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Avidity Wealth Management Limited
Avidity Wealth Management Limited is an active company incorporated on 29 April 2010 with the registered office located in St. Albans, Hertfordshire. Avidity Wealth Management Limited was registered 15 years ago.
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Status
Active
Active since
incorporation
Company No
07239722
Private limited company
Age
15 years
Incorporated
29 April 2010
Size
Small
Balance sheet is under
£7.5M
Under
50 employees
Confirmation
Submitted
Dated
29 April 2025
(4 months ago)
Next confirmation dated
29 April 2026
Due by
13 May 2026
(8 months remaining)
Last change occurred
8 years ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2025
(12 months)
Accounts type is
Unaudited Abridged
Next accounts for period
31 March 2026
Due by
31 December 2026
(1 year 3 months remaining)
Learn more about Avidity Wealth Management Limited
Contact
Address
Suite 1 Phoenix House
63 Campfield Road
St Albans
Hertfordshire
AL1 5FL
Same address for the past
15 years
Companies in AL1 5FL
Telephone
01727898880
Email
Available in Endole App
Website
Aviditywealthmanagement.com
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People
Officers
4
Shareholders
1
Controllers (PSC)
1
Mr Tim John Yates
Director • Financial Adviser • British • Lives in England • Born in Mar 1967
Mr Roger Huw Davis
Director • Financial Adviser • British • Lives in England • Born in Jun 1974
Mr James Robert Chamberlain
Director • Financial Adviser • British • Lives in England • Born in Sep 1991
Mr Robert Anthony Clark
Director • Financial Adviser • British • Lives in England • Born in Apr 1988
Avidity Wealth Management Holdings Ltd
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Avidity Wealth Management Holdings Limited
Mr Roger Huw Davis, Mr Tim John Yates, and 2 more are mutual people.
Active
Tyjy Limited
Mr Roger Huw Davis and Mr Tim John Yates are mutual people.
Active
03773083 Ltd
Mr Tim John Yates is a mutual person.
Dissolved
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Brands
Avidity Wealth Management
Avidity Wealth Management is a financial planning practice that focuses on understanding client needs and objectives.
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
£1.66M
Increased by £498.68K (+43%)
Turnover
Unreported
Same as previous period
Employees
22
Decreased by 2 (-8%)
Total Assets
£3.62M
Increased by £1.12M (+45%)
Total Liabilities
-£2.76M
Increased by £694.73K (+34%)
Net Assets
£855.41K
Increased by £428.2K (+100%)
Debt Ratio (%)
76%
Decreased by 6.52% (-8%)
See 10 Year Full Financials
Latest Activity
Abridged Accounts Submitted
2 Months Ago on 1 Jul 2025
Confirmation Submitted
4 Months Ago on 30 Apr 2025
Abridged Accounts Submitted
1 Year 1 Month Ago on 31 Jul 2024
Confirmation Submitted
1 Year 4 Months Ago on 10 May 2024
Abridged Accounts Submitted
2 Years 1 Month Ago on 10 Aug 2023
Confirmation Submitted
2 Years 4 Months Ago on 10 May 2023
Peter David Rex Ambrose (PSC) Resigned
2 Years 4 Months Ago on 24 Apr 2023
Tim John Yates (PSC) Resigned
2 Years 4 Months Ago on 24 Apr 2023
Peter David Rex Ambrose Resigned
2 Years 4 Months Ago on 19 Apr 2023
New Charge Registered
2 Years 4 Months Ago on 18 Apr 2023
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Documents
Unaudited abridged accounts made up to 31 March 2025
Submitted on 1 Jul 2025
Confirmation statement made on 29 April 2025 with no updates
Submitted on 30 Apr 2025
Unaudited abridged accounts made up to 31 March 2024
Submitted on 31 Jul 2024
Confirmation statement made on 29 April 2024 with no updates
Submitted on 10 May 2024
Unaudited abridged accounts made up to 31 March 2023
Submitted on 10 Aug 2023
Confirmation statement made on 29 April 2023 with no updates
Submitted on 10 May 2023
Cessation of Tim John Yates as a person with significant control on 24 April 2023
Submitted on 10 May 2023
Cessation of Peter David Rex Ambrose as a person with significant control on 24 April 2023
Submitted on 10 May 2023
Termination of appointment of Peter David Rex Ambrose as a director on 19 April 2023
Submitted on 19 Apr 2023
Registration of charge 072397220001, created on 18 April 2023
Submitted on 18 Apr 2023
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Repayment History
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