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FP Wealth Management Limited

FP Wealth Management Limited is an active company incorporated on 1 November 2004 with the registered office located in Wimborne, Dorset. FP Wealth Management Limited was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05274147
Private limited company
Age
21 years
Incorporated 1 November 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 6 October 2025 (21 days ago)
Next confirmation dated 6 October 2026
Due by 20 October 2026 (11 months remaining)
Last change occurred 21 days ago
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 October 2025
Due by 31 July 2026 (9 months remaining)
Address
Minster Chambers
35 High Street
Wimborne
BH21 1HR
England
Same address for the past 6 years
Telephone
01202881538
Email
Available in Endole App
Website
People
Officers
3
Shareholders
4
Controllers (PSC)
3
Director • Secretary • PSC • Financial Advisor • British • Lives in England • Born in May 1976
Director • PSC • Financial Advisor • British • Lives in England • Born in Sep 1964
Miss Helen Gail Bell
PSC • British • Lives in England • Born in Mar 1965
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
FP Wealth Management
FP Wealth Management is a financial planning company that provides solutions to help clients with their long-term financial needs.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
5
Decreased by 2 (-29%)
Total Assets
£159.33K
Increased by £19.2K (+14%)
Total Liabilities
-£104.96K
Increased by £21.36K (+26%)
Net Assets
£54.38K
Decreased by £2.16K (-4%)
Debt Ratio (%)
66%
Increased by 6.22% (+10%)
Latest Activity
Confirmation Submitted
21 Days Ago on 6 Oct 2025
Micro Accounts Submitted
3 Months Ago on 21 Jul 2025
Confirmation Submitted
1 Year Ago on 7 Oct 2024
Micro Accounts Submitted
1 Year 3 Months Ago on 26 Jul 2024
Confirmation Submitted
1 Year 12 Months Ago on 1 Nov 2023
Micro Accounts Submitted
2 Years 3 Months Ago on 28 Jul 2023
Confirmation Submitted
2 Years 11 Months Ago on 4 Nov 2022
Micro Accounts Submitted
3 Years Ago on 29 Jul 2022
Confirmation Submitted
3 Years Ago on 3 Nov 2021
Micro Accounts Submitted
4 Years Ago on 28 Jul 2021
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Documents
Confirmation statement made on 6 October 2025 with updates
Submitted on 6 Oct 2025
Micro company accounts made up to 31 October 2024
Submitted on 21 Jul 2025
Confirmation statement made on 7 October 2024 with updates
Submitted on 7 Oct 2024
Micro company accounts made up to 31 October 2023
Submitted on 26 Jul 2024
Confirmation statement made on 1 November 2023 with no updates
Submitted on 1 Nov 2023
Micro company accounts made up to 31 October 2022
Submitted on 28 Jul 2023
Confirmation statement made on 1 November 2022 with no updates
Submitted on 4 Nov 2022
Micro company accounts made up to 31 October 2021
Submitted on 29 Jul 2022
Confirmation statement made on 1 November 2021 with no updates
Submitted on 3 Nov 2021
Micro company accounts made up to 31 October 2020
Submitted on 28 Jul 2021
Repayment History
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