SWANN FINANCIAL LIMITED
Company number 13817025 · Monitor this company
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Shareholders' funds
£4,200,991
Balance sheet as at 2025-03-31
What it does
The principal activity of the company is Financial Advice
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2021-12-24
- Employees
- 38 (2025 accounts · was 37 in 2024)
- Registered office
- Fusion 1 1000 Parkway, Solent Business Park Parkway, Whiteley, Fareham, England, PO15 7AA
- Postcode
- PO15 7AA
- Capital
- 217 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2025-12-23
- Next due by
- 2027-01-06
Nature of business (SIC)
- 66190 Activities auxiliary to financial intermediation not elsewhere classified
Officers 2 current · 5 resigned
Group structure
Controlled by Eight Wealth Management Limited (06544529)) — since 2026-05-29
From persons-with-significant-control filings on the public register.
Contact details
- Website
- swannfinancial.co.uk
Swann Financial has been helping clients and their families along their personal financial journeys since 2006. We take pride in the personal service we offer to all our clients. We have our client...
Previous company names
| Name | Date changed |
|---|---|
| SWANN FINANCIAL CONSULTANCY LIMITED | 2022-01-21 |
Among its peers
Top 5%
by shareholders' funds, of 59 similar companies in PO
The largest employer among its local peers (38 staff).
Trading since 2021.
Competitors Portsmouth
This company ranks 1 among activities auxiliary to financial intermediation not elsewhere classified in Portsmouth.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.