Ian Cockbain Wealth Management Limited
Ian Cockbain Wealth Management Limited is an active company incorporated on 17 January 2003 with the registered office located in Cirencester, Gloucestershire. Ian Cockbain Wealth Management Limited was registered 22 years ago.
Status
Active
Active since 7 years ago
Company No
04639701
Private limited company
Age
22 years
Incorporated 17 January 2003
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 13 June 2025 (4 months ago)
Next confirmation dated 13 June 2026
Due by 27 June 2026 (8 months remaining)
Last change occurred 1 year 8 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
St. James's Place Corporate Secretary Limited and Jonathan Peter Claridge are mutual people.
Active
St. James's Place Corporate Secretary Limited and Jonathan Peter Claridge are mutual people.
Active
St. James's Place Corporate Secretary Limited and Jonathan Peter Claridge are mutual people.
Active
St. James's Place Corporate Secretary Limited and Jonathan Peter Claridge are mutual people.
Active
Jonathan Peter Claridge and St. James's Place Corporate Secretary Limited are mutual people.
Active
Jonathan Peter Claridge and St. James's Place Corporate Secretary Limited are mutual people.
Active
St. James's Place Corporate Secretary Limited is a mutual person.
Active
St. James's Place Corporate Secretary Limited is a mutual person.
Active
Brands
Cockbain & Associates Wealth Management is a wealth management office based in Liverpool, specialising in tax planning, retirement planning, and investment planning.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£270.21K
Increased by £257.25K (+1986%)
Turnover
£2.1M
Increased by £1.09M (+108%)
Employees
13
Decreased by 4 (-24%)
Total Assets
£4.43M
Decreased by £915.88K (-17%)
Total Liabilities
-£627.17K
Decreased by £15.55K (-2%)
Net Assets
£3.8M
Decreased by £900.34K (-19%)
Debt Ratio (%)
14%
Increased by 2.13% (+18%)
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Repayment History
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