Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 30 June 2026
- Conf. stmt due
- 27 March 2027
- Last conf. stmt
- 13 March 2026
Keswick Wealth Management Limited
- Incorporated
- 13 March 2015 (11 years)
- Previously known as
- Professional Wealth Management (Cumbria) Limited (until 30 June 2020)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Ian Plant
- Accounts type
- Micro entity
- Region
- North West
- Address
- Council Offices50 Main StreetKeswickCA12 5JS
Officers 2 active
Officer details are public data from the Companies House register.
Plant, Susan
Secretary · Appointed 13 March 2015
Director · Appointed 13 March 2015
British
Born July 1961 (65)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born July 1961 (65)
Financials
Figures from 2025 accounts. Newer accounts, made up to 30 June 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £5,494
- Employees
- 2
- Debt Ratio
- 56%
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £275 | £393 | £564 | £806 | £1,411 | £2,018 |
| Current Assets | £12,185 | £15,810 | £16,357 | £21,968 | £29,432 | £24,271 |
| Creditors (< 1 year) | £6,200 | £22,404 | £22,456 | £25,191 | £25,606 | |
| Net Current Assets | £6,179 | £9,610 | (£6,047) | (£488) | £4,241 | (£1,335) |
| Net Assets | £5,494 | |||||
| Shareholder Funds | £5,494 | £10,003 | (£5,483) | £318 | £5,652 | £683 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 11 November 2026 | Micro company accounts | 30 June 2026 | ||
| 17 April 2026 | Confirmation statement with no updates | 13 March 2026 | ||
| 8 December 2025 | Micro company accounts | 30 June 2025 | ||
| 21 March 2025 | Confirmation statement with no updates | 13 March 2025 | ||
| 12 December 2024 | Micro company accounts | 30 June 2024 |
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