Egr Wealth Limited
Egr Wealth Limited is an active company incorporated on 18 November 2010 with the registered office located in London, City of London. Egr Wealth Limited was registered 14 years ago.
Status
Active
Active since incorporation
Company No
07443787
Private limited company
Age
14 years
Incorporated 18 November 2010
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 18 November 2024 (9 months ago)
Next confirmation dated 18 November 2025
Due by 2 December 2025 (2 months remaining)
Last change occurred 1 year 9 months ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Full
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Umer Farooq and Christopher Peter Long are mutual people.
Active
Jonathan Hall is a mutual person.
Active
Christopher Peter Long is a mutual person.
Active
Christopher Peter Long is a mutual person.
Active
Christopher Peter Long is a mutual person.
Active
Brands
EGR Wealth is a Discretionary Fund Manager (DFM) that provides Model Portfolio investment services to approved and regulated Financial Advisors.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
£24.41K
Increased by £8.44K (+53%)
Turnover
£310.82K
Decreased by £409 (-0%)
Employees
4
Decreased by 1 (-20%)
Total Assets
£401.54K
Increased by £11.64K (+3%)
Total Liabilities
-£101.81K
Increased by £8.2K (+9%)
Net Assets
£299.73K
Increased by £3.44K (+1%)
Debt Ratio (%)
25%
Increased by 1.35% (+6%)
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Repayment History
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