MR STEPHEN DAVID WILLIS


2ND FLOOR, STRATUS HOUSE EMPEROR WAY EXETER BUSINESS PARK EX13QS EXETER

Overview

Key Data
Nationality
BRITISH
Date of Birth
Jan 1980
Occupation
CHARTERED ACCOUNTANT
Is involved with the current companies
Name Company Number Date Appointed Rating
A P ASSOCIATES FINANCIAL SERVICES LIMITED 07245258 28/10/2022 Insolvent
BANKHOUSE FINANCIAL MANAGEMENT LIMITED 04930940 25/10/2022 Dissolved
CAMPBELL DALLAS FINANCIAL SERVICES LTD SC190523 23/01/2020 Dissolved
CUTTER & CO FINANCIAL PLANNING LIMITED 11281160 30/10/2024 Gold
DESTINATION FINANCIAL PLANNING LIMITED NI631014 30/10/2024 Gold
DFP HEALTH & WEALTH MANAGEMENT LIMITED 05355454 01/02/2024 Amber
DFP WEALTH MANAGEMENT LTD 06098373 01/02/2024 One Red Flag
FLOWERS MCEWAN LIMITED 04237360 30/10/2024 Bronze
G & E PRIVATE WEALTH LIMITED 12009548 28/10/2022 Insolvent
G & E WEALTH MANAGEMENT LIMITED 05139850 28/10/2022 One Red Flag
G&E WEALTH MANAGEMENT (HOLDINGS) LTD 13225869 28/10/2022 Strike Off
HKA (F S) LIMITED 04640938 28/10/2022 Amber
HKA HOLDINGS LIMITED 05783468 28/10/2022 Amber
JCF FINANCIAL SERVICES LIMITED 05489003 01/11/2022 Insolvent
KF CONSULTING UK LTD 04636722 12/12/2023 Insolvent
LAW SOCIETY (NI) FINANCIAL ADVICE LIMITED NI023143 30/10/2024 Silver
LEE STRATHY LIMITED 08583095 30/10/2024 Gold
LITTLE ORCHARD NURSERY & PRESCHOOL LIMITED 09286135 01/03/2017 One Red Flag
LRH WEALTH MANAGEMENT LIMITED 06255775 23/01/2020 Dissolved
MELLOR ASSOCIATES LIMITED 05303877 23/01/2020 Dissolved
NAVIGATOR FINANCIAL PLANNING LIMITED NI048574 30/10/2024 Gold
OAKLEA WEALTH MANAGEMENT LTD 08762468 28/10/2022 Insolvent
PANNELLS FINANCIAL PLANNING LTD 02158849 26/10/2022 Insolvent
PANNELLS HOLDINGS LIMITED 04612310 01/06/2022 Dissolved
SPENCE AND SPENCE (SCOTLAND) LIMITED SC419317 21/07/2023 Bronze
SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED 08146349 27/09/2022 Gold
SUCCESSION FINANCE JERSEY LIMITED FC035293 15/04/2021 Dissolved
SUCCESSION FINANCIAL MANAGEMENT LIMITED 04454027 27/09/2022 Amber
SUCCESSION GROUP LTD 07882873 17/05/2021 Amber
SUCCESSION HOLDINGS LTD 08148663 15/04/2021 Bronze
SUCCESSION NEWCO1 JERSEY LIMITED FC035294 15/04/2021 Dissolved
SUCCESSION NEWCO2 JERSEY LIMITED FC035292 15/04/2021 Dissolved
SUCCESSION WEALTH MANAGEMENT LIMITED 07882611 27/09/2022 Bronze
TAG FINANCIAL PLANNING LIMITED 10846528 30/10/2024 Bronze
THE OXFORD ADVISORY PARTNERSHIP LIMITED 06705714 25/10/2022 Insolvent
TRUE FINANCIAL PARTNERSHIPS LIMITED 10271716 30/10/2024 Amber
TRUE WEALTH MANAGEMENT LIMITED 07702656 30/10/2024 Gold
TRUE WEALTH PLANNING SOLUTIONS LIMITED 10012883 30/10/2024 Bronze
VERACITY ASSET TRANSFORMATION SERVICE LIMITED 07468932 30/10/2024 Gold
WATSON LAIRD LIMITED NI611950 30/10/2024 Silver
Was formerly involved in the following companies
Name Company Number Date Appointed Date Resigned Rating
KF CONSULTING UK LTD 04636722 01/06/2022 04/08/2022 Insolvent
SUSTAINABLE SOUTH BRENT 07309926 05/10/2021 03/07/2024 Silver