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Temple Wealth Management Ltd

Temple Wealth Management Ltd is an active company incorporated on 4 August 2010 with the registered office located in Fareham, Hampshire. Temple Wealth Management Ltd was registered 15 years ago.
Status
Active
Active since incorporation
Company No
07335886
Private limited company
Age
15 years
Incorporated 4 August 2010
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 4 August 2025 (1 month ago)
Next confirmation dated 4 August 2026
Due by 18 August 2026 (11 months remaining)
Last change occurred 25 days ago
Accounts
Submitted
For period 1 Sep ⟶ 31 Aug 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 August 2025
Due by 31 May 2026 (8 months remaining)
Learn more about Temple Wealth Management Ltd
Contact
Address
2nd Floor Artillery House
Fort Fareham Business Park, Newgate Lane
Fareham
PO14 1AH
Same address since incorporation
Telephone
01329282882
Email
Available in Endole App
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People
Officers
3
Shareholders
2
Controllers (PSC)
2
Mr Simon Ereira
Director • PSC • Financial Adviser • British • Lives in England • Born in Apr 1962
Mr Neil Albert Prosser
Director • PSC • Financial Advisor • British • Lives in England • Born in Mar 1957
Ms Sarah Jane Geraghty
Director • Paraplanner • British • Lives in England • Born in Jan 1976
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Shareholders, PSCs & Group Structure
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Mutual Companies
Temple Paraplanning Limited
Mr Neil Albert Prosser and Ms Sarah Jane Geraghty are mutual people.
Active
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Brands
Temple Wealth Management
Temple Wealth Management is a financial advisory firm established in 2010, providing financial advice for individuals and businesses.
Temple Paraplanning
Temple Paraplanning is a service that supports Independent Financial Advisers (IFAs) by managing the administrative and research tasks associated with wealth management.
Temple Health Cover
Temple Health Cover provides private medical insurance and lifestyle protection services, ensuring clients have access to medical treatments and financial security.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Aug 2024
For period 31 Aug ⟶ 31 Aug 2024
Traded for 12 months
Cash in Bank
£901.38K
Increased by £46.64K (+5%)
Turnover
Unreported
Same as previous period
Employees
19
Decreased by 5 (-21%)
Total Assets
£1.05M
Increased by £155.44K (+17%)
Total Liabilities
-£135.73K
Increased by £9.03K (+7%)
Net Assets
£918.28K
Increased by £146.41K (+19%)
Debt Ratio (%)
13%
Decreased by 1.22% (-9%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
25 Days Ago on 18 Aug 2025
Full Accounts Submitted
10 Months Ago on 13 Nov 2024
Confirmation Submitted
1 Year 1 Month Ago on 12 Aug 2024
Full Accounts Submitted
1 Year 7 Months Ago on 7 Feb 2024
Confirmation Submitted
2 Years Ago on 16 Aug 2023
Full Accounts Submitted
2 Years 10 Months Ago on 4 Nov 2022
Confirmation Submitted
3 Years Ago on 11 Aug 2022
Full Accounts Submitted
3 Years Ago on 17 Nov 2021
Confirmation Submitted
4 Years Ago on 6 Aug 2021
Full Accounts Submitted
4 Years Ago on 2 Nov 2020
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Get Credit Report
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Documents
Confirmation statement made on 4 August 2025 with updates
Submitted on 18 Aug 2025
Total exemption full accounts made up to 31 August 2024
Submitted on 13 Nov 2024
Confirmation statement made on 4 August 2024 with no updates
Submitted on 12 Aug 2024
Total exemption full accounts made up to 31 August 2023
Submitted on 7 Feb 2024
Confirmation statement made on 4 August 2023 with no updates
Submitted on 16 Aug 2023
Total exemption full accounts made up to 31 August 2022
Submitted on 4 Nov 2022
Confirmation statement made on 4 August 2022 with no updates
Submitted on 11 Aug 2022
Total exemption full accounts made up to 31 August 2021
Submitted on 17 Nov 2021
Confirmation statement made on 4 August 2021 with no updates
Submitted on 6 Aug 2021
Total exemption full accounts made up to 31 August 2020
Submitted on 2 Nov 2020
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Repayment History
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