CompanyCore
UK company intelligence
Company profile report
Prepared 05 June 2026
BREAKS WEALTH MANAGEMENT LIMITED
09170812 · ltd · incorporated 2014-08-11
1. Company facts
- Status
- active
- Lifecycle
- 🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.
- Jurisdiction
- england-wales
- Registered office
- 42 High Street, Walshaw, Bury, BL8 3AN, England
- SIC codes
- 66190 — Other activities auxiliary to financial services, except insurance and pension funding
- Accounts next due
- 2027-05-31
- Confirmation statement next due
- 2026-08-25
2. Directors (4 active)
- BREAKS, Paul Lindsay
- director · appointed 2014-08-11 · born 9/1958 (age 68)
- LLOYD, Sarah
- director · appointed 2014-08-11 · born 2/1977 (age 49)
- PEPPER, Christian John
- director · appointed 2014-08-11 · born 1/1973 (age 53)
- FINANCIAL OPTIONS WEALTH MANAGEMENT LTD
- corporate-director · appointed 2014-08-11
3. Shareholders (2 active)
- Mr Paul Lindsay Breaks
- 50-75% shares · 50-75% voting
- Financial Options Wealth Management Limited
- 25-50% shares · 25-50% voting
4. Group structure
Financial Options Wealth Management Limited holds 25-50% — a significant corporate investor but not a controlling parent.
- Financial Options Wealth Management Limited
- Corporate parent · 25-50%
Headline verdict
- Opportunity score
- 79/100 (Strong)
- Owner dependency
- high — 70/100
- Red flags
- 0 high · 0 medium · 0 low