Website & contact details
- Website
Performance Wealth Management Ltd
- Incorporated
- 1 June 2017 (9 years)
- Previously known as
- Oscar Dean Ltd (until 25 July 2018)This list may be incomplete. See all names on Companies House
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Craig Gavin Wyllie
- Accounts type
- Total exemption full
- Region
- Greater London
- Address
- 352-356 Battersea Park RoadLondonSW11 3BY
Filing status
- Accounts due
- 28 February 2027
- Last accounts
- 31 May 2025
- Conf. stmt due
- 20 July 2027
- Last conf. stmt
- 6 July 2026
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Craig Gavin Wyllie
Individual · Notified 11 May 2026
Owns 25–50% of shares
British
Born November 1987
Holdings 1
Companies where Performance Wealth Management Ltd is registered as a person with significant control
Owns 75–100% of shares
Active
Former controllers (2)
11 May 2026
Ceased Hilary Anne Kates — Owns 25–50% of shares
10 October 2018
Ceased Craig Gavin Wyllie — Owns 75–100% of shares
Financials
Balance sheet as at 31 May 2025 · total exemption full accounts
- Net Assets
- £120,435
- Cash
- £106,154
- Turnover
- £410,620
- Profit Before Tax
- £48,545
- Debt Ratio
- 20%
- Current Ratio
- 13.3x
- Profit Margin
- 12%
- Return on Equity
- 33%
Trend
Turnover
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £12,680 | £5,000 | £5,000 | £5,000 | ||
| Current Assets | £138,154 | £142,483 | £101,484 | £94,778 | £106,784 | £127,277 |
| Debtors | £32,000 | £55,938 | ||||
| Cash | £106,154 | £86,545 | ||||
| Creditors (< 1 year) | £10,399 | £19,104 | £12,707 | £1,997 | £29,193 | £27,055 |
| Creditors (> 1 year) | £20,000 | £45,052 | £0 | £0 | £0 | |
| Net Current Assets | £127,755 | £123,379 | £92,972 | £95,671 | £102,373 | £127,758 |
| Net Assets | £120,435 | £83,327 | £97,972 | £100,671 | £102,373 | £124,503 |
| Shareholder Funds | £120,435 | £83,327 | £97,972 | £100,671 | £102,373 | £124,503 |
| Turnover | £410,620 | £302,184 | ||||
| Cost of Sales | £329,938 | £194,702 | ||||
| Gross Profit | £80,682 | £107,482 | ||||
| Admin Expenses | £32,137 | £37,816 | ||||
| Operating Profit | £48,545 | £69,666 | ||||
| Profit Before Tax | £48,545 | £69,666 | ||||
| Tax | £8,399 | £4,311 | ||||
| Profit for Period | £40,146 | £65,355 | ||||
What Performance Wealth Management say about themselves
“Contact us We know how key it is to you Helping you unlock your future At Sterling Wealth & Mortgages… We’re committed to helping individuals and families across the UK make confident financial decisions. With access to a wide range of mortgage and protection solutions, we tailor our advice to suit…”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 July 2026 | Confirmation statement with updates | 6 July 2026 | ||
| 18 June 2026 | Notification of a person with significant control | |||
| 18 June 2026 | Cessation of a person with significant control | |||
| 18 June 2026 | Statement of capital following an allotment of shares | |||
| 18 June 2026 | Statement of capital following an allotment of shares |
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