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Balmoral Wealth Management Limited

Balmoral Wealth Management Limited is an active company incorporated on 18 August 2011 with the registered office located in Southport, Merseyside. Balmoral Wealth Management Limited was registered 14 years ago.
Status
Active
Active since incorporation
Company No
07745769
Private limited company
Age
14 years
Incorporated 18 August 2011
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 2 September 2025 (2 months ago)
Next confirmation dated 2 September 2026
Due by 16 September 2026 (10 months remaining)
Last change occurred 2 years 2 months 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 (6 months remaining)
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Contact Update Details
Address
139-141 Cambridge Road
Churchtown
Southport
PR9 7LN
United Kingdom
Address changed on 7 Dec 2023 (1 year 11 months ago)
Previous address was C/O Dsg, Chartered Accountants Castle Chambers 43 Castle Street Liverpool L2 9TL United Kingdom
Telephone
01704507111
Email
Available in Endole App
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People
Officers
1
Shareholders
5
Controllers (PSC)
2
Paul Anthony Davies
Director • British • Lives in UK • Born in Oct 1963
Miss Sarah Jayne Arends
PSC • British • Lives in UK • Born in Mar 1966
Paul Anthony Davies
PSC • British • Lives in UK • Born in Oct 1963
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Shareholders, PSCs & Group Structure
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Mutual Companies
Balmoral Estates Limited
Paul Anthony Davies is a mutual person.
Active
J.S.I. Holdings Limited
Paul Anthony Davies is a mutual person.
Active
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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
£61.8K
Decreased by £46.86K (-43%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£259.48K
Decreased by £46.34K (-15%)
Total Liabilities
-£145.31K
Decreased by £4.81K (-3%)
Net Assets
£114.17K
Decreased by £41.53K (-27%)
Debt Ratio (%)
56%
Increased by 6.91% (+14%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
2 Months Ago on 3 Sep 2025
Full Accounts Submitted
5 Months Ago on 14 May 2025
Confirmation Submitted
1 Year 1 Month Ago on 17 Sep 2024
Full Accounts Submitted
1 Year 5 Months Ago on 3 Jun 2024
Registered Address Changed
1 Year 11 Months Ago on 7 Dec 2023
Confirmation Submitted
2 Years 2 Months Ago on 5 Sep 2023
Full Accounts Submitted
2 Years 4 Months Ago on 14 Jun 2023
Confirmation Submitted
3 Years Ago on 5 Sep 2022
Full Accounts Submitted
3 Years Ago on 23 May 2022
Clare Porter Resigned
4 Years Ago on 25 Aug 2021
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Documents
Confirmation statement made on 2 September 2025 with no updates
Submitted on 3 Sep 2025
Total exemption full accounts made up to 31 August 2024
Submitted on 14 May 2025
Confirmation statement made on 2 September 2024 with no updates
Submitted on 17 Sep 2024
Total exemption full accounts made up to 31 August 2023
Submitted on 3 Jun 2024
Registered office address changed from C/O Dsg, Chartered Accountants Castle Chambers 43 Castle Street Liverpool L2 9TL United Kingdom to 139-141 Cambridge Road Churchtown Southport PR9 7LN on 7 December 2023
Submitted on 7 Dec 2023
Confirmation statement made on 2 September 2023 with updates
Submitted on 5 Sep 2023
Total exemption full accounts made up to 31 August 2022
Submitted on 14 Jun 2023
Change of share class name or designation
Submitted on 20 Oct 2022
Confirmation statement made on 2 September 2022 with no updates
Submitted on 5 Sep 2022
Total exemption full accounts made up to 31 August 2021
Submitted on 23 May 2022
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Repayment History
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