Filing status
- Accounts due
- 29 January 2027
- Last accounts
- 29 October 2024
- Conf. stmt due
- 30 May 2027
- Last conf. stmt
- 16 May 2026
True Wealth Management Limited
- Incorporated
- 12 July 2011 (15 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Micro entity
- Region
- South West
- Address
- The Apex Brest Road Derriford Business ParkDerrifordPlymouthPL6 5FL
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 31 March 2026
British
Born June 1969 (57)
Director · Appointed 30 October 2024
British
Born February 1980 (46)
Corporate Secretary · Appointed 30 September 2024
Officer history (4 former)
31 March 2026
31 March 2026
30 October 2024
30 October 2024
30 October 2024
30 October 2024
30 September 2024
8 February 2012
8 February 2012
12 July 2011
12 July 2011
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 September 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited By Shares
Reg. no. 07882873
Former controllers (4)
9 September 2026
Ceased True Financial Partnerships Limited — Owns 75–100% of shares
9 April 2024
Ceased True Wealth Planning Solutions Limited — Owns 75–100% of shares
28 July 2017
28 July 2017
Group structure 17 shown
Ownership group derived from the Companies House PSC register
Cutter & Co Financial Planning Limited Owns 75–100% of shares
Destination Financial Planning Limited Owns 75–100% of shares
Flowers McEwan Limited Owns 75–100% of shares
Law Society (NI) Financial Advice Limited Owns 75–100% of shares
Lee Strathy Limited Owns 75–100% of shares
London Wall Partners LLP Holds 75–100% of voting rights
Navigator Financial Planning Limited Owns 75–100% of shares
Succession Employee Benefit Solutions Limited Owns 75–100% of shares
Tag Financial Planning Limited Owns 75–100% of shares
True Wealth Management Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 29 October 2024 · micro entity accounts
- Net Assets
- £31,403
- Employees
- 2
- Current Ratio
- 1.8x
Trend
Net Assets
Balance sheet detail
| 2024 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Current Assets | £98,493 | £59,685 | £59,824 | £132,293 | £120,178 |
| Creditors (< 1 year) | £56,048 | £25,535 | £22,549 | £93,785 | £76,595 |
| Creditors (> 1 year) | £11,042 | £11,483 | £16,342 | £19,875 | £25,175 |
| Net Current Assets | £42,445 | £34,150 | £37,275 | £38,508 | £43,583 |
| Net Assets | £31,403 | £22,667 | £20,933 | £18,633 | £18,408 |
| Shareholder Funds | £31,403 | £22,667 | £20,933 | £18,633 | £18,408 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 September 2026 | Cessation of a person with significant control | |||
| 9 September 2026 | Notification of a person with significant control | |||
| 16 August 2026 | Other filing | |||
| 16 August 2026 | Other filing | |||
| 16 August 2026 | Accounts filing |
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