Filing status
- Accounts due
- 31 December 2025
- Last accounts
- 31 March 2024
- Conf. stmt due
- 13 March 2026
- Last conf. stmt
- 27 February 2025
Professional Wealth Management Investment Services Limited
- Incorporated
- 27 February 2012 (14 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- North East
- Address
- 1 Lambton RoadJesmondNewcastle Upon TyneNE2 4RX
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 Philip Cameron Davey — Owns 25–50% of shares
1 March 2021
Ceased Margaret Isabel Davey — Owns 25–50% of shares
Group structure 17 shown
Ownership group derived from the Companies House PSC register
Iwp Advisory Group Limited In liquidation
Professional Wealth Management Investment Services Limited This company In liquidationOwns 75–100% of shares
Financials
Figures from 2020 accounts. Newer accounts, made up to 31 March 2024, are filed but not read yet. See them on Companies House
- Net Assets
- £178,841
- up £24,450 (16%)
- Cash
- £198,970
- up £17,926 (10%)
- Employees
- 3
- no change
- Debt Ratio
- 16%
- Current Ratio
- 6.4x
Balance sheet detail
| 2020 | |
|---|---|
| Fixed Assets | £2,582 |
| Current Assets | £209,225 |
| Debtors | £10,255 |
| Cash | £198,970 |
| Creditors (< 1 year) | £32,475 |
| Net Current Assets | £176,750 |
| Net Assets | £178,841 |
| Shareholder Funds | £178,841 |
Filings
Filing history not loaded yet. See it on Companies House
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