Professional Wealth Management (Yorkshire) Limited

In liquidation07568390 Private limited company
Incorporated
17 March 2011 (15 years)
Industry
Financial intermediation not elsewhere classified (64999)
Accounts type
Audit exemption subsidiary
Region
North East
Address
1 Lambton Road
Jesmond
Newcastle Upon Tyne
NE2 4RX

Filing status

Accounts due
31 December 2025
Last accounts
31 March 2024
Conf. stmt due
31 March 2026
Last conf. stmt
17 March 2025

Officers

This list may be incomplete. See all officers on Companies House

Officer details are public data from the Companies House register.

Director · Appointed 28 February 2023
British
Born January 1976 (50)

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 1 July 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 12491490
Former controllers (3)
1 July 2024
Ceased Iwp Newcastle Limited — Owns 75–100% of shares
1 March 2021
Ceased Andrew Thomas Mcardle — Owns 25–50% of shares
1 March 2021
Ceased Karen Victoria Mcardle — Owns 25–50% of shares

Group structure 17 shown

Ownership group derived from the Companies House PSC register

Agl Wealth Management Limited In liquidationOwns 75–100% of shares
Alex M Grant & Company Limited In liquidationOwns 75–100% of shares
Awm-Ifa Ltd In liquidationOwns 75–100% of shares
Bishop Armstrong Financial Planning Ltd DissolvedOwns 75–100% of shares
Bowbrook Investments Limited In liquidationOwns 75–100% of shares
Buchanan & Associates Financial Planning Limited In liquidationOwns 75–100% of shares
Distinct Financial Planning Ltd In liquidationOwns 75–100% of shares
Donald Asset Management Limited DissolvedOwns 75–100% of shares
Donald Assets UK Limited DissolvedOwns 75–100% of shares
Edinburgh Wealth Management Limited In liquidationOwns 75–100% of shares
Encompass Financial Management Ltd In liquidationOwns 75–100% of shares (as a firm)
HFL Advisory Services Ltd In liquidationOwns 75–100% of shares
Holmes Investments Limited In liquidationOwns 75–100% of shares
Iwp Advisory Services Limited In liquidationHas significant influence or control (as a firm)
Moss and Roberts (Wealth Management) Ltd In liquidationOwns 75–100% of shares
Professional Wealth Management (Yorkshire) Limited This company In liquidationOwns 75–100% of shares

Financials

Net Assets
£78,373
up £5,713 (8%)
Cash
£95,503
up £12,913 (16%)
Employees
2
no change
Debt Ratio
19%
Current Ratio
5.3x
Balance sheet detail
2020
Fixed Assets£935
Current Assets£95,820
Debtors£317
Cash£95,503
Creditors (< 1 year)£18,204
Net Current Assets£77,616
Net Assets£78,373
Shareholder Funds£78,373

Filings

Filing history not loaded yet. See it on Companies House

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