“Wealth Management and Independent Financial Advice. We are a Chartered Financial Planning firm providing award winning impartial fee based independent financial advice and wealth management services.”
Officer details are public data from the Companies House register.
People and entities with significant control, from the Companies House PSC register
Ownership group derived from the Companies House PSC register
Balance sheet as at 31 December 2025 · total exemption full accounts
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £4,469,045 | £307,104 | £458,968 | £577,470 | £673,660 | £807,611 |
| Current Assets | £2,366,225 | £1,027,890 | £570,111 | £773,698 | £650,354 | £532,728 |
| Cash | £1,920,648 | £744,691 | £348,461 | £278,785 | £238,854 | £212,956 |
| Creditors (< 1 year) | £606,858 | £318,825 | £235,861 | £291,746 | £235,859 | £239,421 |
| Creditors (> 1 year) | £0 | £9,166 | £19,167 | £29,166 | £39,166 | £55,834 |
| Net Current Assets | £1,759,367 | £709,065 | £334,250 | £481,952 | £414,495 | £293,307 |
| Net Assets | £6,185,453 | £977,003 | £744,051 | £998,509 | £998,300 | £1,013,979 |
| Shareholder Funds | £6,185,453 | £977,003 | £744,051 | £998,509 | £998,300 | £1,013,979 |
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 September 2026 | Confirmation statement with updates | 12 September 2026 | ||
| 17 September 2026 | Director's details changed | |||
| 2 September 2026 | Particulars of variation of rights attached to shares | |||
| 7 August 2026 | Change of share class name or designation | |||
| 7 August 2026 | Resolutions |
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