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 (8 months ago)
Next confirmation dated 14 December 2025
Due by 28 December 2025 (3 months remaining)
Last change occurred 8 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 (1 year remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 5 more are mutual people.
Active
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 5 more are mutual people.
Active
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 5 more are mutual people.
Active
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Michelmores Secretaries Limited, Stephen David Willis, 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 (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec ⟶ 31 Dec 2023
Traded for 12 months
Cash in Bank
£7.7M
Increased by £1.16M (+18%)
Turnover
£60.16M
Decreased by £1.95M (-3%)
Employees
Unreported
Same as previous period
Total Assets
£26.2M
Decreased by £7.12M (-21%)
Total Liabilities
-£6.35M
Decreased by £11.65M (-65%)
Net Assets
£19.85M
Increased by £4.53M (+30%)
Debt Ratio (%)
24%
Decreased by 29.78% (-55%)
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Repayment History
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