Filing status
- Accounts due
- 30 April 2028
- Last accounts
- 31 July 2026
- Conf. stmt due
- 19 July 2027
- Last conf. stmt
- 5 July 2026
Personal Wealth Management (South Wales) Ltd
- Incorporated
- 6 July 2017 (9 years)
- Industry
- Other service activities n.e.c. (96090)
- Owned by
- Ian Paul Rosser
- Accounts type
- Unaudited abridged
- Region
- Wales
- Address
- 20 High StreetNewbridgeNewportNP11 4EZ
Charges
- Total
- 1
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 0
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Ian Paul Rosser
Individual · Notified 6 July 2017
Owns 75–100% of shares
Right to appoint and remove directors
British
Born August 1968 (58)
Holdings 1
Companies where Personal Wealth Management (South Wales) Ltd is registered as a person with significant control
Owns 75–100% of shares
Active
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 July 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £71,224
- Cash
- £74,879
- Employees
- 6
- Debt Ratio
- 75%
- Current Ratio
- 2.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £10,549 | £8,967 | £11,880 | £14,347 | £6,527 | £11,607 |
| Current Assets | £269,835 | £230,154 | £148,715 | £209,479 | £143,734 | £38,937 |
| Debtors | £194,956 | |||||
| Cash | £74,879 | |||||
| Creditors (< 1 year) | £122,655 | £133,922 | £71,276 | £73,771 | £54,876 | £39,171 |
| Creditors (> 1 year) | £80,407 | £102,946 | £137,386 | £160,143 | £61,828 | |
| Net Current Assets | £147,180 | £96,232 | £77,439 | £135,708 | £88,858 | (£234) |
| Net Assets | £71,224 | £2,253 | (£48,067) | (£10,088) | £33,557 | £11,373 |
| Shareholder Funds | £71,224 | £2,253 | (£48,067) | (£10,088) | £33,557 | £11,373 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 29 July 2026 | Confirmation statement with updates | 5 July 2026 | ||
| 30 April 2026 | Unaudited abridged accounts | 31 July 2025 | ||
| 21 October 2025 | Registration of a charge | |||
| 7 July 2025 | Confirmation statement with no updates | 5 July 2025 | ||
| 16 May 2025 | Amended accounts | 31 July 2024 |
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