BROADGATE WEALTH CLIENT SERVICING - History of Changes


DateDescription
2025-04-14 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/04/25, NO UPDATES
2025-03-01 delete phone 01642 919050 / 07773373158
2025-03-01 insert email ch..@broadgatewealth.co.uk
2025-03-01 insert email ja..@broadgatewealth.co.uk
2025-03-01 insert email je..@broadgatewealth.co.uk
2025-03-01 insert person Charlie Mason-Hancock
2025-03-01 insert person Jack Coupland
2025-03-01 insert person Jenna Donaldson
2025-03-01 insert phone 01642 919050 / 07515 942886
2025-03-01 update person_title Joseph Hancock-Sheekey: Paraplanner => Trainee Financial Adviser
2025-03-01 update person_title Tom Pycroft: Pycroft - Senior Paraplanner; Senior Paraplanner => Independant Financial Adviser; Pycroft - Independant Financial Adviser
2024-12-23 update statutory_documents 30/03/24 TOTAL EXEMPTION FULL
2024-12-16 update statutory_documents CORPORATE LLP MEMBER'S CHANGE OF PARTICULARS / A & R SHEEKEY LIMITED / 16/12/2024
2024-10-17 update statutory_documents 30/03/23 TOTAL EXEMPTION FULL
2024-06-13 update statutory_documents REGISTERED OFFICE CHANGED ON 13/06/2024 FROM ESHTON SUITE 2 WYNYARD BUSINESS PARK WYNYARD AVENUE BILLINGHAM CLEVELAND TS22 5TB UNITED KINGDOM
2024-06-13 update statutory_documents CORPORATE LLP MEMBER'S CHANGE OF PARTICULARS / N SHEEKEY LIMITED / 13/06/2024
2024-04-17 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/04/24, NO UPDATES
2024-04-10 delete email sh..@broadgatewealth.co.uk
2024-04-10 delete person Sharon Wharton
2024-04-10 update person_description Joseph Hancock-Sheekey => Joseph Hancock-Sheekey
2024-04-07 update account_ref_day 30 => 29
2024-04-07 update accounts_next_due_date 2023-12-30 => 2024-06-26
2024-03-26 update statutory_documents PREVSHO FROM 30/03/2023 TO 29/03/2023
2023-08-22 update statutory_documents APPOINTMENT TERMINATED, LLP MEMBER MCCALLAN LTD
2023-08-16 delete email ia..@broadgatewealth.co.uk
2023-08-16 delete person Ian McCallan
2023-08-07 delete address YODEN HOUSE 30 YODEN WAY PETERLEE COUNTY DURHAM SR8 1AL
2023-08-07 insert address ESHTON SUITE 2 WYNYARD BUSINESS PARK WYNYARD AVENUE BILLINGHAM CLEVELAND UNITED KINGDOM TS22 5TB
2023-08-07 update registered_address
2023-07-17 update statutory_documents REGISTERED OFFICE CHANGED ON 17/07/2023 FROM YODEN HOUSE 30 YODEN WAY PETERLEE COUNTY DURHAM SR8 1AL
2023-06-07 update accounts_last_madeup_date 2021-03-31 => 2022-03-30
2023-06-07 update accounts_next_due_date 2023-06-30 => 2023-12-30
2023-04-14 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/04/23, NO UPDATES
2023-04-11 update statutory_documents 30/03/22 TOTAL EXEMPTION FULL
2023-04-07 update account_ref_day 31 => 30
2023-04-07 update accounts_next_due_date 2022-12-31 => 2023-06-30
2023-03-31 update statutory_documents CURRSHO FROM 31/03/2022 TO 30/03/2022
2023-02-22 update person_description Andrea Hughf => Andrea Hughf
2023-02-22 update person_description David Hudson => David Hudson
2023-02-22 update person_description Ian McCallan => Ian McCallan
2023-02-22 update person_description Joseph Hancock-Sheekey => Joseph Hancock-Sheekey
2023-02-22 update person_description Katie Hudson => Katie Hudson
2023-02-22 update person_title Jack Smith: Trainee Paraplanner; Smith - Trainee Paraplanner => Paraplanner; Smith - Paraplanner
2023-02-22 update person_title Joseph Hancock-Sheekey: Paraplanning Administrator => Paraplanner
2023-02-22 update person_title Lucy Thompson: Thompson - Trainee Paraplanner; Trainee Paraplanner => Paraplanner; Thompson - Paraplanner
2023-02-22 update person_title Sheila Bedford: Member of the Broadgate; Administrator; Bedford - Administrator => Member of the Broadgate; Bedford - Pension & Investment Administrator; Pension & Investment Administrator
2023-02-22 update person_title Tom Pycroft: Paraplanner; Pycroft - Paraplanner => Pycroft - Senior Paraplanner; Senior Paraplanner
2023-01-21 delete email ch..@broadgatewealth.co.uk
2023-01-21 delete person Christopher Jones
2022-12-20 delete email gr..@broadgatewealth.co.uk
2022-12-20 delete email se..@broadgatewealth.co.uk
2022-12-20 delete person Grant Dickinson
2022-12-20 delete person Sebastian Davage
2022-12-20 update founded_year 2020 => null
2022-11-18 insert email lu..@broadgatewealth.co.uk
2022-11-18 insert person Lucy Thompson
2022-11-18 update person_description Katie Hudson => Katie Hudson
2022-11-18 update person_description Tom Pycroft => Tom Pycroft
2022-11-18 update person_title Jack Smith: Smith - Apprentice Paraplanner; Apprentice Paraplanner => Trainee Paraplanner; Smith - Trainee Paraplanner
2022-11-18 update person_title Katie Hudson: Administrator; Hudson - Administrator => Mortgage & Protection Specialist
2022-10-18 insert about_pages_linkeddomain pfp.net
2022-10-18 insert contact_pages_linkeddomain pfp.net
2022-10-18 insert index_pages_linkeddomain pfp.net
2022-10-18 insert service_pages_linkeddomain pfp.net
2022-10-18 insert terms_pages_linkeddomain pfp.net
2022-04-12 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/04/22, NO UPDATES
2022-04-07 update accounts_last_madeup_date 2020-03-31 => 2021-03-31
2022-04-07 update accounts_next_due_date 2022-03-31 => 2022-12-31
2022-03-30 update statutory_documents 31/03/21 TOTAL EXEMPTION FULL
2022-03-14 delete email de..@broadgatewealth.co.uk
2022-03-14 delete person Debra Dodds
2022-03-14 insert email jo..@broadgatewealth.co.uk
2022-03-14 insert person Joseph Hancock-Sheekey
2022-01-07 update accounts_next_due_date 2021-12-31 => 2022-03-31
2021-12-12 delete email sa..@broadgatewealth.co.uk
2021-12-12 delete person Samantha Grant
2021-12-12 insert address Yoden House, 30 Yoden Way, Peterlee, County Durham, SR8 1AL
2021-12-12 insert email da..@broadgatewealth.co.uk
2021-12-12 insert email de..@broadgatewealth.co.uk
2021-12-12 insert email ka..@broadgatewealth.co.uk
2021-12-12 insert email mi..@broadgatewealth.co.uk
2021-12-12 insert person Danniel Spooner
2021-12-12 insert person Debra Dodds
2021-12-12 insert person Katie Hudson
2021-12-12 insert person Michael Hudson
2021-04-21 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/04/21, NO UPDATES
2021-04-07 update accounts_last_madeup_date 2019-04-30 => 2020-03-31
2021-04-07 update accounts_next_due_date 2021-04-30 => 2021-12-31
2021-03-03 update statutory_documents 31/03/20 TOTAL EXEMPTION FULL
2021-02-07 update account_ref_day 30 => 31
2021-02-07 update account_ref_month 4 => 3
2021-01-26 update statutory_documents PREVSHO FROM 30/04/2020 TO 31/03/2020
2021-01-21 delete email ja..@broadgatewealth.co.uk
2021-01-21 delete email jo..@broadgatewealth.co.uk
2021-01-21 delete email ke..@broadgatewealth.co.uk
2021-01-21 delete email st..@broadgatewealth.co.uk
2021-01-21 delete person James Downing
2021-01-21 delete person Joe Sheekey
2021-01-21 delete person Keinan Pilcher
2021-01-21 delete person Steven Roberts
2021-01-21 update person_title Christopher Jones: Independent Financial Adviser => Jones - Mortgage & Protection Specialist
2021-01-21 update person_title Tom Pycroft: Pycroft - Paraplanner / Associate Financial Adviser; Paraplanner / Associate Financial Adviser => Paraplanner; Pycroft - Paraplanner
2020-10-03 delete person Samantha Eccles
2020-10-03 insert about_pages_linkeddomain e-simplybizgroup.com
2020-10-03 insert about_pages_linkeddomain fca.org.uk
2020-10-03 insert contact_pages_linkeddomain e-simplybizgroup.com
2020-10-03 insert contact_pages_linkeddomain fca.org.uk
2020-10-03 insert index_pages_linkeddomain e-simplybizgroup.com
2020-10-03 insert index_pages_linkeddomain fca.org.uk
2020-10-03 insert person Samantha Grant
2020-10-03 insert phone 0800 0234 567
2020-10-03 insert registration_number OC421982
2020-10-03 insert service_pages_linkeddomain e-simplybizgroup.com
2020-10-03 insert service_pages_linkeddomain fca.org.uk
2020-10-03 insert terms_pages_linkeddomain e-simplybizgroup.com
2020-10-03 insert terms_pages_linkeddomain fca.org.uk
2020-10-03 update person_title Phil Salmon: Mortgage Adviser; Salmon - Mortgage Adviser => Salmon - Independent Financial Adviser; Independent Financial Adviser
2020-07-26 delete source_ip 77.104.181.64
2020-07-26 insert source_ip 3.8.50.249
2020-07-07 update accounts_next_due_date 2021-01-31 => 2021-04-30
2020-04-27 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/04/20, NO UPDATES
2020-03-26 delete email er..@broadgatewealth.co.uk
2020-03-26 delete person Erin Hooker
2020-01-07 update account_category NO ACCOUNTS FILED => TOTAL EXEMPTION FULL
2020-01-07 update accounts_last_madeup_date null => 2019-04-30
2020-01-07 update accounts_next_due_date 2020-01-12 => 2021-01-31
2019-12-19 update statutory_documents 30/04/19 TOTAL EXEMPTION FULL
2019-04-25 update statutory_documents CONFIRMATION STATEMENT MADE ON 11/04/19, NO UPDATES
2018-04-12 update statutory_documents INCORPORATION DOCUMENT CERTIFICATE OF INCORPORATION