Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 17 October 2027
- Last conf. stmt
- 3 October 2026
Adept Wealth Management Limited
- Incorporated
- 4 October 2018 (8 years)
- Previously known as
- Advance Wealth Management Limited (until 24 October 2018)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Adam Daniel Ernest Patten
- Accounts type
- Micro entity
- Region
- East of England
- Address
- Unit 4 99 London RoadStanwayColchesterCO3 0NY
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Adam Daniel Ernest Patten
Individual · Notified 4 October 2018
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born January 1971 (55)
Financials
Balance sheet as at 31 October 2025 · micro entity accounts
- Net Assets
- £16,655
- Employees
- 1
- Debt Ratio
- 62%
- Current Ratio
- 4.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £1,809 | £1,518 | £2,456 | £2,225 | £2,105 | (£2,772) |
| Current Assets | £41,487 | £21,093 | £22,416 | £24,691 | £50,337 | (£17,509) |
| Creditors (< 1 year) | £9,814 | £6,774 | £6,118 | £5,468 | £19,187 | £13,224 |
| Creditors (> 1 year) | £15,922 | £15,163 | £17,359 | £19,594 | £20,865 | |
| Net Current Assets | £31,673 | £14,319 | £16,298 | £19,223 | £31,150 | (£4,285) |
| Net Assets | £16,655 | (£231) | £489 | £837 | £11,085 | (£5,832) |
| Shareholder Funds | £16,655 | (£231) | £489 | £837 | £11,085 | (£5,832) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 30 July 2026 | Micro company accounts | 31 October 2025 | ||
| 20 October 2025 | Confirmation statement with updates | 3 October 2025 | ||
| 15 September 2025 | Registered office address changed | |||
| 15 September 2025 | Director's details changed | |||
| 15 September 2025 | Director's details changed |
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