Filing status
- Last accounts
- 31 December 2024
- Last conf. stmt
- 3 February 2025
Mark Holt & Co Wealth Management Ltd
- Incorporated
- 24 January 2002
- Industry
- Other business support service activities n.e.c. (82990)
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 7 Sandy CourtAshleigh Way Langage Business ParkPlymouthPL7 5JX
Officers
Not loaded yet. See them on Companies House
Ownership 2 on record
People and entities with significant control, from the Companies House PSC register
Adam John Pollard
Individual · Notified 16 December 2024
Has significant influence or control
British
Born May 1967 (59)
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Holding Company
Reg. no. 03857961
Former controllers (2)
30 September 2024
Ceased Mark Holt & Co Holdings Limited — Owns 25–50% of shares
6 April 2018
Ceased Payteam Limited — Owns 25–50% of shares
Group structure 16 companies
Ownership group derived from the Companies House PSC register
FS 2020 Limited Owns 75–100% of shares
Finance Shop Limited Owns 75–100% of shares
Innes Reid Investments Limited Owns 75–100% of shares
Iwp Financial Planning Limited Owns 75–100% of shares (as a firm)
Iwp Newco 1 Limited Owns 75–100% of shares
Loveday & Partners Limited Owns 75–100% of shares
Prism Financial Advice Limited Owns 75–100% of shares
Sound Financial Management Limited Owns 75–100% of shares
Mark Holt & Co Wealth Management Ltd This company Status not confirmedOwns 75–100% of shares
Titan Financial Planning Limited Owns 75–100% of shares
Titan Wealth Caerphilly Limited Owns 75–100% of shares
Titan Wealth Planning Ltd Owns 75–100% of shares
Wigmore Associates Wealth Management Ltd Owns 75–100% of shares
Workplace Advice Group Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2024 · total exemption full accounts
- Cash
- £0
- Current Ratio
- 1.0x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Current Assets | £2,503 | £38,033 | £39,286 | £44,000 | £58,905 | |
| Debtors | £2,503 | £782 | £14,349 | £23,373 | £45,728 | |
| Cash | £0 | £37,251 | £24,937 | £20,627 | £13,177 | |
| Creditors (< 1 year) | £2,503 | £18,779 | £14,388 | £13,953 | £16,577 | £19,191 |
| Net Current Assets | £0 | £19,254 | £25,333 | £27,423 | £39,714 | |
| Shareholder Funds | £0 | £19,254 | £25,333 | £27,423 | £39,714 |
Filings
Filing history not loaded yet. See it on Companies House
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