What Lomond Wealth Management say about themselves
“Plan your finances around the life you want with clear financial planning from Lomond Wealth. Explore your options and start the conversation.”
Lomond Wealth Management Ltd
- Incorporated
- 8 February 2016 (10 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Derek James FishRona Fish
- Accounts type
- Total exemption full
- Region
- Scotland
- Address
- 216 West George StreetGlasgowG2 2PQ
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 28 February 2025
- Conf. stmt due
- 21 February 2027
- Last conf. stmt
- 7 February 2026
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 4 May 2020
Also at Graham Grant Ifa Limited (proposed for strike-off)
British
Born July 1981 (45)
Director · Appointed 8 February 2016
British
Born January 1976 (50)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born January 1976 (50)
Rona Fish
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born February 1968 (58)
Holdings 3
Companies where Lomond Wealth Management Ltd is registered as a person with significant control
Owns 75–100% of shares
Proposed for strike-off
Owns 75–100% of shares
Active
Owns 75–100% of shares
Active
Financials
Figures from 2024 accounts. Newer accounts, made up to 28 February 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £1,281,629
- Cash
- £357,123
- Employees
- 14
- Debt Ratio
- 27%
- Current Ratio
- 1.1x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £1,383,030 | £962,502 | £780,954 | £568,045 | |
| Current Assets | £361,738 | £411,756 | £379,900 | £398,832 | |
| Debtors | £4,615 | £7,833 | £1,996 | £759 | |
| Cash | £357,123 | £403,923 | £377,904 | £398,073 | |
| Creditors (< 1 year) | £339,803 | £239,503 | £231,376 | £166,214 | £100,624 |
| Creditors (> 1 year) | £92,154 | £101,146 | £48,072 | £58,823 | £69,261 |
| Net Current Assets | £21,935 | £180,380 | £213,686 | £298,208 | |
| Net Assets | £1,281,629 | £1,094,012 | £934,363 | £788,813 | |
| Shareholder Funds | £1,281,629 | £1,094,012 | £934,363 | £788,813 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 20 October 2026 | Registered office address changed | |||
| 20 October 2026 | Change of details for a person with significant control | |||
| 20 October 2026 | Change of details for a person with significant control | |||
| 20 October 2026 | Director's details changed | |||
| 20 October 2026 | Director's details changed |
Some other companies at this address
Other companies in this industry
By trade and location
Explore the largest companies
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →