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Professional Wealth Management Investment Services Limited

Professional Wealth Management Investment Services Limited is a liquidation company incorporated on 27 February 2012 with the registered office located in Newcastle upon Tyne, Tyne and Wear. Professional Wealth Management Investment Services Limited was registered 13 years ago.
Status
Liquidation
In voluntary liquidation since 1 month ago
Company No
07965334
Private limited company
Age
13 years
Incorporated 27 February 2012
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 27 February 2025 (6 months ago)
Next confirmation dated 27 February 2026
Due by 13 March 2026 (6 months remaining)
Last change occurred 6 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 (3 months remaining)
Contact
Address
1 Lambton Road
Jesmond
Newcastle Upon Tyne
Tyne & Wear
NE2 4RX
Same address since incorporation
Telephone
01912614804
Email
Available in Endole App
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Jan 1976
Director • British • Lives in England • Born in Aug 1959
Director • British • Lives in England • Born in Jun 1971
Director • British • Lives in England • Born in Oct 1974
IWP Advisory Group Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Clairville York Ltd
Robert Charles Allen, Tony Alan Bullock, and 1 more are mutual people.
Active
Murdoch Asset Management Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
IWP Financial Planning Limited
Robert Charles Allen, Tony Alan Bullock, and 1 more are mutual people.
Active
Omnium Capital Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
Professional Wealth Management Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
Throgmorton Wealth Management Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
Hunter Hammond Daniel Associates Limited
Robert Charles Allen, Tony Alan Bullock, and 1 more are mutual people.
Active
IWP Advisory Services Limited
Alexander John Dominic Easton, Robert Charles Allen, 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
£8.72K
Increased by £3.33K (+62%)
Turnover
£363.05K
Decreased by £38.14K (-10%)
Employees
2
Same as previous period
Total Assets
£799.66K
Increased by £156.97K (+24%)
Total Liabilities
-£21.62K
Decreased by £11.99K (-36%)
Net Assets
£778.04K
Increased by £168.96K (+28%)
Debt Ratio (%)
3%
Decreased by 2.53% (-48%)
Latest Activity
Declaration of Solvency
1 Month Ago on 30 Jul 2025
Voluntary Liquidator Appointed
1 Month Ago on 30 Jul 2025
Mr Tony Alan Bullock Appointed
4 Months Ago on 30 Apr 2025
Robert Charles Allen Resigned
4 Months Ago on 30 Apr 2025
Subsidiary Accounts Submitted
5 Months Ago on 11 Apr 2025
Confirmation Submitted
6 Months Ago on 27 Feb 2025
Philip Cameron Davey Resigned
1 Year Ago on 28 Aug 2024
Mr Robert Charles Allen Appointed
1 Year Ago on 28 Aug 2024
Iwp Advisory Group Limited (PSC) Appointed
1 Year 2 Months Ago on 1 Jul 2024
Iwp Newcastle Limited (PSC) Resigned
1 Year 2 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 Mr Tony Alan Bullock 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 27 February 2025 with updates
Submitted on 27 Feb 2025
Repayment History
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