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Trinity Wealth Management Limited

Trinity Wealth Management Limited is an active company incorporated on 12 June 2001 with the registered office located in Luton, Bedfordshire. Trinity Wealth Management Limited was registered 24 years ago.
Status
Active
Active since incorporation
Company No
04233108
Private limited company
Age
24 years
Incorporated 12 June 2001
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 9 June 2025 (3 months ago)
Next confirmation dated 9 June 2026
Due by 23 June 2026 (9 months remaining)
Last change occurred 1 year 2 months ago
Accounts
Due Soon
For period 1 Jan ⟶ 31 Dec 2023 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (21 days remaining)
Learn more about Trinity Wealth Management Limited
Contact
Address
15 Home Farm
Luton Hoo Estate
Luton
Bedfordshire
LU1 3TD
Same address for the past 24 years
Telephone
01727851123
Email
Available in Endole App
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People
Officers
3
Shareholders
4
Controllers (PSC)
2
Mr Graham Keith Cleveland
Director • Secretary • PSC • Financial Advisor • British • Lives in UK • Born in Jan 1964
Jonathan Paul Cobb
Director • Financial Advisor • British • Lives in UK • Born in Apr 1963
Mr Jonathan Paul Cobb
PSC • British • Lives in UK • Born in Apr 1963
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Shareholders, PSCs & Group Structure
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Mutual Companies
SWCO Financial Planning Limited
Mr Graham Keith Cleveland and Jonathan Paul Cobb are mutual people.
Active
Trinity WM Limited
Mr Graham Keith Cleveland and Jonathan Paul Cobb are mutual people.
Active
Block 6 Porters Wood Management Company Limited
Jonathan Paul Cobb is a mutual person.
Active
Charland Homes Limited
Mr Graham Keith Cleveland is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec ⟶ 31 Dec 2023
Traded for 12 months
Cash in Bank
£212.39K
Increased by £101.87K (+92%)
Turnover
Unreported
Same as previous period
Employees
15
Increased by 1 (+7%)
Total Assets
£390.52K
Increased by £8.22K (+2%)
Total Liabilities
-£111.53K
Increased by £7K (+7%)
Net Assets
£278.99K
Increased by £1.22K (0%)
Debt Ratio (%)
29%
Increased by 1.22% (+4%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
2 Months Ago on 24 Jun 2025
Full Accounts Submitted
11 Months Ago on 26 Sep 2024
Confirmation Submitted
1 Year 2 Months Ago on 25 Jun 2024
Mr Jonathan Paul Cobb (PSC) Details Changed
1 Year 3 Months Ago on 9 Jun 2024
Mr Jonathan Paul Cobb Details Changed
1 Year 3 Months Ago on 9 Jun 2024
Full Accounts Submitted
1 Year 11 Months Ago on 25 Sep 2023
Confirmation Submitted
2 Years 2 Months Ago on 20 Jun 2023
Full Accounts Submitted
2 Years 11 Months Ago on 22 Sep 2022
Confirmation Submitted
3 Years Ago on 21 Jun 2022
Full Accounts Submitted
3 Years Ago on 23 Sep 2021
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Get Credit Report
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Documents
Confirmation statement made on 9 June 2025 with no updates
Submitted on 24 Jun 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 26 Sep 2024
Confirmation statement made on 9 June 2024 with updates
Submitted on 25 Jun 2024
Director's details changed for Mr Jonathan Paul Cobb on 9 June 2024
Submitted on 20 Jun 2024
Change of details for Mr Jonathan Paul Cobb as a person with significant control on 9 June 2024
Submitted on 20 Jun 2024
Total exemption full accounts made up to 31 December 2022
Submitted on 25 Sep 2023
Confirmation statement made on 9 June 2023 with no updates
Submitted on 20 Jun 2023
Total exemption full accounts made up to 31 December 2021
Submitted on 22 Sep 2022
Confirmation statement made on 9 June 2022 with no updates
Submitted on 21 Jun 2022
Total exemption full accounts made up to 31 December 2020
Submitted on 23 Sep 2021
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Repayment History
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