Stephen David WILLIS

Total number of appointments 42

• Date of birth: February 1980

VERACITY ASSET TRANSFORMATION SERVICE LIMITED (07468932)

• Company status: Active
• Correspondence address: Stonyroyd House, 8 Cumberland Road, Leeds, England, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

FLOWERS MCEWAN LIMITED (04237360)

• Company status: Active
• Correspondence address: Stonyroyd House, 8 Cumberland Road, Leeds, England, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

TRUE WEALTH MANAGEMENT LIMITED (07702656)

• Company status: Active
• Correspondence address: Stonyroyd House, Cumberland Road, Leeds, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

LAW SOCIETY (NI) FINANCIAL ADVICE LIMITED (NI023143)

• Company status: Active
• Correspondence address: 42-44, Rosemary Street, Belfast, Northern Ireland, BT1 1QE
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

LEE STRATHY LIMITED (08583095)

• Company status: Active
• Correspondence address: Stonyroyd House, Cumberland Road, Leeds, England, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

TRUE FINANCIAL PARTNERSHIPS LIMITED (10271716)

• Company status: Active
• Correspondence address: Stonyroyd House, 8 Cumberland Road, Leeds, United Kingdom, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

NAVIGATOR FINANCIAL PLANNING LIMITED (NI048574)

• Company status: Active
• Correspondence address: 1st Floor, Avenue House, 42-44 Rosemary Street, Belfast, Northern Ireland, BT1 1QE
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

DESTINATION FINANCIAL PLANNING LIMITED (NI631014)

• Company status: Active
• Correspondence address: 1st Floor, Avenue House, 42-44 Rosemary Street, Belfast, Northern Ireland, BT1 1QE
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

TAG FINANCIAL PLANNING LIMITED (10846528)

• Company status: Active
• Correspondence address: Stonyroyd House, 8 Cumberland Road, Leeds, England, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

WATSON LAIRD LIMITED (NI611950)

• Company status: Active
• Correspondence address: 1st Floor, Avenue House, 42-44 Rosemary Street, Belfast, Northern Ireland, BT1 1QE
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

CUTTER & CO FINANCIAL PLANNING LIMITED (11281160)

• Company status: Active
• Correspondence address: Stonyroyd House, 8 Cumberland Road, Leeds, United Kingdom, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

TRUE WEALTH PLANNING SOLUTIONS LIMITED (10012883)

• Company status: Active
• Correspondence address: Stonyroyd House, 8 Cumberland Road, Leeds, England, LS6 2EF
• Role (Active): Director
• Appointed on: 30 October 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

DFP HEALTH & WEALTH MANAGEMENT LIMITED (05355454)

• Company status: Active
• Correspondence address: The Apex, Derriford Business Park, Derriford, Plymouth, England, PL6 5FL
• Role (Active): Director
• Appointed on: 1 February 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

DFP WEALTH MANAGEMENT LTD (06098373)

• Company status: Active
• Correspondence address: The Apex, Derriford Business Park, Derriford, Plymouth, England, PL6 5FL
• Role (Active): Director
• Appointed on: 1 February 2024
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

KF CONSULTING UK LTD (04636722)

• Company status: Liquidation
• Correspondence address: 2nd Floor, Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS
• Role (Active): Director
• Appointed on: 12 December 2023
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SPENCE AND SPENCE (SCOTLAND) LIMITED (SC419317)

• Company status: Active
• Correspondence address: 1st Floor, Finlay House, 10-14 West Nile Street, Glasgow, Scotland, G1 2PP
• Role (Active): Director
• Appointed on: 21 July 2023
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

JCF FINANCIAL SERVICES LIMITED (05489003)

• Company status: Liquidation
• Correspondence address: The Apex, Brest Road Derriford Business Park, Derriford, Plymouth, PL6 5FL
• Role (Active): Director
• Appointed on: 1 November 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

G & E WEALTH MANAGEMENT LIMITED (05139850)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 28 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

A P ASSOCIATES FINANCIAL SERVICES LIMITED (07245258)

• Company status: Liquidation
• Correspondence address: 2nd Floor Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS
• Role (Active): Director
• Appointed on: 28 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

G & E PRIVATE WEALTH LIMITED (12009548)

• Company status: Liquidation
• Correspondence address: 2nd Floor Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS
• Role (Active): Director
• Appointed on: 28 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

OAKLEA WEALTH MANAGEMENT LTD (08762468)

• Company status: Liquidation
• Correspondence address: 2nd Floor Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS
• Role (Active): Director
• Appointed on: 28 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

HKA (F S) LIMITED (04640938)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 28 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

G&E WEALTH MANAGEMENT (HOLDINGS) LTD (13225869)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 28 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

HKA HOLDINGS LIMITED (05783468)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 28 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

PANNELLS FINANCIAL PLANNING LTD (02158849)

• Company status: Liquidation
• Correspondence address: 2nd Floor Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS
• Role (Active): Director
• Appointed on: 26 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

BANKHOUSE FINANCIAL MANAGEMENT LIMITED (04930940)

• Company status: Dissolved
• Correspondence address: 2nd Floor Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS
• Role: Director
• Appointed on: 25 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

THE OXFORD ADVISORY PARTNERSHIP LIMITED (06705714)

• Company status: Liquidation
• Correspondence address: 2nd Floor Stratus House, Emperor Way, Exeter Business Park, Exeter, EX1 3QS
• Role (Active): Director
• Appointed on: 25 October 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SUCCESSION WEALTH MANAGEMENT LIMITED (07882611)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 27 September 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SUCCESSION FINANCIAL MANAGEMENT LIMITED (04454027)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 27 September 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SUCCESSION EMPLOYEE BENEFIT SOLUTIONS LIMITED (08146349)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 27 September 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

PANNELLS HOLDINGS LIMITED (04612310)

• Company status: Dissolved
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role: Director
• Appointed on: 1 June 2022
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SUCCESSION GROUP LTD (07882873)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 17 May 2021
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SUCCESSION NEWCO2 JERSEY LIMITED (FC035292)

• Company status: Converted / Closed
• Correspondence address: The Apex Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL
• Role: Director
• Appointed on: 15 April 2021
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SUCCESSION HOLDINGS LTD (08148663)

• Company status: Active
• Correspondence address: The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
• Role (Active): Director
• Appointed on: 15 April 2021
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant

SUCCESSION FINANCE JERSEY LIMITED (FC035293)

• Company status: Converted / Closed
• Correspondence address: The Apex Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL
• Role: Director
• Appointed on: 15 April 2021
• Nationality: British
• Country of residence: England
• Occupation: Chartered Accountant