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Centurion Wealth Management Limited

Centurion Wealth Management Limited is an active company incorporated on 26 August 2009 with the registered office located in Clevedon, Somerset. Centurion Wealth Management Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
07001057
Private limited company
Age
16 years
Incorporated 26 August 2009
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Due Soon
Dated 23 September 2024 (11 months ago)
Next confirmation dated 23 September 2025
Due by 7 October 2025 (29 days remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
Channel Court
8 Hill Road
Clevedon
BS21 7NE
England
Address changed on 28 Jun 2023 (2 years 2 months ago)
Previous address was Somerset Court Brinsea Road Congresbury Bristol BS49 5JL England
Telephone
01225308330
Email
Available in Endole App
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • Operations Director • British • Lives in England • Born in Jun 1980
Director • Chartered Financial Planner • British • Lives in England • Born in Nov 1983
Director • Independent Financial Advisor • British • Lives in England • Born in Jan 1967
CWM Group Limited
PSC
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Mutual Companies
Professional Financial Planning (South West) Limited
Mr Stuart Ian Doughty is a mutual person.
Active
Brands
Centurion Chartered Financial Planners
Centurion is a General Practice firm of Chartered Financial Planners providing financial and investment advice.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£81.19K
Decreased by £86.31K (-52%)
Turnover
Unreported
Same as previous period
Employees
27
Increased by 3 (+13%)
Total Assets
£895.33K
Increased by £29.18K (+3%)
Total Liabilities
-£235.01K
Increased by £46.6K (+25%)
Net Assets
£660.32K
Decreased by £17.42K (-3%)
Debt Ratio (%)
26%
Increased by 4.5% (+21%)
Latest Activity
Full Accounts Submitted
5 Days Ago on 2 Sep 2025
New Charge Registered
1 Month Ago on 5 Aug 2025
Confirmation Submitted
10 Months Ago on 17 Oct 2024
Full Accounts Submitted
1 Year Ago on 5 Sep 2024
Stephen Andrew Bulman (Trustee of Members of Wbw Solicitors Llp) (PSC) Resigned
1 Year 7 Months Ago on 1 Feb 2024
David Roger Robinson Resigned
1 Year 7 Months Ago on 1 Feb 2024
Justin Osborne (Trustee of Members of Wbw Solicitors Llp) (PSC) Resigned
1 Year 7 Months Ago on 1 Feb 2024
Stephen Andrew Bulman Resigned
1 Year 7 Months Ago on 1 Feb 2024
Thomas James Webb Resigned
1 Year 7 Months Ago on 1 Feb 2024
Cwm Group Limited (PSC) Appointed
1 Year 7 Months Ago on 1 Feb 2024
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 2 Sep 2025
Registration of charge 070010570001, created on 5 August 2025
Submitted on 7 Aug 2025
Confirmation statement made on 23 September 2024 with updates
Submitted on 17 Oct 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 5 Sep 2024
Memorandum and Articles of Association
Submitted on 17 Feb 2024
Cessation of Stuart Ian Doughty as a person with significant control on 1 February 2024
Submitted on 12 Feb 2024
Cessation of David Roger Robinson as a person with significant control on 1 February 2024
Submitted on 12 Feb 2024
Notification of Cwm Group Limited as a person with significant control on 1 February 2024
Submitted on 12 Feb 2024
Termination of appointment of Thomas James Webb as a director on 1 February 2024
Submitted on 12 Feb 2024
Termination of appointment of Stephen Andrew Bulman as a director on 1 February 2024
Submitted on 12 Feb 2024
Repayment History
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