Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 19 March 2027
- Last conf. stmt
- 5 March 2026
Gresham Wealth Management (FS) Limited
- Incorporated
- 5 March 2014 (12 years)
- Industry
- Financial management (70221)
- Accounts type
- Unaudited abridged
- Region
- North West
- Address
- Cecil Court 28-36 Cecil RoadHaleAltrinchamWA15 9PB
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 29 September 2026
British
Born February 1979 (47)
Director · Appointed 29 September 2026
British
Born June 1969 (57)
Officer history (4 former)
30 October 2026
29 September 2026
29 September 2026
31 July 2026
Resigned Millar, Elizabeth White as Secretary
31 July 2026
Resigned Young, Emma as Secretary
31 July 2026
1 May 2021
Appointed Millar, Elizabeth White as Secretary
1 April 2017
Appointed Young, Emma as Secretary
5 March 2014
5 March 2014
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 July 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 16444442
Former controllers (2)
31 July 2026
31 July 2026
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Equilibrium Financial Planning LLP Holds 75–100% of voting rights
Gresham Wealth Management (FS) Limited This company Owns 75–100% of shares
Gresham Wealth Management Holdings Limited Holds 75–100% of voting rights
Financials
Balance sheet as at 31 March 2026 · unaudited abridged accounts
- Net Assets
- £1,156,167
- Cash
- £336,980
- Employees
- 12
- Debt Ratio
- 19%
- Current Ratio
- 5.2x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| Fixed Assets | £7,118 | £7,475 | £8,563 | £11,038 | £12,999 |
| Current Assets | £1,422,135 | £1,091,053 | £908,171 | £803,158 | £691,402 |
| Debtors | £1,085,155 | £643,095 | £500,489 | £349,570 | £276,936 |
| Cash | £336,980 | £447,958 | £407,682 | £453,588 | £414,466 |
| Creditors (< 1 year) | £272,236 | £232,170 | £177,665 | £169,266 | £196,748 |
| Net Current Assets | £1,149,899 | £858,883 | £730,506 | £633,892 | £494,654 |
| Net Assets | £1,156,167 | £865,526 | £738,027 | £642,938 | £506,099 |
| Shareholder Funds | £1,156,167 | £865,526 | £738,027 | £642,938 | £506,099 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 30 October 2026 | Termination of appointment of a director | |||
| 17 August 2026 | Memorandum and Articles of Association | |||
| 17 August 2026 | Resolutions | |||
| 6 August 2026 | Termination of appointment of a director | |||
| 6 August 2026 | Termination of appointment of a secretary |
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