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Lexington Wealth Management Limited

Lexington Wealth Management Limited is an active company incorporated on 8 July 2005 with the registered office located in Swindon, Wiltshire. Lexington Wealth Management Limited was registered 20 years ago.
Status
Active
Active since incorporation
Company No
05503144
Private limited company
Age
20 years
Incorporated 8 July 2005
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 8 July 2025 (2 months ago)
Next confirmation dated 8 July 2026
Due by 22 July 2026 (10 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
Orchard House, Bagbury Lane
Lydiard Millicent
Wiltshire
SN5 4LX
Address changed on 8 Jul 2025 (2 months ago)
Previous address was Swatton Barn Badbury Swindon Wiltshire SN4 0EU
Telephone
01793771093
Email
Available in Endole App
People
Officers
2
Shareholders
4
Controllers (PSC)
2
Director • PSC • Financial Consultant • British • Lives in UK • Born in Apr 1974
Secretary • PSC • British • Born in May 1977 • Lives in UK
Shareholders, PSCs & Group Structure
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Mutual Companies
Lexington Associates Limited
Mr Warren Martyn Shute is a mutual person.
Active
Brands
Lexington Wealth
Lexington Wealth is a financial planning firm based in Wiltshire that provides financial planning and wealth management services to individuals and business owners, focusing on building long-term relationships..
Lexo
Lexo is an online investment platform that provides an investment solution accessible 24/7.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£80.83K
Increased by £28.75K (+55%)
Turnover
Unreported
Same as previous period
Employees
5
Decreased by 1 (-17%)
Total Assets
£661.62K
Increased by £170.45K (+35%)
Total Liabilities
-£274.68K
Decreased by £3.63K (-1%)
Net Assets
£386.95K
Increased by £174.08K (+82%)
Debt Ratio (%)
42%
Decreased by 15.15% (-27%)
Latest Activity
Full Accounts Submitted
12 Days Ago on 1 Sep 2025
Confirmation Submitted
1 Month Ago on 17 Jul 2025
Inspection Address Changed
2 Months Ago on 8 Jul 2025
Full Accounts Submitted
11 Months Ago on 30 Sep 2024
Confirmation Submitted
1 Year 2 Months Ago on 8 Jul 2024
Accounting Period Shortened
1 Year 11 Months Ago on 29 Sep 2023
Full Accounts Submitted
1 Year 11 Months Ago on 21 Sep 2023
Confirmation Submitted
2 Years 2 Months Ago on 12 Jul 2023
Full Accounts Submitted
2 Years 11 Months Ago on 29 Sep 2022
Confirmation Submitted
3 Years Ago on 12 Jul 2022
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 1 Sep 2025
Confirmation statement made on 8 July 2025 with updates
Submitted on 17 Jul 2025
Register inspection address has been changed from Swatton Barn Badbury Swindon Wiltshire SN4 0EU to 4th Floor St James House St. James Square Cheltenham GL50 3PR
Submitted on 8 Jul 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 30 Sep 2024
Confirmation statement made on 8 July 2024 with no updates
Submitted on 8 Jul 2024
Current accounting period shortened from 1 January 2024 to 31 December 2023
Submitted on 29 Sep 2023
Total exemption full accounts made up to 1 January 2023
Submitted on 21 Sep 2023
Confirmation statement made on 8 July 2023 with updates
Submitted on 12 Jul 2023
Total exemption full accounts made up to 1 January 2022
Submitted on 29 Sep 2022
Confirmation statement made on 8 July 2022 with no updates
Submitted on 12 Jul 2022
Repayment History
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