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Punter Southall Wealth Limited
Punter Southall Wealth Limited is an active company incorporated on 24 February 2005 with the registered office located in London, City of London. Punter Southall Wealth Limited was registered 20 years ago.
Watch Company
Status
Active
Active since
17 years ago
Company No
05374633
Private limited company
Age
20 years
Incorporated
24 February 2005
Size
Micro
Turnover is under
£1M
Under
10 employees
Confirmation
Submitted
Dated
11 April 2025
(4 months ago)
Next confirmation dated
11 April 2026
Due by
25 April 2026
(7 months remaining)
Last change occurred
4 months ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2024
(1 year)
Accounts type is
Full
Next accounts for period
31 March 2025
Due by
31 December 2025
(3 months remaining)
Learn more about Punter Southall Wealth Limited
Contact
Address
88 Wood Street
London
EC2V 7QR
England
Address changed on
1 Jun 2022
(3 years ago)
Previous address was
11 Strand London WC2N 5HR
Companies in EC2V 7QR
Telephone
02033275400
Email
Available in Endole App
Website
Sigma.com
See All Contacts
People
Officers
3
Shareholders
2
Controllers (PSC)
2
Stephen Leigh Massey
Director • Chairman • British • Lives in UK • Born in Sep 1957
Jill Patricia McAleenan
Director • Non-Executive Director • British • Lives in England • Born in Dec 1950
David Esfandi
Director • Ceo • British • Lives in England • Born in Aug 1978
Canaccord Genuity Wealth Limited
PSC
CG Wealth Planning Limited
PSC
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Canaccord Genuity Asset Management Limited
David Esfandi, Jill Patricia McAleenan, and 1 more are mutual people.
Active
CG Wealth Planning Limited
David Esfandi, Jill Patricia McAleenan, and 1 more are mutual people.
Active
Adam & Company Investment Management Limited
David Esfandi, Jill Patricia McAleenan, and 1 more are mutual people.
Active
Canaccord Genuity Financial Planning Limited
Jill Patricia McAleenan and Stephen Leigh Massey are mutual people.
Active
Canaccord Genuity Wealth Limited
Jill Patricia McAleenan and Stephen Leigh Massey are mutual people.
Active
Canaccord Genuity Wealth Group Limited
Jill Patricia McAleenan and Stephen Leigh Massey are mutual people.
Active
Cantab Asset Management Limited
David Esfandi and Jill Patricia McAleenan are mutual people.
Active
Canaccord Genuity Wealth Group Holdings (Jersey) Limited
David Esfandi and Stephen Leigh Massey are mutual people.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Mar 2024
For period
31 Mar
⟶
31 Mar 2024
Traded for
12 months
Cash in Bank
£1.96M
Decreased by £6.76M (-78%)
Turnover
£462K
Decreased by £42.15M (-99%)
Employees
Unreported
Decreased by 135 (-100%)
Total Assets
£9.98M
Decreased by £21.35M (-68%)
Total Liabilities
-£880K
Decreased by £7.67M (-90%)
Net Assets
£9.1M
Decreased by £13.68M (-60%)
Debt Ratio (%)
9%
Decreased by 18.47% (-68%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
4 Months Ago on 16 Apr 2025
Full Accounts Submitted
8 Months Ago on 20 Dec 2024
Confirmation Submitted
1 Year 4 Months Ago on 24 Apr 2024
Full Accounts Submitted
1 Year 8 Months Ago on 29 Dec 2023
John Hamilton-Hunt Resigned
2 Years 1 Month Ago on 31 Jul 2023
John Christopher Anthony Howard-Smith Resigned
2 Years 1 Month Ago on 31 Jul 2023
Confirmation Submitted
2 Years 4 Months Ago on 11 Apr 2023
Cg Wealth Planning Limited (PSC) Details Changed
2 Years 5 Months Ago on 1 Apr 2023
Canaccord Genuity Wealth Limited (PSC) Appointed
2 Years 5 Months Ago on 1 Apr 2023
Cg Wealth Planning Limited (PSC) Appointed
2 Years 5 Months Ago on 1 Apr 2023
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Get Credit Report
Discover Punter Southall Wealth Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Confirmation statement made on 11 April 2025 with updates
Submitted on 16 Apr 2025
Statement by Directors
Submitted on 24 Mar 2025
Resolutions
Submitted on 24 Mar 2025
Solvency Statement dated 20/03/25
Submitted on 24 Mar 2025
Statement of capital on 24 March 2025
Submitted on 24 Mar 2025
Statement by Directors
Submitted on 20 Feb 2025
Resolutions
Submitted on 20 Feb 2025
Solvency Statement dated 19/02/25
Submitted on 20 Feb 2025
Full accounts made up to 31 March 2024
Submitted on 20 Dec 2024
Statement by Directors
Submitted on 17 Jul 2024
Explore All Documents
Repayment History
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See All Charges & CCJs