Mr Stephen David Willis

chartered accountantBRITISHENGLANDBorn February 1980

Risk Flags

Director of 6 companies with insolvency proceedings

Current Appointments
34

True Wealth Planning Solutions Limited

director · Since 30/10/2024

Active
Law Society (Ni) Financial Advice Limited

director · Since 30/10/2024

Active
Lee Strathy Limited

director · Since 30/10/2024

Active
Destination Financial Planning Limited

director · Since 30/10/2024

Active
True Financial Partnerships Limited

director · Since 30/10/2024

Active
Tag Financial Planning Limited

director · Since 30/10/2024

active
Watson Laird Limited

director · Since 30/10/2024

Active
Cutter & Co Financial Planning Limited

director · Since 30/10/2024

Active
Navigator Financial Planning Limited

director · Since 30/10/2024

active
Flowers Mcewan Limited

director · Since 30/10/2024

Active
True Wealth Management Limited

director · Since 30/10/2024

Active
Active
Kf Consulting Uk Ltd

director · Since 12/12/2023

—
Jcf Financial Services Limited

director · Since 01/11/2022

—
G & E Private Wealth Limited

director · Since 28/10/2022

—
G&E Wealth Management (Holdings) Ltd

director · Since 28/10/2022

—
Oaklea Wealth Management Ltd

director · Since 28/10/2022

—
A P Associates Financial Services Limited

director · Since 28/10/2022

—
Hka Holdings Limited

director · Since 28/10/2022

—
Pannells Financial Planning Ltd

director · Since 26/10/2022

—
Bankhouse Financial Management Limited

director · Since 25/10/2022

—
Succession Financial Management Limited

director · Since 27/09/2022

active
Succession Wealth Management Limited

director · Since 27/09/2022

active
active
Pannells Holdings Limited

director · Since 01/06/2022

—
Succession Group Ltd

director · Since 17/05/2021

active
Succession Finance Jersey Limited

director · Since 15/04/2021

—
Succession Holdings Ltd

director · Since 15/04/2021

active
Succession Newco2 Jersey Limited

director · Since 15/04/2021

—
Succession Newco1 Jersey Limited

director · Since 15/04/2021

—
Mellor Associates Limited

director · Since 23/01/2020

—
Lrh Wealth Management Limited

director · Since 23/01/2020

—
Campbell Dallas Financial Services Ltd

director · Since 23/01/2020

—
Little Orchard Nursery & Preschool Limited

director · Since 01/03/2017

Active

Insolvency Proceedings

Hka (F S) Limited

members voluntary liquidation

members
G & E Wealth Management Limited

members voluntary liquidation

members
Dfp Health & Wealth Management Limited

members voluntary liquidation

members
Dfp Wealth Management Ltd

members voluntary liquidation

members
The Oxford Advisory Partnership Limited

members voluntary liquidation

members
Spence And Spence (Scotland) Limited

members voluntary liquidation

members

Former Appointments
6

Dfp Wealth Management Ltd

director · 01/02/2024

Liquidation
Liquidation
Liquidation
G & E Wealth Management Limited

director · 28/10/2022

Liquidation
Hka (F S) Limited

director · 28/10/2022

Liquidation
Liquidation

Summary

Current roles34
Former roles6
Occupationchartered accountant
NationalityBRITISH
Based inENGLAND
DOBBorn February 1980
Risk flags Medium risk

Data sourced from Companies House public register. Financial data from filed accounts. Updated as filings are processed.