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Crown Wealth Management Limited

Crown Wealth Management Limited is an active company incorporated on 5 October 2006 with the registered office located in Shrewsbury, Shropshire. Crown Wealth Management Limited was registered 19 years ago.
Status
Active
Active since incorporation
Company No
05957611
Private limited company
Age
19 years
Incorporated 5 October 2006
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 October 2025 (1 month ago)
Next confirmation dated 5 October 2026
Due by 19 October 2026 (11 months remaining)
Last change occurred 2 years ago
Accounts
Submitted
For period 1 Jun31 May 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2025
Due by 28 February 2026 (3 months remaining)
Address
Cedar House Sitka Drive
Shrewsbury Business Park
Shrewsbury
Shropshire
SY2 6LG
England
Same address for the past 5 years
Telephone
01743276797
Email
Available in Endole App
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Paraplanner - Financial Services • British • Lives in England • Born in Jun 1976
Director • Independent Financial Adviser • British • Lives in England • Born in May 1961
Secretary • British
CWM Holdings Limited
PSC
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Mutual Companies
No mutual companies found
Brands
Crown Wealth Management
Crown Wealth Management is an independent financial advisory firm based in Shrewsbury.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 May 2024
For period 31 May31 May 2024
Traded for 12 months
Cash in Bank
£195.61K
Decreased by £137.91K (-41%)
Turnover
Unreported
Same as previous period
Employees
9
Decreased by 1 (-10%)
Total Assets
£292.74K
Decreased by £119.45K (-29%)
Total Liabilities
-£44.99K
Decreased by £39.14K (-47%)
Net Assets
£247.75K
Decreased by £80.31K (-24%)
Debt Ratio (%)
15%
Decreased by 5.04% (-25%)
Latest Activity
Confirmation Submitted
22 Days Ago on 16 Oct 2025
Brian Vincent Benson (PSC) Resigned
1 Month Ago on 8 Oct 2025
Tracy Dawn Benson (PSC) Resigned
1 Month Ago on 8 Oct 2025
Cwm Holdings Limited (PSC) Details Changed
1 Month Ago on 8 Oct 2025
Full Accounts Submitted
9 Months Ago on 24 Jan 2025
Confirmation Submitted
1 Year Ago on 18 Oct 2024
Mr Matthew James Clegg Details Changed
1 Year Ago on 18 Oct 2024
Full Accounts Submitted
1 Year 9 Months Ago on 8 Feb 2024
Confirmation Submitted
2 Years Ago on 18 Oct 2023
Brian Vincent Benson (PSC) Appointed
2 Years Ago on 17 Oct 2023
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Documents
Confirmation statement made on 5 October 2025 with no updates
Submitted on 16 Oct 2025
Change of details for Cwm Holdings Limited as a person with significant control on 8 October 2025
Submitted on 8 Oct 2025
Cessation of Tracy Dawn Benson as a person with significant control on 8 October 2025
Submitted on 8 Oct 2025
Cessation of Brian Vincent Benson as a person with significant control on 8 October 2025
Submitted on 8 Oct 2025
Total exemption full accounts made up to 31 May 2024
Submitted on 24 Jan 2025
Director's details changed for Mr Matthew James Clegg on 18 October 2024
Submitted on 18 Oct 2024
Confirmation statement made on 5 October 2024 with no updates
Submitted on 18 Oct 2024
Total exemption full accounts made up to 31 May 2023
Submitted on 8 Feb 2024
Confirmation statement made on 5 October 2023 with updates
Submitted on 18 Oct 2023
Notification of Tracy Dawn Benson as a person with significant control on 17 October 2023
Submitted on 17 Oct 2023
Repayment History
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