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Shipman Wealth Management Ltd

Shipman Wealth Management Ltd is an active company incorporated on 20 July 1993 with the registered office located in Exeter, Devon. Shipman Wealth Management Ltd was registered 32 years ago.
Status
Active
Active since incorporation
Company No
02837635
Private limited company
Age
32 years
Incorporated 20 July 1993
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 20 July 2025 (1 month ago)
Next confirmation dated 20 July 2026
Due by 3 August 2026 (10 months remaining)
Last change occurred 4 years ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (21 days remaining)
Contact
Address
Ground Floor, Eagle House 1 Babbage Way
Exeter Science Park
Exeter
Devon
EX5 2FN
England
Same address for the past 7 years
Telephone
01392211800
Email
Available in Endole App
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Aug 1974
Director • British • Lives in England • Born in Jan 1982
Director • British • Lives in England • Born in Sep 1971
Shipman Group Holdings Limited
PSC
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Mutual Companies
Shipman Financial Planning Limited
Peter Robert Ellis, Michael Anthony Williams, and 1 more are mutual people.
Active
Shipman Group Holdings Limited
Peter Robert Ellis, Michael Anthony Williams, and 1 more are mutual people.
Active
Whichers Ifa Limited
Peter Robert Ellis and Michael Anthony Williams are mutual people.
Active
Monahans Holdings Limited
Peter Robert Ellis and Michael Anthony Williams are mutual people.
Active
Shipman Group Limited
Peter Robert Ellis is a mutual person.
Active
Feron Spires I.F.C Limited
Peter Robert Ellis is a mutual person.
Active
BKD Wealth Management Limited
Peter Robert Ellis is a mutual person.
Active
Shipman Holdings Limited
Peter Robert Ellis is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£466.5K
Decreased by £125.64K (-21%)
Turnover
£5.82M
Increased by £2.9M (+100%)
Employees
51
Increased by 30 (+143%)
Total Assets
£8.37M
Increased by £4.48M (+115%)
Total Liabilities
-£4.07M
Increased by £2.81M (+223%)
Net Assets
£4.3M
Increased by £1.67M (+64%)
Debt Ratio (%)
49%
Increased by 16.18% (+50%)
Latest Activity
Confirmation Submitted
1 Month Ago on 21 Jul 2025
Michael Anthony Williams Resigned
6 Months Ago on 11 Mar 2025
Mrs Amanda Hilary Browning Appointed
6 Months Ago on 11 Mar 2025
Full Accounts Submitted
11 Months Ago on 8 Oct 2024
Confirmation Submitted
1 Year Ago on 15 Aug 2024
Neil James Gore Resigned
1 Year 8 Months Ago on 2 Jan 2024
Full Accounts Submitted
1 Year 11 Months Ago on 5 Oct 2023
Confirmation Submitted
2 Years 1 Month Ago on 28 Jul 2023
Full Accounts Submitted
2 Years 11 Months Ago on 7 Oct 2022
Lucy Jane Ernest Resigned
3 Years Ago on 1 Aug 2022
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Documents
Confirmation statement made on 20 July 2025 with no updates
Submitted on 21 Jul 2025
Termination of appointment of Michael Anthony Williams as a director on 11 March 2025
Submitted on 13 Mar 2025
Appointment of Mrs Amanda Hilary Browning as a director on 11 March 2025
Submitted on 13 Mar 2025
Full accounts made up to 31 December 2023
Submitted on 8 Oct 2024
Confirmation statement made on 20 July 2024 with no updates
Submitted on 15 Aug 2024
Termination of appointment of Neil James Gore as a director on 2 January 2024
Submitted on 5 Jan 2024
Full accounts made up to 31 December 2022
Submitted on 5 Oct 2023
Confirmation statement made on 20 July 2023 with no updates
Submitted on 28 Jul 2023
Certificate of change of name
Submitted on 31 Jan 2023
Full accounts made up to 31 December 2021
Submitted on 7 Oct 2022
Repayment History
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