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Company No. 10604907 · Incorporated 7 Feb 2017

Friendly Wealth Management Ltd

Registered name: FRIENDLY WEALTH MANAGEMENT LTD

Part of Perspective Financial Group Limited group

Friendly Wealth Management Ltd does not publish its revenue or profit. Its accounts to 1 Apr 2025 show net assets of £147k and 2 employees.

Friendly Wealth Management Ltd did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 1 Apr 2025 showed net assets of £147k and 2 employees. The company is classified under “other activities auxiliary to insurance and pension funding” and is based in Chorley; we hold 3 years of its filed accounts.

Balance sheet onlySection K · Financial and insurance activitiesSIC 66290Other activities auxiliary to insurance and pension funding
Status
Active
Location
Chorley, North West
Age
9 yrs · since 2017
Type
Private Limited Company

Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.

Latest accounts · year to 1 Apr 2025

Key figures

Small team

Revenue not disclosed

Friendly Wealth Management Ltd’s accounts for the year to 1 Apr 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.

We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.

Employees
2
Net assets
£147k

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

3 filed years

Financial history

Multi-year financials, oldest to newest
Year to31 Mar 202331 Dec 20231 Apr 2025
DisclosureNo P&LNo P&LNo P&L
Profit & loss
Revenue (turnover)———
Profit (best available)———
Employees (average)222
Ratios
Profit margin———
Balance sheet — indirect signals, not revenue
Cash at bank£49.1k£140k£79.2k
Net assets£84.5k£133k£147k
Fixed assets£596£372£0
Current assets£86.7k£148k£173k
Debtors£37.6k£7.6k£94k
SourceFilletedAccounts · bulk data May 2024FilletedAccounts · bulk data May 2024FilletedAccounts · bulk data Jul 2025
Indirect — not revenue

Balance-sheet signals

Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.

Net assets
—
Now £147k
Cash at bank
—
Now £79.2k
Headcount
—
Now 2
Deferred income
—
Now —
Fixed assets
—
Now £0
Corporate ownership

Group structure

Ownership chain

  1. Perspective Financial Group Limitedultimate parent75–100%
  2. PFM Group Limited75–100%
  3. Friendly Wealth Management Ltdthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (101)

From the Persons with Significant Control register (corporate controllers only).

Same industry, similar size

Similar profitable businesses

Industry benchmarks →

Sources

Companies House profile Filing history & original accounts

Latest figures from FilletedAccounts for the year to 1 Apr 2025, from the Companies House accounts bulk data published Jul 2025. Spotted an error? Request a correction.

Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.