Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 12 September 2027
- Last conf. stmt
- 29 August 2026
Astute Wealth Management Ltd
- Incorporated
- 12 November 2008 (17 years)
- Previously known as
- Malvern Independent Financial Advisers Limited (until 3 June 2020)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Gary James Morris
- Accounts type
- Micro entity
- Region
- West Midlands
- Address
- Clifton HouseClifton CentreSpring Lane SouthMalvernWR14 1BJ
Officers 2 active
Officer details are public data from the Companies House register.
Morris, Alexandra Maria
Secretary · Appointed 24 May 2016
British
Born May 1972 (54)
Officer history (1 former)
14 September 2026
Resigned Morris, Alexandra Maris as Secretary
24 May 2016
Appointed Morris, Alexandra Maria as Secretary
24 May 2016
Appointed Morris, Alexandra Maris as Secretary
12 November 2008
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 12 November 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born May 1972 (54)
Former controllers (1)
4 August 2026
Ceased Alexandra Morris — Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2025 · micro entity accounts
- Net Assets
- £31,035
- Employees
- 4
- Debt Ratio
- 31%
- Current Ratio
- 2.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £12,046 | £13,118 | £15,700 | £17,552 | £17,741 | £653 |
| Current Assets | £33,213 | £36,341 | £25,230 | £66,554 | £86,666 | £26,423 |
| Creditors (< 1 year) | £13,854 | £16,566 | £7,958 | £20,279 | £26,748 | £8,584 |
| Creditors (> 1 year) | £36,667 | |||||
| Net Current Assets | £19,884 | £19,958 | £17,758 | £46,837 | £60,752 | £18,257 |
| Net Assets | £31,035 | £32,181 | £32,563 | £63,494 | £40,931 | £18,015 |
| Shareholder Funds | £31,035 | £32,181 | £32,563 | £63,494 | £40,931 | £18,015 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 September 2026 | Appointment of a secretary | |||
| 29 August 2026 | Confirmation statement with updates | 29 August 2026 | ||
| 29 August 2026 | Change of details for a person with significant control | |||
| 29 August 2026 | Cessation of a person with significant control | |||
| 21 August 2026 | Resolutions |
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