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Concise Wealth Management Limited

Concise Wealth Management Limited is an active company incorporated on 17 June 2010 with the registered office located in Paignton, Devon. Concise Wealth Management Limited was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07287601
Private limited company
Age
15 years
Incorporated 17 June 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 June 2025 (2 months ago)
Next confirmation dated 16 June 2026
Due by 30 June 2026 (9 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
Wealth And Business Centre
123 Torquay Road
Paignton
Devon
TQ3 2SG
England
Address changed on 26 Oct 2022 (2 years 10 months ago)
Previous address was Withycombe Lodge 123 Torquay Road Paignton Devon TQ3 2SG England
Telephone
01803551999
Email
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • PSC • British • Lives in England • Born in Oct 1979
PSC • Director • British • Lives in UK • Born in Sep 1974
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
6
Decreased by 1 (-14%)
Total Assets
£467.96K
Decreased by £37.36K (-7%)
Total Liabilities
-£242.25K
Decreased by £29.2K (-11%)
Net Assets
£225.71K
Decreased by £8.16K (-3%)
Debt Ratio (%)
52%
Decreased by 1.95% (-4%)
Latest Activity
Confirmation Submitted
2 Months Ago on 16 Jun 2025
Micro Accounts Submitted
3 Months Ago on 10 Jun 2025
Micro Accounts Submitted
1 Year Ago on 10 Sep 2024
Confirmation Submitted
1 Year 2 Months Ago on 28 Jun 2024
Mrs Louise Cheryl Worden (PSC) Details Changed
1 Year 3 Months Ago on 1 Jun 2024
Mrs Louise Cheryl Worden (PSC) Details Changed
1 Year 3 Months Ago on 1 Jun 2024
Mr Andrew Worden (PSC) Details Changed
1 Year 3 Months Ago on 1 Jun 2024
Mrs Louise Cheryl Worden Details Changed
2 Years 2 Months Ago on 27 Jun 2023
Mr Andrew Worden (PSC) Details Changed
2 Years 2 Months Ago on 27 Jun 2023
Mrs Louise Cheryl Worden (PSC) Details Changed
2 Years 2 Months Ago on 27 Jun 2023
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Documents
Particulars of variation of rights attached to shares
Submitted on 28 Aug 2025
Change of share class name or designation
Submitted on 28 Aug 2025
Resolutions
Submitted on 28 Aug 2025
Resolutions
Submitted on 28 Aug 2025
Resolutions
Submitted on 28 Aug 2025
Particulars of variation of rights attached to shares
Submitted on 28 Aug 2025
Change of share class name or designation
Submitted on 28 Aug 2025
Memorandum and Articles of Association
Submitted on 28 Aug 2025
Confirmation statement made on 16 June 2025 with updates
Submitted on 16 Jun 2025
Micro company accounts made up to 31 December 2024
Submitted on 10 Jun 2025
Repayment History
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