Abacus Wealth Management Limited
Abacus Wealth Management Limited is an active company incorporated on 29 May 2007 with the registered office located in Hebburn, Tyne and Wear. Abacus Wealth Management Limited was registered 18 years ago.
Status
Active
Active since incorporation
Company No
06261779
Private limited company
Age
18 years
Incorporated 29 May 2007
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 10 March 2025 (6 months ago)
Next confirmation dated 10 March 2026
Due by 24 March 2026 (6 months remaining)
Last change occurred 6 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 3 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Ian Roy White and Julie Forster White are mutual people.
Active
Brands
Abacus Wealth Management Ltd is a financial advisory firm that offers planning and advice for financial management.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£39.37K
Increased by £25.51K (+184%)
Turnover
Unreported
Same as previous period
Employees
7
Same as previous period
Total Assets
£333.29K
Decreased by £11.53K (-3%)
Total Liabilities
-£298.04K
Increased by £7.24K (+2%)
Net Assets
£35.25K
Decreased by £18.76K (-35%)
Debt Ratio (%)
89%
Increased by 5.09% (+6%)
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Repayment History
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