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