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My Wealth Estate Planning Limited

My Wealth Estate Planning Limited is an active company incorporated on 30 September 2004 with the registered office located in Liverpool, Merseyside. My Wealth Estate Planning Limited was registered 21 years ago.
Status
Active
Active since 9 years ago
Company No
05247007
Private limited company
Age
21 years
Incorporated 30 September 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 April 2025 (6 months ago)
Next confirmation dated 29 April 2026
Due by 13 May 2026 (6 months remaining)
Last change occurred 5 years 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 (10 months remaining)
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Contact Update Details
Address
Third Floor
5 St Paul's Square
Liverpool
L3 9SJ
United Kingdom
Address changed on 6 Feb 2023 (2 years 9 months ago)
Previous address was 5 Temple Square Temple Street Liverpool L2 5RH England
Telephone
01275461970
Email
Unreported
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People
Officers
7
Shareholders
1
Controllers (PSC)
1
Mr Mark Leonard Hutchinson
Secretary • Director • British • Lives in England • Born in Apr 1956
David Frederick Cassidy
Director • British • Lives in England • Born in Jul 1955
Paul Eric Morton
Director • British • Lives in UK • Born in Feb 1969
Stuart Murray Payne
Director • British • Lives in England • Born in May 1974
Jonathan Roy Watts-Lay
Director • British • Lives in England • Born in Jan 1966
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Shareholders, PSCs & Group Structure
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Mutual Companies
Wealth At Work Holdings Limited
David Frederick Cassidy, Mark Leonard Hutchinson, and 4 more are mutual people.
Active
Affinity Connect Limited
Jonathan Roy Watts-Lay, David Frederick Cassidy, and 4 more are mutual people.
Active
Wealth At Work Limited
David Frederick Cassidy, Mark Leonard Hutchinson, and 3 more are mutual people.
Active
The Farleigh Group Limited
Jonathan Roy Watts-Lay, David Frederick Cassidy, and 4 more are mutual people.
Active
Wealth At Work Midco Limited
David Frederick Cassidy, Mark Leonard Hutchinson, and 3 more are mutual people.
Active
Wealth At Work Trustees Limited
Jonathan Roy Watts-Lay, David Frederick Cassidy, and 4 more are mutual people.
Active
Life Academy Ltd
Jonathan Roy Watts-Lay, David Frederick Cassidy, and 4 more are mutual people.
Active
Wealth At Work Group Limited
Jonathan Roy Watts-Lay, David Frederick Cassidy, and 4 more are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£12.77K
Decreased by £8.82K (-41%)
Turnover
£6.67K
Decreased by £965 (-13%)
Employees
Unreported
Same as previous period
Total Assets
£12.92K
Decreased by £9.24K (-42%)
Total Liabilities
-£2.27K
Decreased by £10.91K (-83%)
Net Assets
£10.66K
Increased by £1.66K (+18%)
Debt Ratio (%)
18%
Decreased by 41.88% (-70%)
See 10 Year Full Financials
Latest Activity
Subsidiary Accounts Submitted
1 Month Ago on 2 Oct 2025
Confirmation Submitted
6 Months Ago on 9 May 2025
Subsidiary Accounts Submitted
1 Year 2 Months Ago on 18 Aug 2024
Confirmation Submitted
1 Year 5 Months Ago on 13 May 2024
Mr Mark Leonard Hutchinson Details Changed
1 Year 10 Months Ago on 1 Jan 2024
Subsidiary Accounts Submitted
2 Years Ago on 12 Oct 2023
Confirmation Submitted
2 Years 6 Months Ago on 11 May 2023
Mr Jonathan Roy Watts-Lay Details Changed
2 Years 9 Months Ago on 6 Feb 2023
Mr Stuart Murray Payne Details Changed
2 Years 9 Months Ago on 6 Feb 2023
Mr Paul Eric Morton Details Changed
2 Years 9 Months Ago on 6 Feb 2023
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Documents
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 2 Oct 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 2 Oct 2025
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 2 Oct 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 2 Oct 2025
Confirmation statement made on 29 April 2025 with no updates
Submitted on 9 May 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/23
Submitted on 18 Aug 2024
Notice of agreement to exemption from audit of accounts for period ending 31/12/23
Submitted on 18 Aug 2024
Consolidated accounts of parent company for subsidiary company period ending 31/12/23
Submitted on 18 Aug 2024
Audit exemption subsidiary accounts made up to 31 December 2023
Submitted on 18 Aug 2024
Confirmation statement made on 29 April 2024 with no updates
Submitted on 13 May 2024
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Repayment History
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