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Unity Wealth Management Limited

Unity Wealth Management Limited is an active company incorporated on 17 May 2007 with the registered office located in Fareham, Hampshire. Unity Wealth Management Limited was registered 18 years ago.
Status
Active
Active since incorporation
Company No
06250715
Private limited company
Age
18 years
Incorporated 17 May 2007
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 17 June 2025 (2 months ago)
Next confirmation dated 17 June 2026
Due by 1 July 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
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Contact
Address
7 The Gardens
Fareham
Hampshire
PO16 8SS
Same address for the past 12 years
Telephone
01329888494
Email
Unreported
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People
Officers
4
Shareholders
1
Controllers (PSC)
1
Mrs Yvonne Bartlett
Director • Operations Director • English • Lives in England • Born in Apr 1980
Miss Jacqueline ANN Matthews
Director • Compliance Director • British • Lives in England • Born in Apr 1966
Mr Greg John Simkin
Director • Independent Financial Adviser • British • Lives in UK • Born in Jun 1975
Mrs Sarah Jane Simkin
Secretary • British • Lives in UK • Born in Oct 1976
Unity Wealth Holdings Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
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Brands
Unity Wealth Management
Unity Wealth Management is a family-run financial planning and wealth management firm based in Fareham, Hampshire.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
£406.16K
Decreased by £182.38K (-31%)
Turnover
Unreported
Same as previous period
Employees
9
Same as previous period
Total Assets
£1.56M
Decreased by £183.81K (-11%)
Total Liabilities
-£807.43K
Decreased by £437.13K (-35%)
Net Assets
£757.06K
Increased by £253.33K (+50%)
Debt Ratio (%)
52%
Decreased by 19.58% (-28%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
2 Months Ago on 25 Jun 2025
New Charge Registered
3 Months Ago on 22 May 2025
Full Accounts Submitted
8 Months Ago on 8 Jan 2025
Confirmation Submitted
1 Year 2 Months Ago on 17 Jun 2024
Full Accounts Submitted
1 Year 7 Months Ago on 26 Jan 2024
Confirmation Submitted
2 Years 2 Months Ago on 20 Jun 2023
Full Accounts Submitted
2 Years 10 Months Ago on 2 Nov 2022
New Charge Registered
2 Years 10 Months Ago on 20 Oct 2022
Confirmation Submitted
3 Years Ago on 1 Jul 2022
Mrs Sarah Jane Simkin Details Changed
3 Years Ago on 27 Jan 2022
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Documents
Confirmation statement made on 17 June 2025 with updates
Submitted on 25 Jun 2025
Registration of charge 062507150002, created on 22 May 2025
Submitted on 2 Jun 2025
Total exemption full accounts made up to 30 September 2024
Submitted on 8 Jan 2025
Confirmation statement made on 17 June 2024 with updates
Submitted on 17 Jun 2024
Total exemption full accounts made up to 30 September 2023
Submitted on 26 Jan 2024
Confirmation statement made on 17 June 2023 with updates
Submitted on 20 Jun 2023
Total exemption full accounts made up to 30 September 2022
Submitted on 2 Nov 2022
Registration of charge 062507150001, created on 20 October 2022
Submitted on 26 Oct 2022
Confirmation statement made on 17 June 2022 with updates
Submitted on 1 Jul 2022
Director's details changed for Mr Greg John Simkin on 27 January 2022
Submitted on 27 Jan 2022
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Repayment History
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