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Companies/03053936

Equilibrium Wealth Management Limited

Financial intermediation not elsewhere classified · Chorley

ActiveUnited KingdomIncorporated 1995Private Limited Company
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Ownership evidence

Reported ownership and control rights in this business, with source dates.

Reported ownership & control

1 without an end date · 1 ceased
Pfm Group LimitedCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directors

Notified 2016-04-06 · No cessation recorded

Source record 190716594
Show 1 ceased record
Perspective Financial Group LtdCorporate
Shares: over 75%, up to 100%Voting rights: over 75%, up to 100%Right to appoint or remove directorsFirm-related control: Significant influence or control

Notified 2016-07-01 · Ceased 2016-07-01

Source record 194849484

People behind the business

Current appointments and the wider business interests of each person.

Appointments

2 current · 22 historical
SW
Sam WardCurrent director
Appointed 2026-08-24
+113 others
DH
David HeskethCurrent secretary
Appointed 2013-12-20 · 12 yrs
+50 others
Show 22 historical appointments
JK
James KnightsResigned director
Resigned 2022-03-14 · 4 yrs · Director
RP
Ross PerryResigned director
Resigned 2022-02-23 · 4 yrs · Director
DH
David HeskethResigned director
Resigned 2013-12-20 · 12 yrs · Accountant
JH
Julie HepworthResigned director
Resigned 2013-12-20 · 12 yrs · Compliance Director
PC
Peter CraddockResigned secretary
Resigned 2012-02-21 · 1 yr
PC
Peter CraddockResigned director
Resigned 2011-08-02 · 2 yrs · Group Operations Director
AM
Anthony MorrowResigned secretary
Resigned 2010-12-22 · 1 yr
AM
Anthony MorrowResigned director
Resigned 2010-12-22 · 1 yr · Company Director
SJ
Sally JonesResigned directorResigned secretary
Resigned 2010-12-22 · 9 yrs · Secretary
PC
Philip CarrResigned director
Resigned 2010-12-22 · 2 yrs · Accountant
QT
Quentin TailfordResigned directorResigned secretary
Resigned 2010-12-22 · 2 yrs · Director
PC
Paul ColesResigned director
Resigned 2006-06-30 · 4 yrs · Financial Adviser
AA
Anthony AppsResigned secretaryResigned director
Resigned 2003-06-30 · 2 yrs · Director
SH
Scott HillierResigned director
Resigned 1999-06-30 · 11 yrs · Financial Adviser
JA
John AveryResigned director
Resigned 1996-02-08 · 4 yrs · Company Director
GM
Graeme MitchellResigned director
Resigned 1995-05-05 · 9 yrs · Company Director
PB
Peter BowyerResigned directorResigned secretary
Resigned 1995-05-05 · 5 yrs · Company Director

Board profile

People with appointments
2
Directors assessed
1
Median age
40
Under 35
0
65 and over
0
Disqualified match
None active