GWM Asset Management Limited

Active09749337 Private limited company

Incorporated: 26 August 2015 (11 years)
Industry: Fund management activities (66300)
Directors: Sam Philip Ward
Owned by: PFM Group Limited
Accounts type: Small
Region: North West
Address: Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY

Filing status

Accounts due: 30 September 2027
Last accounts: 31 December 2025
Conf. stmt due: 8 September 2027
Last conf. stmt: 25 August 2026

Officers 1 active

Officer details are public data from the Companies House register.

Ward, Sam Philip

Director · Appointed 8 October 2026

Also at Abbey Meads Financial Ltd, Airedale PFS Limited, Avon Financial Advisers Limited · more companies

British

Born May 1986 (40)

Officer history (4 former)

8 October 2026

Appointed Ward, Sam Philip as Director

8 October 2026

Resigned Hesketh, David John Philip as Director

8 October 2026

Resigned Wilkinson, Ian Mitcheal as Director

30 April 2026

Appointed Hesketh, David John Philip as Director

30 April 2026

Appointed Wilkinson, Ian Mitcheal as Director

30 April 2026

Resigned Anderton, Karen Jane as Secretary

30 April 2026

Resigned Anderton, Benedict Roland as Director

26 August 2015

Appointed Anderton, Karen Jane as Secretary

26 August 2015

Appointed Anderton, Benedict Roland as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

PFM Group Limited

Corporate entity · Notified 30 April 2026

Owns 75–100% of shares

Holds 75–100% of voting rights

Right to appoint and remove directors

Company Limited By Shares

Reg. no. 05091707

Former controllers (2)

30 April 2026

Ceased Victoria Helen Anderton — Owns 25–50% of shares

30 April 2026

Ceased Benedict Roland Anderton — Owns 25–50% of shares

Group structure 21 shown

Ownership group derived from the Companies House PSC register

Perspective Financial Group Limited

Cambridge Investments Limited Owns 75–100% of shares

PFM Group Limited Owns 75–100% of shares

A to Z Financial Planning Limited Owns 75–100% of shares

A.R.D. Consultancy Limited Owns 75–100% of shares

Accord Financial Management Limited Owns 75–100% of shares

Airedale PFS Limited Owns 75–100% of shares

Anglin Associates Limited Owns 75–100% of shares

Avon Financial Advisers Limited Owns 75–100% of shares

Ayp Financial Planning Limited Owns 75–100% of shares

Beanland Financial Services Limited Owns 75–100% of shares

Belper Independent Financial Solutions Limited Owns 75–100% of shares

BLM Partnership Limited Owns 75–100% of shares

Bowman Financial Planning Limited Owns 75–100% of shares

Carlton Smith Asset Protection Limited Owns 75–100% of shares

Chambers & Co (Chelmsford) Limited Owns 75–100% of shares

Chapter Wealth Management Ltd Owns 75–100% of shares

Charles Reynolds & Associates Limited Owns 75–100% of shares

Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares

GWM Asset Management Limited This company Owns 75–100% of shares

And 80 more

Vista Platform Services Ltd Owns 75–100% of shares

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: £192,242
Cash: £235,166
Turnover: £765,189
Profit Before Tax: £223,454
Employees: 2

Debt Ratio: 39%
Current Ratio: 3.0x
Profit Margin: 29%
Return on Equity: 87%

Trend

Turnover

Balance sheet detail

	2024	2023	2022	2021	2020
Fixed Assets	£15,751	£22,292	£24,862	£27,988	£33,693
Current Assets	£299,401	£259,694	£256,356	£441,574	£388,937
Debtors	£736	£346	£154	£0	£321
Cash	£235,166	£198,868	£156,779	£364,851	£318,102
Creditors (< 1 year)	£98,733	£98,327	£146,335	£192,861	£67,217
Creditors (> 1 year)	£20,000	£20,000	£20,000	£20,000	£20,000
Net Current Assets	£200,668	£161,367	£110,021	£248,713	£321,720
Net Assets	£192,242	£157,250	£108,474	£242,948	£324,804
Shareholder Funds	£192,242	£157,250	£108,474	£242,948	£324,804

Turnover	£765,189	£696,611
Cost of Sales	£290,000	£270,000
Gross Profit	£475,189	£426,611
Admin Expenses	£255,481	£247,372
Operating Profit	£219,708	£179,239
Profit Before Tax	£223,454	£178,439
Tax	£55,962	£43,163
Profit for Period	£167,492	£135,276