Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 2 May 2027
- Last conf. stmt
- 18 April 2026
Primera Wealth Management Limited
- Incorporated
- 19 April 2017 (9 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Owned by
- Accounts type
- Dormant
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 27 July 2026
British
Born May 1986 (40)
Officer history (3 former)
14 August 2026
14 August 2026
27 July 2026
27 July 2026
15 November 2023
15 November 2023
15 November 2023
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 15 November 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company By Shares
Reg. no. 05091707
Former controllers (1)
15 November 2023
Ceased Neil Donnelly — Owns 50–75% of shares
Group structure 21 shown
Ownership group derived from the Companies House PSC register
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
Primera Wealth Management Limited This company Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2023 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £770,038
- Cash
- £671,916
- Employees
- 10
- Debt Ratio
- 15%
- Current Ratio
- 6.6x
Trend
Net Assets
Balance sheet detail
| 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £13,970 | £9,032 | £12,439 | £13,635 |
| Current Assets | £894,172 | £673,676 | £581,790 | £520,362 |
| Debtors | £222,256 | £117,158 | £124,679 | £98,617 |
| Cash | £671,916 | £556,518 | £457,111 | £421,745 |
| Creditors (< 1 year) | £135,034 | £125,408 | £153,502 | £157,438 |
| Net Current Assets | £759,138 | £548,268 | £428,288 | £362,924 |
| Net Assets | £770,038 | £555,584 | £438,364 | £373,969 |
| Shareholder Funds | £770,038 | £555,584 | £438,364 | £373,969 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 14 August 2026 | Termination of appointment of a director | |||
| 14 August 2026 | Termination of appointment of a director | |||
| 27 July 2026 | Appointment of a director | |||
| 27 July 2026 | Termination of appointment of a director | |||
| 24 June 2026 | Accounts for a dormant company | 31 December 2025 |
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