Apogee Wealth Management Limited
Apogee Wealth Management Limited is an active company incorporated on 5 June 2009 with the registered office located in Knutsford, Cheshire. Apogee Wealth Management Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
06925283
Private limited company
Age
16 years
Incorporated 5 June 2009
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 3 January 2025 (8 months ago)
Next confirmation dated 3 January 2026
Due by 17 January 2026 (4 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 May ⟶ 30 Apr 2025 (12 months)
Accounts type is Unaudited Abridged
Next accounts for period 30 April 2026
Due by 31 January 2027 (1 year 4 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Apogee Wealth Management is a Chartered firm of independent financial advisers based in Knutsford.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Apr 2025
For period 30 Apr ⟶ 30 Apr 2025
Traded for 12 months
Cash in Bank
£953.14K
Increased by £399.86K (+72%)
Turnover
Unreported
Same as previous period
Employees
31
Increased by 3 (+11%)
Total Assets
£2.32M
Increased by £620.23K (+36%)
Total Liabilities
-£477.83K
Increased by £153.24K (+47%)
Net Assets
£1.84M
Increased by £467K (+34%)
Debt Ratio (%)
21%
Increased by 1.5% (+8%)
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Repayment History
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