Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 10 September 2027
- Last conf. stmt
- 27 August 2026
Grosvenor Wealth Management Limited
- Incorporated
- 21 September 1999 (27 years)
- Industry
- Life insurance (65110) Non-life insurance (65120)Pension funding (65300)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 14 August 2026
British
Born May 1986 (40)
Officer history (9 former)
14 August 2026
14 August 2026
14 August 2026
Resigned Wilkinson, Ian Mitcheal as Director
30 June 2026
20 March 2026
20 March 2026
Appointed Wilkinson, Ian Mitcheal as Director
20 March 2026
Resigned Anderton, Karen Jane as Secretary
1 December 2013
Appointed Anderton, Karen Jane as Secretary
1 April 2010
28 February 2002
28 February 2002
Resigned Kirby, Martin Paul as Director
28 February 2002
21 September 1999
21 September 1999
21 September 1999
21 September 1999
21 September 1999
21 September 1999
Appointed Kirby, Martin Paul as Director
21 September 1999
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 20 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Company Limited By Shares
Reg. no. 05091707
Former controllers (1)
20 March 2026
Group structure 22 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
Grosvenor Wealth Management Limited This company Owns 75–100% of shares
HB Wealth Management LLP Holds 25–50% of voting rights
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £240,625
- Cash
- £215,743
- Employees
- 19
- Debt Ratio
- 31%
- Current Ratio
- 3.2x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2021 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £9,102 | £13,176 | £37,749 | £45,131 |
| Current Assets | £340,108 | £294,530 | £362,510 | £324,906 |
| Debtors | £124,365 | £54,496 | £136,584 | £67,365 |
| Cash | £215,743 | £240,034 | £225,926 | £257,541 |
| Creditors (< 1 year) | £107,176 | £115,290 | £131,739 | £87,476 |
| Creditors (> 1 year) | £0 | £65,000 | £117,000 | £130,000 |
| Net Current Assets | £232,932 | £179,240 | £230,771 | £237,430 |
| Net Assets | £240,625 | £124,184 | £142,175 | £144,071 |
| Shareholder Funds | £240,625 | £124,184 | £142,175 | £144,071 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 September 2026 | Total exemption full accounts | 31 December 2025 | ||
| 1 September 2026 | Confirmation statement with updates | 27 August 2026 | ||
| 17 August 2026 | Appointment of a director | |||
| 17 August 2026 | Termination of appointment of a director | |||
| 17 August 2026 | Termination of appointment of a director |
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