Perspective (Wealth Experts) Limited
Perspective (Wealth Experts) Limited is an active company incorporated on 29 August 2006 with the registered office located in Chorley, Lancashire. Perspective (Wealth Experts) Limited was registered 19 years ago.
Status
Active
Active since incorporation
Company No
05918247
Private limited company
Age
19 years
Incorporated 29 August 2006
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 15 November 2025 (1 month ago)
Next confirmation dated 15 November 2026
Due by 29 November 2026 (11 months remaining)
Last change occurred 1 year ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (9 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Wealth Experts is a financial planning firm that provides clients with financial advice and planning.
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
£622.2K
Increased by £32.96K (+6%)
Turnover
Unreported
Same as previous period
Employees
22
Increased by 2 (+10%)
Total Assets
£677.56K
Decreased by £186.42K (-22%)
Total Liabilities
-£303.1K
Decreased by £286.31K (-49%)
Net Assets
£374.46K
Increased by £99.89K (+36%)
Debt Ratio (%)
45%
Decreased by 23.49% (-34%)
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Repayment History
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