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True Wealth Management Limited

True Wealth Management Limited is an active company incorporated on 12 July 2011 with the registered office located in Plymouth, Devon. True Wealth Management Limited was registered 14 years ago.
Status
Active
Active since 12 years ago
Company No
07702656
Private limited company
Age
14 years
Incorporated 12 July 2011
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 May 2025 (3 months ago)
Next confirmation dated 16 May 2026
Due by 30 May 2026 (8 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 Apr29 Oct 2024 (7 months)
Accounts type is Micro Entity
Next accounts for period 29 October 2025
Due by 29 July 2026 (10 months remaining)
Contact
Address
The Apex Brest Road Derriford Business Park
Derriford
Plymouth
PL6 5FL
United Kingdom
Address changed on 1 Jul 2025 (2 months ago)
Previous address was Stonyroyd House Cumberland Road Leeds LS6 2EF
Telephone
01132883145
Email
Unreported
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Secretary • Secretary
Director • British • Lives in England • Born in Feb 1970
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Director • British • Lives in England • Born in Jul 1975
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
Shareholders, PSCs & Group Structure
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
29 Oct 2024
For period 29 Mar29 Oct 2024
Traded for 7 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£98.49K
Increased by £38.67K (+65%)
Total Liabilities
-£67.09K
Increased by £28.2K (+73%)
Net Assets
£31.4K
Increased by £10.47K (+50%)
Debt Ratio (%)
68%
Increased by 3.11% (+5%)
Latest Activity
Micro Accounts Submitted
11 Days Ago on 27 Aug 2025
Registered Address Changed
2 Months Ago on 1 Jul 2025
True Financial Partnerships Limited (PSC) Details Changed
2 Months Ago on 1 Jul 2025
Accounting Period Shortened
3 Months Ago on 28 May 2025
Confirmation Submitted
3 Months Ago on 17 May 2025
Ms Susan Marie Puddephatt Details Changed
8 Months Ago on 12 Dec 2024
Registers Moved To Inspection Address
9 Months Ago on 28 Nov 2024
Ms Susan Marie Puddephatt Appointed
10 Months Ago on 30 Oct 2024
True Financial Partnerships Limited (PSC) Appointed
1 Year 5 Months Ago on 9 Apr 2024
True Wealth Planning Solutions Limited (PSC) Resigned
1 Year 5 Months Ago on 9 Apr 2024
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Documents
Micro company accounts made up to 29 October 2024
Submitted on 27 Aug 2025
Change of details for True Financial Partnerships Limited as a person with significant control on 1 July 2025
Submitted on 1 Jul 2025
Registered office address changed from Stonyroyd House Cumberland Road Leeds LS6 2EF to The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL on 1 July 2025
Submitted on 1 Jul 2025
Previous accounting period shortened from 31 March 2025 to 29 October 2024
Submitted on 28 May 2025
Confirmation statement made on 16 May 2025 with updates
Submitted on 17 May 2025
Notification of True Financial Partnerships Limited as a person with significant control on 9 April 2024
Submitted on 8 May 2025
Cessation of True Wealth Planning Solutions Limited as a person with significant control on 9 April 2024
Submitted on 8 May 2025
Director's details changed for Ms Susan Marie Puddephatt on 12 December 2024
Submitted on 16 Dec 2024
Statement of capital following an allotment of shares on 30 October 2024
Submitted on 6 Dec 2024
Register(s) moved to registered inspection location Woodwater House Pynes Hill Exeter EX2 5WR
Submitted on 28 Nov 2024
Repayment History
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