Succession Wealth Management Limited
Succession Wealth Management Limited is an active company incorporated on 14 December 2011 with the registered office located in Plymouth, Devon. Succession Wealth Management Limited was registered 13 years ago.
Status
Active
Active since 12 years ago
Company No
07882611
Private limited company
Age
13 years
Incorporated 14 December 2011
Size
Unreported
Confirmation
Submitted
Dated 14 December 2024 (10 months ago)
Next confirmation dated 14 December 2025
Due by 28 December 2025 (2 months remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Susan Marie Puddephatt, Michael Harris, and 5 more are mutual people.
Active
Susan Marie Puddephatt, Michael Harris, and 5 more are mutual people.
Active
Susan Marie Puddephatt, Michael Harris, and 5 more are mutual people.
Active
Susan Marie Puddephatt, Stephen David Willis, and 1 more are mutual people.
Active
Susan Marie Puddephatt, Stephen David Willis, and 1 more are mutual people.
Active
Susan Marie Puddephatt, Stephen David Willis, and 1 more are mutual people.
Active
Stephen David Willis, Mr Simon Roger Marsden, and 1 more are mutual people.
Active
Brands
Succession Wealth is a national financial advice firm that provides independent advice to clients across the UK.
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
£9.27M
Increased by £1.57M (+20%)
Turnover
£54.44M
Decreased by £5.72M (-10%)
Employees
Unreported
Same as previous period
Total Assets
£31.29M
Increased by £5.09M (+19%)
Total Liabilities
-£21.53M
Increased by £15.19M (+239%)
Net Assets
£9.76M
Decreased by £10.09M (-51%)
Debt Ratio (%)
69%
Increased by 44.59% (+184%)
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Repayment History
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