Filing status
- Accounts due
- 30 November 2027
- Last accounts
- 28 February 2026
- Conf. stmt due
- 27 April 2027
- Last conf. stmt
- 13 April 2026
Wingate Wealth Management Limited
- Incorporated
- 10 January 2008 (18 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Paul Robert WeeksBenjamin David Clarke
- Accounts type
- Small
- Address
- Quadrant House North61-65 Croydon RoadCaterhamCR3 6PB
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 10 January 2008
British
Born December 1969 (56)
Director · Appointed 10 January 2008
British
Born June 1979 (47)
Director · Appointed 10 January 2008
British
Born October 1971 (55)
Officer history (4 former)
30 June 2018
Resigned Trinder, Stephen James as Director
7 April 2017
Resigned Martin, Kim Ian as Secretary
10 January 2008
10 January 2008
10 January 2008
10 January 2008
10 January 2008
10 January 2008
10 January 2008
10 January 2008
Appointed Martin, Kim Ian as Secretary
10 January 2008
Appointed Trinder, Stephen James as Director
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Private Limited Company
Reg. no. 04608845
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born October 1971 (55)
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born December 1969 (56)
Group structure 5 companies
Ownership group derived from the Companies House PSC register
WFS Consulting Limited Owns 75–100% of shares
Wingate Benefit Solutions Limited Owns 75–100% of shares
Wingate Financial Planning Limited Owns 75–100% of shares
Wingate Wealth Management Limited This company Owns 50–75% of shares
Financials
Balance sheet as at 28 February 2026 · small accounts
- Net Assets
- £1,149,846
- Cash
- £1,605,081
- Current Ratio
- 3.8x
Balance sheet detail
| 2026 | |
|---|---|
| Fixed Assets | £0 |
| Current Assets | £1,961,198 |
| Debtors | £356,117 |
| Cash | £1,605,081 |
| Creditors (< 1 year) | £511,352 |
| Creditors (> 1 year) | £300,000 |
| Net Current Assets | £1,449,846 |
| Net Assets | £1,149,846 |
| Shareholder Funds | £1,149,846 |
Filings
Filing history not loaded yet. See it on Companies House
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