INSTITUTE FOR FINANCIAL WELLBEING LIMITED

Company number 12313690

15 officers / 9 resignations

GOODMAN, Charles Jack

• Correspondence address: 3 Fishers Wood Grove, Bromley, England, BR2 8FD
• Role (Active): Director
• Date of birth: April 1983
• Appointed on: 14 June 2021
• Nationality: British
• Country of residence: England
• Occupation: Independent Financial Adviser

HEER, Harjeet Singh

• Correspondence address: 12 Chiltern View, Chinnor, England, OX39 4DD
• Role (Active): Director
• Date of birth: July 1977
• Appointed on: 1 September 2020
• Nationality: British
• Country of residence: England
• Occupation: Director

MARSH, Nick

• Correspondence address: Spring Cottage, Penallt, Monmouth, Wales, NP25 4RX
• Role (Active): Director
• Date of birth: February 1966
• Appointed on: 27 September 2022
• Nationality: British
• Country of residence: Wales
• Occupation: Company Director

MCFALL, Lorraine

• Correspondence address: Treetops, Waverley Avenue, Fleet, England, GU51 4NW
• Role (Active): Director
• Date of birth: September 1969
• Appointed on: 1 September 2020
• Nationality: British
• Country of residence: United Kingdom
• Occupation: Financial Coach

OWEN, Adam John

• Correspondence address: 6 Hydrangea Way, St. Helens, England, WA9 4FX
• Role (Active): Director
• Date of birth: November 1973
• Appointed on: 27 March 2023
• Nationality: British
• Country of residence: England
• Occupation: Director

PANCHAL, Hiren

• Correspondence address: 145 Station Road, West Drayton, London, England, UB7 7ND
• Role (Active): Director
• Date of birth: June 1976
• Appointed on: 10 January 2024
• Nationality: British
• Country of residence: England
• Occupation: Financial Director

BUDD, Christopher David

• Correspondence address: 11 Robinson Close, Backwell, North Somerset, United Kingdom, BS48 3BT
• Role (Resigned): Director
• Date of birth: July 1967
• Appointed on: 13 November 2019
• Resigned on: 30 September 2022
• Nationality: British
• Country of residence: United Kingdom
• Occupation: Management Consultant

FABI, Benjamin

• Correspondence address: Queen Square House, Queen Square, 18-21 Queen Square House, Bristol, England, BS1 4NH
• Role (Resigned): Director
• Date of birth: May 1979
• Appointed on: 21 April 2020
• Resigned on: 12 August 2021
• Nationality: British
• Country of residence: United Kingdom
• Occupation: Director

HOWE, Ian Stuart

• Correspondence address: 23 Kensington Mews, Windsor, England, SL4 3FA
• Role (Resigned): Director
• Date of birth: April 1970
• Appointed on: 3 June 2020
• Resigned on: 9 February 2022
• Nationality: British
• Country of residence: England
• Occupation: Financial Planner

LORD, Julie

• Correspondence address: Queen Square House, Queen Square, 18-21 Queen Square House, Bristol, England, BS1 4NH
• Role (Resigned): Director
• Date of birth: August 1961
• Appointed on: 11 December 2019
• Resigned on: 12 October 2021
• Nationality: British
• Country of residence: Wales
• Occupation: Chief Executive

MORGAN, Catherine Claire-Louise

• Correspondence address: Queen Square House, Queen Square, 18-21 Queen Square House, Bristol, England, BS1 4NH
• Role (Resigned): Director
• Date of birth: December 1981
• Appointed on: 11 December 2019
• Resigned on: 11 August 2020
• Nationality: British
• Country of residence: England
• Occupation: Money Coach

MORRIS, Thomas Frank

• Correspondence address: 59 Guest Avenue, Emersons Green, Bristol, United Kingdom, BS1 4NH
• Role (Resigned): Director
• Date of birth: April 1987
• Appointed on: 13 November 2019
• Resigned on: 30 January 2024
• Nationality: British
• Country of residence: United Kingdom
• Occupation: Chartered Financial Planner

PLATT, Nicholas Graham Bernard

• Correspondence address: Queen Square House, Queen Square, 18-21 Queen Square House, Bristol, England, BS1 4NH
• Role (Resigned): Director
• Date of birth: December 1972
• Appointed on: 11 December 2019
• Resigned on: 21 April 2020
• Nationality: British
• Country of residence: England
• Occupation: Financial Planner

TAYLOR, Karen Annette

• Correspondence address: Queen Square House, Queen Square, 18-21 Queen Square House, Bristol, England, BS1 4NH
• Role (Resigned): Director
• Date of birth: May 1968
• Appointed on: 11 December 2019
• Resigned on: 2 June 2020
• Nationality: British
• Country of residence: England
• Occupation: Financial Consultant

TUCK, Rebecca Jane

• Correspondence address: Queen Square House, Queen Square, 18-21 Queen Square House, Bristol, England, BS1 4NH
• Role (Resigned): Director
• Date of birth: November 1990
• Appointed on: 11 February 2020
• Resigned on: 31 March 2024
• Nationality: British
• Country of residence: Wales
• Occupation: Technical Manager