JULIE BERYL WILSON - YORK - CHARTERED FINANCIAL PLANNER
JULIE BERYL WILSON - YORK - CHARTERED FINANCIAL PLANNER
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Overview
JULIE BERYL WILSON is a Chartered Financial Planner from York. This person was born in April 1959, which was over 65 years ago. JULIE BERYL WILSON is British and resident in United Kingdom. This company officer is, or was, associated with at least 1 company roles.
Companies associated with this officer had at least £3 shareholder value in recent accounts.
Their most recent appointment, in our records, was to PEN-LIFE EOT TRUSTEES LIMITED on 2021-03-01, from which they resigned on 2022-09-20.
Address
3, Tudor Court
Opus Avenue
York
YO26 6RS
United Kingdom
Map
Company Appointments - Current and Previous
| CompanyName | Company Status | Role | Appointed | Appointment Status | Assets |
|---|---|---|---|---|---|
| PEN-LIFE EOT TRUSTEES LIMITED | Active | Director | 2021-03-01 until 2022-09-20 | RESIGNED | £3 equity |
Companies Controlled
| Company | Active from | Level of control |
|---|---|---|
| ONE LIFE PLAN LTD | 2016-04-06 |
Ownership of shares 75 to 100 percent Voting rights 75 to 100 percent |
| EQUINOX FINANCIAL PLANNING LTD | 2016-11-01 | Ownership of shares 25 to 50 percent |
| PEN-LIFE EOT TRUSTEES LIMITED | 2021-03-01 - 2022-09-20 |
Ownership of shares 25 to 50 percent Voting rights 25 to 50 percent |
| PEN-LIFE GROUP LTD | 2021-02-27 - 2021-08-05 |
Ownership of shares 25 to 50 percent Voting rights 25 to 50 percent |
| YEP HOLDINGS LIMITED | 2021-02-27 - 2021-12-24 | Ownership of shares 25 to 50 percent |
| PEN-LIFE ASSOCIATES LIMITED | 2016-04-06 - 2021-07-27 | Ownership of shares 75 to 100 percent as firm |
| QOF PROPERTIES LLP | 2021-12-14 - 2021-12-24 |
Voting rights 25 to 50 percent limited liability partnership Right to share surplus assets 25 to 50 percent limited liability partnership |
| YOUR ESTATE PLANNERS LIMITED | 2016-04-06 - 2019-02-01 |
Ownership of shares 75 to 100 percent Voting rights 75 to 100 percent |
Related People
| Name | Occupation | Address | No of Appointments |
|---|---|---|---|
| ANDREW JAMES RICHARDSON | Director | York, United Kingdom | 9 |
| MRS SUSAN ELIZABETH LAWRENCE | Director | London, United Kingdom | 30 |
| DEBORAH LOUISE JACOBS | Chartered Financial Planner | York, United Kingdom | 1 |
| MISS DEBORAH LOUISE JACOBS | Financial Advisor | York, United Kingdom | 2 |
Nearby People
| Name | Occupation | Address | No of Appointments |
|---|---|---|---|
| MR ANTHONY JOHN CORPS | Director | York | 9 |
| PARK LEISURE 2000 LIMITED | York, England | 1 | |
| MR MILES DEWHURST | None | York, England | 5 |
| MR DAVID CHARLES HALLAM | Solicitor | York, United Kingdom | 2 |
| ANDREW JAMES RICHARDSON | Director | York, United Kingdom | 9 |
| STEVEN BRYON DAVIDSON | York, England | 9 | |
| PAUL LLOYD GREWER | York, United Kingdom | 1 | |
| MISS HOLLY RACHEL DAVIES | Marketing Development Director | York | 1 |
| MR PAUL LLOYD GREWER | Finance Director | York, United Kingdom | 1 |
| MR THOMAS ST.JOHN HENRY | Solicitor | York, United Kingdom | 2 |