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Liberty Wealth Management Limited

Liberty Wealth Management Limited is an active company incorporated on 7 June 1999 with the registered office located in Ongar, Essex. Liberty Wealth Management Limited was registered 26 years ago.
Status
Active
Active since 24 years ago
Company No
03783537
Private limited company
Age
26 years
Incorporated 7 June 1999
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 13 January 2025 (10 months ago)
Next confirmation dated 13 January 2026
Due by 27 January 2026 (2 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 May ⟶ 30 Apr 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 April 2025
Due by 31 January 2026 (2 months remaining)
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Contact Update Details
Address
47b High Street
Ongar
Essex
CM5 9DT
England
Same address for the past 5 years
Telephone
01375656020
Email
Unreported
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People
Officers
3
Shareholders
4
Controllers (PSC)
1
Lee Devonald
Director • British • Lives in UK • Born in Jan 1962
Moira Lynn Devonald
Director • British • Lives in UK • Born in Jun 1961
Leroy Devonald
Secretary • British
Mrs Moira Lynn Devonald
PSC • English • Lives in England • Born in Jun 1961
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Brands
Liberty Wealth Management
Liberty Wealth Management is a family-owned financial planning firm based in Essex.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Apr 2024
For period 30 Apr ⟶ 30 Apr 2024
Traded for 12 months
Cash in Bank
£211.07K
Decreased by £53.77K (-20%)
Turnover
Unreported
Same as previous period
Employees
6
Increased by 1 (+20%)
Total Assets
£569.21K
Decreased by £145.97K (-20%)
Total Liabilities
-£54.56K
Decreased by £410 (-1%)
Net Assets
£514.65K
Decreased by £145.56K (-22%)
Debt Ratio (%)
10%
Increased by 1.9% (+25%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
9 Months Ago on 4 Feb 2025
Full Accounts Submitted
9 Months Ago on 29 Jan 2025
Confirmation Submitted
1 Year 9 Months Ago on 2 Feb 2024
Full Accounts Submitted
1 Year 10 Months Ago on 20 Dec 2023
Confirmation Submitted
2 Years 9 Months Ago on 6 Feb 2023
Full Accounts Submitted
2 Years 9 Months Ago on 31 Jan 2023
Confirmation Submitted
3 Years Ago on 2 Feb 2022
Full Accounts Submitted
3 Years Ago on 31 Jan 2022
Full Accounts Submitted
4 Years Ago on 30 Apr 2021
Confirmation Submitted
4 Years Ago on 9 Feb 2021
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Documents
Confirmation statement made on 13 January 2025 with no updates
Submitted on 4 Feb 2025
Total exemption full accounts made up to 30 April 2024
Submitted on 29 Jan 2025
Confirmation statement made on 13 January 2024 with no updates
Submitted on 2 Feb 2024
Total exemption full accounts made up to 30 April 2023
Submitted on 20 Dec 2023
Confirmation statement made on 13 January 2023 with no updates
Submitted on 6 Feb 2023
Total exemption full accounts made up to 30 April 2022
Submitted on 31 Jan 2023
Confirmation statement made on 13 January 2022 with no updates
Submitted on 2 Feb 2022
Total exemption full accounts made up to 30 April 2021
Submitted on 31 Jan 2022
Total exemption full accounts made up to 30 April 2020
Submitted on 30 Apr 2021
Secretary's details changed for Leroy Devonald on 9 February 2021
Submitted on 9 Feb 2021
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Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
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