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Swan Wealth Management Limited

Swan Wealth Management Limited is an active company incorporated on 18 November 2010 with the registered office located in Bristol, Somerset. Swan Wealth Management Limited was registered 14 years ago.
Status
Active
Active since incorporation
Company No
07444470
Private limited company
Age
14 years
Incorporated 18 November 2010
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Due Soon
Dated 23 September 2024 (11 months ago)
Next confirmation dated 23 September 2025
Due by 7 October 2025 (22 days remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
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Contact
Address
Barley Wood Barn The Walled Garden
Long Lane
Wrington
Bristol
BS40 5SA
England
Same address for the past 4 years
Telephone
01934862300
Email
Unreported
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People
Officers
2
Shareholders
2
Controllers (PSC)
1
Mr Matthew Swan
Director • PSC • Financial Adviser • British • Lives in UK • Born in Jul 1980
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£541.84K
Increased by £22.88K (+4%)
Turnover
Unreported
Same as previous period
Employees
5
Decreased by 2 (-29%)
Total Assets
£2.03M
Increased by £147.54K (+8%)
Total Liabilities
-£406.61K
Increased by £10.47K (+3%)
Net Assets
£1.62M
Increased by £137.07K (+9%)
Debt Ratio (%)
20%
Decreased by 1.01% (-5%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
2 Months Ago on 9 Jul 2025
Confirmation Submitted
10 Months Ago on 5 Nov 2024
Full Accounts Submitted
11 Months Ago on 27 Sep 2024
Confirmation Submitted
1 Year 9 Months Ago on 24 Nov 2023
Full Accounts Submitted
2 Years Ago on 4 Sep 2023
Confirmation Submitted
2 Years 10 Months Ago on 4 Nov 2022
Full Accounts Submitted
3 Years Ago on 17 Jun 2022
Confirmation Submitted
3 Years Ago on 14 Oct 2021
Registered Address Changed
4 Years Ago on 21 Jun 2021
Full Accounts Submitted
4 Years Ago on 26 Apr 2021
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 9 Jul 2025
Confirmation statement made on 23 September 2024 with no updates
Submitted on 5 Nov 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 27 Sep 2024
Confirmation statement made on 14 October 2023 with no updates
Submitted on 24 Nov 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 4 Sep 2023
Confirmation statement made on 14 October 2022 with no updates
Submitted on 4 Nov 2022
Total exemption full accounts made up to 31 December 2021
Submitted on 17 Jun 2022
Confirmation statement made on 14 October 2021 with updates
Submitted on 14 Oct 2021
Registered office address changed from Boyces Building 40-42 Regent Street Clifton Bristol BS8 4HU England to Barley Wood Barn the Walled Garden Long Lane Wrington Bristol BS40 5SA on 21 June 2021
Submitted on 21 Jun 2021
Total exemption full accounts made up to 31 December 2020
Submitted on 26 Apr 2021
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Repayment History
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