Ludlow Wealth Management Group Ltd
Ludlow Wealth Management Group Ltd
Trading as: Ludlow Wealth Management Group
#03193392 • Active • Acquired by Mattioli Woods in 26/05/2021
B2cServices
Ludlow Wealth Management Group Limited is a leading financial planning firm based in the UK, dedicated to helping clients achieve financial peace of mind through bespoke advice and wealth management solutions. With a team of experienced professionals, they focus on understanding individual goals and providing tailored financial strategies.
Founded: 01/05/1996
Industries: Financial intermediation not elsewhere classified
Website: https://ludco.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: Liverpool
Products
- Bespoke Financial Plans
- Investment Portfolios
- Retirement Planning Solutions
Services
- Financial Planning
- Investment Advice
- Wealth Management
Financial Snapshot
Last accounts made up to 31 May 2023
Next accounts due 31 May 2025 (0 months)
Cash in Bank £4.95m
↓ -14%
Turnover £11.4m
↑ 51%
EBITDA £4.46m
↑ 65%
Gross Profit £11.16m
↑ 50%
Total Liabilities £1.76m
↓ -13%
Employees 58
↓ -3%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Ian Thomas Mattioli | Director | 29/06/2022 | British | 62 years |
| Michael David Wright | Company Director | 21/06/2022 | British | 43 years |
| Ravi Singh Tara | Director | 17/06/2022 | British | 42 years |
| Robert Eric Brown | Chief Operating Officer | 18/03/2019 | British | 60 years |
| David James Hardman | Director | 01/10/2005 | British | 51 years |
| Richard Ian Hemingway | Financial Adviser | 08/03/2004 | British | 55 years |
Role:
Director
Appointed:
29/06/2022
Nationality:
British
Age:
62 years
Role:
Company Director
Appointed:
21/06/2022
Nationality:
British
Age:
43 years
Role:
Director
Appointed:
17/06/2022
Nationality:
British
Age:
42 years
Role:
Chief Operating Officer
Appointed:
18/03/2019
Nationality:
British
Age:
60 years
Role:
Director
Appointed:
01/10/2005
Nationality:
British
Age:
51 years
Role:
Financial Adviser
Appointed:
08/03/2004
Nationality:
British
Age:
55 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Lwmg Midco Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent | 27/06/2017 | United Kingdom |
Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
Notified On:
27/06/2017
Nationality:
United Kingdom
Financial Accounts
| May 2023 | May 2022 | Sep 2021 | |
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Charges
3 charges registered
Santander UK PLC Satisfied
Created 04/12/2018#031933920003 Negative Pledge
Mobeus Equity Partners LLP as Security Trustee Satisfied
Created 27/06/2017The following registered intellectual property is charged: (I) “ludco” word mark (ii) “ludlow” word ...
#031933920002 Negative Pledge
Properties
2 properties
Regions
1
Freehold
0
Leasehold
2
NORTH WEST
172 Lord Street, Southport (PR9 0QA)
Leasehold • PR9 0QA
Added 11/07/2017 • SEFTON
NORTH WEST
Ground Floor, Clare House, Lord Street, Southport (PR9 0QA)
Leasehold • PR9 0QA
Added 16/11/2015 • SEFTON
Grants
No grant information available
Group Structure
POLLEN STREET GROUP LIMITED
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 16/04/2025 | Officers | Second Filing Of Director Appointment With Name | View (3 pages) |
| 29/04/2024 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 12/03/2024 | Accounts | Accounts With Accounts Type Full | View (29 pages) |
| 03/07/2023 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 27/04/2023 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 21/02/2023 | Accounts | Accounts With Accounts Type Full | View (28 pages) |
| 05/08/2022 | Officers | Change Person Director Company With Change Date | View (2 pages) |