139,359 £103,293 4
31 Mar 2021 not published not published £56,476 £49,472 4

* From the following year's accounts (prior-year figures).

People

Officers All 7, with past →

NameRoleAppointedResignedBornNationality · lives in
Jonathan St. George Downe Director 26 Jun 2003 — July 1961 British · England
Ian Paul Wilson I F A Director 14 Sep 2007 — July 1971 British · England
Ian Paul Wilson Secretary 26 Jun 2003 — July 1971 British · United Kingdom

Owners and controllers All 2, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Ian Paul Wilson Significant influence or control 6 Apr 2016 — July 1971 British · England
Mr Jonathan St. George Downe Ownership of shares 50 to 75 percent; Voting rights 50 to 75 percent; Right to appoint and remove directors 6 Apr 2016 — July 1961 British · England

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

Ask about this company

Answers cite the filings they come from. Free: 3 questions a day.

Try:

Questions

Is FORUM WEALTH MANAGEMENT LIMITED still trading?

The register shows FORUM WEALTH MANAGEMENT LIMITED as active.

What does FORUM WEALTH MANAGEMENT LIMITED do?

It files these industry codes 65110 (Life insurance); 65120 (Non-life insurance); 65300 (Pension funding).

When was FORUM WEALTH MANAGEMENT LIMITED set up?

It was incorporated on 26 June 2003.

When are FORUM WEALTH MANAGEMENT LIMITED's accounts due?

Next accounts are due by 31 December 2027. The last accounts were made up to 31 March 2026.

When is FORUM WEALTH MANAGEMENT LIMITED's next confirmation statement due?

By 10 July 2027.

Who runs FORUM WEALTH MANAGEMENT LIMITED?

FORUM WEALTH MANAGEMENT LIMITED has 2 current directors and 1 other current officer. They're listed under People on this page.

Similar companies

Same industry code (65110), active, set up around the same time. More in this industry →

  1. 04995128 FIRST WITH MORTGAGES LIMITED Active Private Limited Company Inc. 15 Dec 2003 65110 · Life insurance
  2. 04987277 MIDAS WEALTH MANAGEMENT LTD Active Private Limited Company Inc. 8 Dec 2003 64999 · Financial intermediation not elsewhere classified
  3. 04985940 MORTGAGES ETC LTD Active Private Limited Company Inc. 5 Dec 2003 64922 · Activities of mortgage finance companies
  4. 04985517 WEST FINANCIAL MANAGEMENT CO LIMITED Active Private Limited Company Inc. 5 Dec 2003 64301 · Activities of investment trusts
  5. SC260211 24X2 INVESTMENTS LIMITED Active Private Limited Company Inc. 3 Dec 2003 65110 · Life insurance

The file

3 of 3 free downloads left today · Last 5 years' accounts as one zip (1 credit a PDF)

Filing history is loading from Companies House. Refresh in a moment.

Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House