Margetts Wealth Management Limited
Margetts Wealth Management Limited is an active company incorporated on 11 June 2002 with the registered office located in Birmingham, West Midlands. Margetts Wealth Management Limited was registered 23 years ago.
Status
Active
Active since 22 years ago
Company No
04458263
Private limited company
Age
23 years
Incorporated 11 June 2002
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 11 June 2025 (2 months ago)
Next confirmation dated 11 June 2026
Due by 25 June 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Margetts Wealth Management provides financial planning tailored to the needs of each client.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
£269.89K
Increased by £112.84K (+72%)
Turnover
Unreported
Same as previous period
Employees
12
Same as previous period
Total Assets
£1.2M
Increased by £243.5K (+26%)
Total Liabilities
-£393.44K
Increased by £227.66K (+137%)
Net Assets
£804.34K
Increased by £15.84K (+2%)
Debt Ratio (%)
33%
Increased by 15.47% (+89%)
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Repayment History
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