Website & contact details
- Website
Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Ownership group derived from the Companies House PSC register
Figures from 2023 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
| 2023 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
| Fixed Assets | £74,057 | £195,112 | £292,169 | £228,496 |
| Current Assets | £1,010,665 | £672,897 | £865,130 | £842,405 |
| Debtors | £834,150 | £561,222 | £452,080 | £457,040 |
| Cash | £176,515 | £111,675 | £413,050 | £385,365 |
| Creditors (< 1 year) | £566,189 | £398,284 | £500,653 | |
| Creditors (> 1 year) | £25,860 | £218,167 | £239,886 | |
| Net Current Assets | £444,476 | £325,578 | £466,846 | £341,752 |
| Net Assets | £479,685 | £347,309 | £496,598 | £303,703 |
| Shareholder Funds | £479,685 | £347,309 | £496,598 | £303,703 |
“We provide a range of wealth management services, including financial planning and investment management for individuals and institutions.”
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 29 June 2026 | Confirmation statement with updates | 26 June 2026 | ||
| 17 December 2025 | Accounts for a small company | 31 March 2025 | ||
| 26 June 2025 | Confirmation statement with updates | 26 June 2025 | ||
| 15 March 2025 | Compulsory strike-off action has been discontinued | |||
| 13 March 2025 | Compulsory strike-off action has been suspended |
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