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PANORAMIC WEALTH MANAGEMENT LIMITED Active

Financial Services


Contact information


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Financial statements of PANORAMIC WEALTH MANAGEMENT LIMITED

According to PANORAMIC WEALTH MANAGEMENT LIMITED latest financial report submitted on 2023-10-31, the company has a Cash of £182,996.00, Working-Capital of £197,844.00. Compared with the previous year, the company reported a Cash increase of 88.51%, which is an equivalent of -161974. At the same time, the Working-Capital went up by 93.87%, or by -185710.


Year:
2022 Not available
2021 Not available
2020 Not available
2019 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 197844

EBITDA

PANORAMIC WEALTH MANAGEMENT LIMITED Business Credit Report

A Business Credit Report for PANORAMIC WEALTH MANAGEMENT LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for PANORAMIC WEALTH MANAGEMENT LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

PANORAMIC WEALTH MANAGEMENT LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

PANORAMIC WEALTH MANAGEMENT LIMITED Directors and key executives

PANORAMIC WEALTH MANAGEMENT LIMITED currently employs 6 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at PANORAMIC WEALTH MANAGEMENT LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

6

100%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Gary Jefferies Director
****@panoramicwealth.co.uk
- GB
Jill Jefferies Company Secretary
****@panoramicwealth.co.uk
- GB
Gary Jefferies Managing Director
****@panoramicwealth.co.uk
- GB
Duncan Fry Investment Committee Non-Executive Chairman
******@panoramicwealth.co.uk
- GB
Jill Assoc Panoramic Wealth
****@panoramicwealth.co.uk
- GB

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PANORAMIC WEALTH MANAGEMENT LIMITED Ownership and Group Structure

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PANORAMIC WEALTH MANAGEMENT LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at PANORAMIC WEALTH MANAGEMENT LIMITED. One of of major shareholders of PANORAMIC WEALTH MANAGEMENT LIMITED is JILL JEFFERIES, which owns 25 ORDINARY shares, with a total value of 25 GBP and GARY ARTHUR JEFFERIES, which owns 75 ORDINARY shares, with a total value of 75 GBP and ROSS JEFFERIES, which owns 100 ORDINARY A shares, with a total value of 100 GBP.


Name Quantity Share Type Value
JILL JEFFERIES
25 ORDINARY 25 GBP
GARY ARTHUR JEFFERIES
75 ORDINARY 75 GBP
ROSS JEFFERIES
100 ORDINARY A 100 GBP

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PANORAMIC WEALTH MANAGEMENT LIMITED competitors:

Top 5 similar companies of PANORAMIC WEALTH MANAGEMENT LIMITED are MOBIUS LIFE LIMITED, CONCIERGE LEGAL SERVICES LTD, MASTERCOVER INSURANCE SERVICES LIMITED, MORTGAGES & FINANCIAL SERVICES FOR ALL (SCOTLAND) LTD., WDS WEALTH MANAGEMENT LTD. View and export all the competitor list of PANORAMIC WEALTH MANAGEMENT LIMITED by upgrading your account here.


MOBIUS LIFE LIMITED


Revenue
-
Age
30 years
Employees
11-50
Industry
View Financial Services
Website
View https://mobiu************

CONCIERGE LEGAL SERVICES LTD


Revenue
-
Age
19 years
Employees
8
Industry
View Marketing And Merchandising Services
Website
View http://actio***********

MASTERCOVER INSURANCE SERVICES LIMITED


Revenue
-
Age
47 years
Employees
5
Industry
View Financial Services
Website
View http://maste***********

MORTGAGES & FINANCIAL SERVICES FOR ALL (SCOTLAND) LTD.


Revenue
-
Age
22 years
Employees
3
Industry
View Financial Services
Website
View https://allfinanc****************

WDS WEALTH MANAGEMENT LTD


Revenue
-
Age
25 years
Employees
5
Industry
View Financial Services
Website
View http://davidn************

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PANORAMIC WEALTH MANAGEMENT LIMITED news & activities:


Employees

PANORAMIC WEALTH MANAGEMENT LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 6.

uk.globaldatabase.com

2023-10-31

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Frequently Asked Questions regarding PANORAMIC WEALTH MANAGEMENT LIMITED


Where is PANORAMIC WEALTH MANAGEMENT LIMITED registered office?

PANORAMIC WEALTH MANAGEMENT LIMITED is located at 9 Teise Close, United Kingdom.

How can I contact PANORAMIC WEALTH MANAGEMENT LIMITED?

You can call PANORAMIC WEALTH MANAGEMENT LIMITED at the following number +441892******

What is the website of PANORAMIC WEALTH MANAGEMENT LIMITED?

PANORAMIC WEALTH MANAGEMENT LIMITED website is http://panoramicwealth.co.uk/

How many people work at PANORAMIC WEALTH MANAGEMENT LIMITED?

According to the latest account statement, there are currently 6 of employees working for PANORAMIC WEALTH MANAGEMENT LIMITED.

What is the Business Credit Score of PANORAMIC WEALTH MANAGEMENT LIMITED and how reliable is the company?

In order to check the business credit score of PANORAMIC WEALTH MANAGEMENT LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does PANORAMIC WEALTH MANAGEMENT LIMITED pay their invoices on time?

By requesting a Business Credit Report for PANORAMIC WEALTH MANAGEMENT LIMITED, you will be able to gain more insights about the PANORAMIC WEALTH MANAGEMENT LIMITED payment trends.

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