Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 18 February 2027
- Last conf. stmt
- 4 February 2026
Vertis Private Wealth Management Limited
- Incorporated
- 3 February 2012 (14 years)
- Previously known as
- Mitchell Neale Investment Services Limited (until 28 November 2012)This list may be incomplete. See all names on Companies House
- Industry
- Fund management activities (66300)
- Directors
- Owned by
- Mitchell NealeKaren Jane Neale
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Campion HouseGreen StreetKidderminsterDY10 1JL
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 3 February 2012
British
Born June 1962 (64)
Officer history (3 former)
18 January 2013
Resigned Lloyd, Benjamin Matthew as Secretary
18 January 2013
Resigned Lloyd, Benjamin Matthew as Director
28 November 2012
Appointed Lloyd, Benjamin Matthew as Secretary
28 November 2012
Resigned Neale, Karen Jane as Secretary
1 November 2012
Appointed Lloyd, Benjamin Matthew as Director
3 February 2012
3 February 2012
Appointed Neale, Karen Jane as Secretary
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born June 1962 (64)
Karen Jane Neale
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born December 1962 (63)
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £133,295
- Cash
- £0
- Employees
- 6
- Debt Ratio
- 38%
- Current Ratio
- 2.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £2,279 | £190 | £635 | £3,513 | £55,238 | £129,832 |
| Current Assets | £213,020 | £195,475 | £182,377 | £174,599 | £219,442 | £115,545 |
| Debtors | £102,012 | £101,932 | £85,181 | £74,850 | £69,930 | £63,983 |
| Cash | £0 | £51 | £1 | £1,659 | £52,086 | £2,460 |
| Creditors (< 1 year) | £76,821 | £57,166 | £43,684 | £39,421 | £56,123 | £33,557 |
| Creditors (> 1 year) | £4,613 | £5,469 | £6,796 | £7,109 | £10,008 | £5,367 |
| Net Current Assets | £136,199 | £138,309 | £138,693 | £135,178 | £163,319 | £81,988 |
| Net Assets | £133,295 | £132,982 | £132,373 | £130,915 | £207,578 | £205,584 |
| Shareholder Funds | £133,295 | £132,982 | £132,373 | £130,915 | £207,578 | £205,584 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 February 2026 | Confirmation statement with no updates | 4 February 2026 | ||
| 2 May 2025 | Total exemption full accounts | 31 March 2025 | ||
| 20 February 2025 | Confirmation statement with updates | 4 February 2025 | ||
| 20 November 2024 | Memorandum and Articles of Association | |||
| 20 November 2024 | Resolutions |
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