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Professional Wealth Management (Yorkshire) Limited

Professional Wealth Management (Yorkshire) Limited is a liquidation company incorporated on 17 March 2011 with the registered office located in Newcastle upon Tyne, Tyne and Wear. Professional Wealth Management (Yorkshire) Limited was registered 14 years ago.
Status
Liquidation
In voluntary liquidation since 3 months ago
Company No
07568390
Private limited company
Age
14 years
Incorporated 17 March 2011
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 17 March 2025 (7 months ago)
Next confirmation dated 17 March 2026
Due by 31 March 2026 (4 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 March 2025
Due by 31 December 2025 (1 month remaining)
Address
1 Lambton Road
Jesmond
Newcastle Upon Tyne
NE2 4RX
Same address since incorporation
Telephone
01912614804
Email
Unreported
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Independent Financial Adviser • British • Lives in UK • Born in Nov 1960
Director • British • Lives in England • Born in May 1976
Director • Independent Financial Adviser • British • Lives in England • Born in Apr 1960
Director • British • Lives in England • Born in Oct 1974
Director • British • Lives in England • Born in Jan 1976
Shareholders, PSCs & Group Structure
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Mutual Companies
Professional Wealth Management Limited
Robert Charles Allen, Helen Michele Thornton, and 2 more are mutual people.
Active
Rixon Matthews Appleyard (Financial Services) Limited
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
IWP Financial Planning Limited
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
AGL Wealth Management Limited
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
AWM-Ifa Ltd
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
Independent Wealth Planners UK Limited
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
IWP Advisory Group Limited
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
IWP Advisory Holdings Limited
Robert Charles Allen, Helen Michele Thornton, and 1 more are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£10.11K
Increased by £7.97K (+374%)
Turnover
£159.09K
Increased by £2.03K (+1%)
Employees
1
Same as previous period
Total Assets
£275.09K
Increased by £61.33K (+29%)
Total Liabilities
-£16.67K
Decreased by £1.67K (-9%)
Net Assets
£258.43K
Increased by £63K (+32%)
Debt Ratio (%)
6%
Decreased by 2.52% (-29%)
Latest Activity
Declaration of Solvency
3 Months Ago on 30 Jul 2025
Voluntary Liquidator Appointed
3 Months Ago on 30 Jul 2025
Mrs Helen Michele Thornton Appointed
6 Months Ago on 30 Apr 2025
Robert Charles Allen Resigned
6 Months Ago on 30 Apr 2025
Subsidiary Accounts Submitted
6 Months Ago on 11 Apr 2025
Confirmation Submitted
7 Months Ago on 26 Mar 2025
Andrew Thomas Mcardle Resigned
1 Year 2 Months Ago on 28 Aug 2024
Stephen Denham Dickinson Resigned
1 Year 2 Months Ago on 28 Aug 2024
Mr Robert Charles Allen Appointed
1 Year 2 Months Ago on 28 Aug 2024
Iwp Advisory Group Limited (PSC) Appointed
1 Year 4 Months Ago on 1 Jul 2024
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Documents
Appointment of a voluntary liquidator
Submitted on 30 Jul 2025
Resolutions
Submitted on 30 Jul 2025
Declaration of solvency
Submitted on 30 Jul 2025
Appointment of Mrs Helen Michele Thornton as a director on 30 April 2025
Submitted on 13 May 2025
Termination of appointment of Robert Charles Allen as a director on 30 April 2025
Submitted on 13 May 2025
Notice of agreement to exemption from audit of accounts for period ending 31/03/24
Submitted on 11 Apr 2025
Audit exemption statement of guarantee by parent company for period ending 31/03/24
Submitted on 11 Apr 2025
Consolidated accounts of parent company for subsidiary company period ending 31/03/24
Submitted on 11 Apr 2025
Audit exemption subsidiary accounts made up to 31 March 2024
Submitted on 11 Apr 2025
Confirmation statement made on 17 March 2025 with updates
Submitted on 26 Mar 2025
Repayment History
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