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Panoramic Wealth Management Limited

Panoramic Wealth Management Limited is an active company incorporated on 22 October 2009 with the registered office located in Tunbridge Wells, Kent. Panoramic Wealth Management Limited was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07053723
Private limited company
Age
15 years
Incorporated 22 October 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 8 March 2025 (6 months ago)
Next confirmation dated 8 March 2026
Due by 22 March 2026 (6 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Nov31 Oct 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 October 2025
Due by 31 July 2026 (10 months remaining)
Contact
Address
9 Teise Close
Tunbridge Wells
TN2 5JN
England
Address changed on 12 Dec 2022 (2 years 9 months ago)
Previous address was , 16 Lonsdale Gardens, Tunbridge Wells, TN1 1NU, England
Telephone
01892559555
Email
Unreported
People
Officers
2
Shareholders
3
Controllers (PSC)
2
Director • PSC • None • British • Lives in England • Born in Dec 1960
Mr Ross Gary Jefferies
PSC • British • Lives in England • Born in Sep 1995
Shareholders, PSCs & Group Structure
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Mutual Companies
Panoramic Financial Planning Limited
Mr Gary Arthur Jefferies is a mutual person.
Active
Brands
Panoramic Wealth
Panoramic Wealth is a family-owned financial planning firm with over 140 years of experience in providing personal financial advice and wealth management services.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Oct 2024
For period 31 Oct31 Oct 2024
Traded for 12 months
Cash in Bank
£211.96K
Increased by £28.97K (+16%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£307.47K
Increased by £56.1K (+22%)
Total Liabilities
-£40.19K
Increased by £9.36K (+30%)
Net Assets
£267.28K
Increased by £46.73K (+21%)
Debt Ratio (%)
13%
Increased by 0.81% (+7%)
Latest Activity
Full Accounts Submitted
2 Months Ago on 7 Jul 2025
Confirmation Submitted
6 Months Ago on 10 Mar 2025
Full Accounts Submitted
1 Year 1 Month Ago on 12 Jul 2024
Confirmation Submitted
1 Year 6 Months Ago on 8 Mar 2024
Confirmation Submitted
2 Years 5 Months Ago on 21 Mar 2023
Full Accounts Submitted
2 Years 9 Months Ago on 12 Dec 2022
Registered Address Changed
2 Years 9 Months Ago on 12 Dec 2022
Confirmation Submitted
3 Years Ago on 8 Mar 2022
Mr Gary Arthur Jefferies (PSC) Details Changed
6 Years Ago on 22 Mar 2019
Ross Gary Jefferies (PSC) Appointed
6 Years Ago on 22 Mar 2019
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Documents
Total exemption full accounts made up to 31 October 2024
Submitted on 7 Jul 2025
Confirmation statement made on 8 March 2025 with no updates
Submitted on 10 Mar 2025
Change of details for Mr Gary Arthur Jefferies as a person with significant control on 22 March 2019
Submitted on 20 Sep 2024
Notification of Ross Gary Jefferies as a person with significant control on 22 March 2019
Submitted on 19 Sep 2024
Total exemption full accounts made up to 31 October 2023
Submitted on 12 Jul 2024
Confirmation statement made on 8 March 2024 with no updates
Submitted on 8 Mar 2024
Confirmation statement made on 8 March 2023 with no updates
Submitted on 21 Mar 2023
Registered office address changed from , 16 Lonsdale Gardens, Tunbridge Wells, TN1 1NU, England to 9 Teise Close Tunbridge Wells TN2 5JN on 12 December 2022
Submitted on 12 Dec 2022
Total exemption full accounts made up to 31 October 2022
Submitted on 12 Dec 2022
Confirmation statement made on 8 March 2022 with no updates
Submitted on 8 Mar 2022
Repayment History
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