Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 15 January 2027
- Last conf. stmt
- 1 January 2026
P W Associates Wealth Management Limited
- Incorporated
- 26 January 2007 (19 years)
- Previously known as
- PW Associates Ifa's Limited (until 25 April 2013)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Caroline Audrey WrightPaul Wright
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Tagus House9 Ocean WaySouthamptonSO14 3TJ
Charges
- Total
- 2
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 0
Officers 2 active
Officer details are public data from the Companies House register.
Wright, Caroline
Secretary · Appointed 26 January 2007
British
Director · Appointed 26 January 2007
British
Born December 1961 (64)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Caroline Audrey Wright
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born December 1963 (62)
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born December 1961 (64)
Holdings 2
Companies where P W Associates Wealth Management Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Owns 75–100% of shares
Active
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
- £894,363
- Cash
- £12,029
- Debt Ratio
- 69%
- Current Ratio
- 0.5x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|
| Fixed Assets | £2,266,600 | £2,285,539 | £1,763,968 | £1,786,348 | £1,532,353 |
| Current Assets | £599,775 | £730,489 | £564,388 | £526,443 | £549,892 |
| Debtors | £587,746 | £725,544 | £490,971 | £489,280 | £529,072 |
| Cash | £12,029 | £4,945 | £73,417 | £37,163 | £20,820 |
| Creditors (< 1 year) | £1,281,510 | £718,225 | £498,121 | £513,168 | £475,314 |
| Creditors (> 1 year) | £1,281,510 | £1,274,995 | £1,461,869 | £1,374,524 | £1,325,578 |
| Net Current Assets | £9,442 | £12,264 | £66,267 | £13,275 | £74,578 |
| Net Assets | £894,363 | £921,239 | £363,213 | £419,007 | £278,049 |
| Shareholder Funds | £894,363 | £921,239 | £363,213 | £419,007 | £278,049 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 June 2026 | Registration of a charge | |||
| 20 March 2026 | Total exemption full accounts | 31 December 2024 | ||
| 12 January 2026 | Confirmation statement with no updates | 1 January 2026 | ||
| 22 December 2025 | Previous accounting period shortened | |||
| 25 September 2025 | Registration of a charge |
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