Wingate Wealth Management Limited
Wingate Wealth Management Limited is an active company incorporated on 10 January 2008 with the registered office located in Caterham, Surrey. Wingate Wealth Management Limited was registered 17 years ago.
Status
Active
Active since incorporation
Company No
06469596
Private limited company
Age
17 years
Incorporated 10 January 2008
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 13 April 2025 (4 months ago)
Next confirmation dated 13 April 2026
Due by 27 April 2026 (7 months remaining)
Last change occurred 4 months ago
Accounts
Submitted
For period 1 Mar ⟶ 28 Feb 2025 (12 months)
Accounts type is Small
Next accounts for period 28 February 2026
Due by 30 November 2026 (1 year 2 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Benjamin David Clarke and Paul Robert Weeks are mutual people.
Active
Benjamin David Clarke and Paul Robert Weeks are mutual people.
Active
Benjamin David Clarke and Paul Robert Weeks are mutual people.
Active
Benjamin David Clarke and Paul Robert Weeks are mutual people.
Active
Brands
Wingate Financial Planning is a firm of Chartered Financial Planners based in Caterham, Surrey.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
28 Feb 2025
For period 28 Feb ⟶ 28 Feb 2025
Traded for 12 months
Cash in Bank
£1.35M
Increased by £371.13K (+38%)
Turnover
Unreported
Same as previous period
Employees
27
Decreased by 1 (-4%)
Total Assets
£1.61M
Increased by £414.28K (+35%)
Total Liabilities
-£695.04K
Increased by £202.04K (+41%)
Net Assets
£911.07K
Increased by £212.24K (+30%)
Debt Ratio (%)
43%
Increased by 1.91% (+5%)
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Repayment History
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