Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 21 June 2027
- Last conf. stmt
- 7 June 2026
Curzon Wealth Management Limited
- Incorporated
- 7 June 2013 (13 years)
- Industry
- Life insurance (65110)
- Owned by
- Samantha Jane CurzonMatthew John Curzon
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- 4 Commercial StreetOgmore ValeBridgendCF32 7BL
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 7 June 2013
Welsh
Born November 1979
British
Born October 1980 (46)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 8 June 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born October 1980 (46)
Individual · Notified 8 June 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
Welsh
Born November 1979
Holdings 1
Companies where Curzon Wealth Management Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £2,411,518
- Cash
- £310,338
- Employees
- 12
- Debt Ratio
- 62%
- Current Ratio
- 2.6x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £4,570,890 | £4,562,452 | £3,522,081 | £4,001,042 | £4,450,118 | £225,533 |
| Current Assets | £1,808,543 | £1,583,488 | £1,481,176 | £1,025,601 | £441,391 | £266,426 |
| Debtors | £1,498,205 | £1,278,794 | £981,422 | £509,361 | £303,470 | £181,093 |
| Cash | £310,338 | £304,694 | £499,754 | £516,240 | £137,921 | £85,333 |
| Creditors (< 1 year) | £690,270 | £1,353,198 | £828,862 | £584,250 | £354,618 | £140,858 |
| Creditors (> 1 year) | £3,277,645 | £2,830,627 | £3,467,532 | £3,888,431 | £4,243,102 | £185,262 |
| Net Current Assets | £1,118,273 | £230,290 | £652,314 | £441,351 | £86,773 | £125,568 |
| Net Assets | £2,411,518 | £1,962,115 | £706,863 | £553,962 | £293,789 | £165,839 |
| Shareholder Funds | £2,411,518 | £1,962,115 | £706,863 | £553,962 | £293,789 | £165,839 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 September 2026 | Total exemption full accounts | 31 December 2025 | ||
| 29 June 2026 | Confirmation statement with no updates | 7 June 2026 | ||
| 29 September 2025 | Total exemption full accounts | 31 December 2024 | ||
| 25 June 2025 | Confirmation statement with no updates | 7 June 2025 | ||
| 10 June 2025 | Change of details for a person with significant control |
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