Filing status
- Accounts due
- 30 November 2026
- Last accounts
- 28 February 2025
- Conf. stmt due
- 17 March 2027
- Last conf. stmt
- 3 March 2026
Cheltenham Wealth and Management Ltd
- Incorporated
- 3 March 2011 (15 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Owned by
- Marylin Brien
- Accounts type
- Micro entity
- Region
- South West
- Address
- 12-14 Rodney RoadCheltenhamGL50 1JJ
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 3 March 2011
British
Born January 1951 (75)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Marylin Brien
Individual · Notified 6 April 2016
Owns 75–100% of shares
British
Born January 1951 (75)
Financials
Balance sheet as at 28 February 2025 · micro entity accounts
- Net Assets
- £4,012
- Employees
- 1
- Debt Ratio
- 30%
- Current Ratio
- 14.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £50 | £50 | £50 | £50 | £50 | £50 |
| Current Assets | £5,642 | £7,463 | £18,750 | £40,268 | £10,114 | £42,175 |
| Creditors (< 1 year) | £400 | £400 | £10,401 | £30,400 | £400 | £30,400 |
| Net Current Assets | £5,242 | £7,063 | £8,349 | £9,868 | £9,714 | £11,775 |
| Net Assets | £4,012 | £5,833 | £7,119 | £8,638 | £8,484 | £10,545 |
| Shareholder Funds | £4,012 | £5,833 | £7,119 | £8,638 | £8,484 | £10,545 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 5 March 2026 | Confirmation statement with no updates | 3 March 2026 | ||
| 29 October 2025 | Micro company accounts | 28 February 2025 | ||
| 14 April 2025 | Confirmation statement with no updates | 3 March 2025 | ||
| 8 April 2024 | Confirmation statement with no updates | 3 March 2024 | ||
| 14 March 2024 | Micro company accounts | 29 February 2024 |
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