Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 28 November 2026
- Last conf. stmt
- 14 November 2025
Connectus Wealth Management Limited
- Incorporated
- 16 November 2020 (5 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Accounts type
- Full
- Region
- North West
- Address
- Foundation HouseScott DriveAltrinchamWA15 8AB
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 1 October 2024
British
Born August 1961 (65)
Director · Appointed 1 October 2024
British
Born July 1951 (75)
Officer history (4 former)
1 October 2024
1 October 2024
1 October 2024
Resigned Karasik, Adam as Director
1 October 2024
29 October 2021
Appointed Karasik, Adam as Director
29 October 2021
29 October 2021
29 October 2021
16 November 2020
16 November 2020
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 October 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 5906384
Former controllers (1)
30 September 2024
Ceased Connectus Wealth Group Limited — Owns 75–100% of shares
Group structure 7 companies
Ownership group derived from the Companies House PSC register
Connectus Wealth Management Limited This company Owns 75–100% of shares
Foundation Investment Management Limited Owns 75–100% of shares
Greystone Financial Services Limited Owns 75–100% of shares
HLB Financial Services Limited Owns 25–50% of shares
Greystone Wealth Management Limited Owns 75–100% of shares
Trident Financial Planning Limited 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
- Cash
- £349,655
- Profit
- (£220,165)
- Current Ratio
- 4.8x
- Return on Equity
- -8%
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
| Fixed Assets | £69 | £2,508,142 | £2,576,422 | £2,717,963 |
| Current Assets | £481,370 | £593,509 | £477,462 | £298,136 |
| Debtors | £131,715 | £457,079 | £436,698 | £196,836 |
| Cash | £349,655 | £136,430 | £40,764 | £101,300 |
| Creditors (< 1 year) | £100,484 | £209,846 | £763,174 | £766,152 |
| Creditors (> 1 year) | £2,221,240 | £2,162,109 | ||
| Net Current Assets | £383,663 | (£285,712) | (£468,016) | |
| Net Assets | £69,470 | £87,838 | ||
| Shareholder Funds | £2,671,640 | £2,891,805 | £69,470 | £87,838 |
Filings
Filing history not loaded yet. See it on Companies House
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