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Prime Wealth Planning Limited

Prime Wealth Planning Limited is an active company incorporated on 23 March 2012 with the registered office located in Coventry, West Midlands. Prime Wealth Planning Limited was registered 13 years ago.
Status
Active
Active since incorporation
Company No
08003140
Private limited company
Age
13 years
Incorporated 23 March 2012
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 23 March 2025 (7 months ago)
Next confirmation dated 23 March 2026
Due by 6 April 2026 (5 months remaining)
Last change occurred 1 year 7 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
5 Argosy Court
Scimitar Way Whitley Business Park
Coventry
West Midlands
CV3 4GA
Same address since incorporation
Telephone
01217116353
Email
Available in Endole App
People
Officers
4
Shareholders
2
Controllers (PSC)
2
Director • PSC • Financial Advisor • British • Lives in UK • Born in Sep 1976
Director • English • Lives in UK • Born in Jul 1975
Director • Chartered Certified Accountant • British • Lives in England • Born in Aug 1966
Director • Accountant • British • Lives in UK • Born in Aug 1966
Prime Accountants & Business Advisers Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Prime Accountants Group Limited
Kevin Hugh Johns, Jamie Brian Skelding, and 1 more are mutual people.
Active
Prime Accountants & Business Advisers Limited
Kevin Hugh Johns, Jamie Brian Skelding, and 1 more are mutual people.
Active
Newhall Charlotte Limited
Kevin Hugh Johns, Jamie Brian Skelding, and 1 more are mutual people.
Active
Cleargrey Ventures Limited
Kevin Hugh Johns, Jamie Brian Skelding, and 1 more are mutual people.
Active
Solihull Bid Company Limited
Kevin Hugh Johns is a mutual person.
Active
Corner Oak Property Partnership Limited
Jamie Brian Skelding is a mutual person.
Active
MJML Investments Limited
Morgan Neil Davies is a mutual person.
Active
Ehs Investments Limited
Jamie Brian Skelding is a mutual person.
Active
Brands
Prime Wealth
Prime Wealth is a firm of independent financial advisers that assists individuals, business owners, and trustees with financial planning, investment, retirement, and estate planning needs.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
6
Decreased by 1 (-14%)
Total Assets
£339.23K
Decreased by £70.49K (-17%)
Total Liabilities
-£78.12K
Decreased by £41.92K (-35%)
Net Assets
£261.11K
Decreased by £28.57K (-10%)
Debt Ratio (%)
23%
Decreased by 6.27% (-21%)
Latest Activity
Micro Accounts Submitted
4 Months Ago on 4 Jul 2025
Kevin Hugh Johns Resigned
4 Months Ago on 19 Jun 2025
Mr Morgan Neil Davies Appointed
4 Months Ago on 19 Jun 2025
Confirmation Submitted
7 Months Ago on 26 Mar 2025
Micro Accounts Submitted
1 Year 4 Months Ago on 13 Jun 2024
Confirmation Submitted
1 Year 7 Months Ago on 26 Mar 2024
Micro Accounts Submitted
2 Years 4 Months Ago on 4 Jul 2023
Confirmation Submitted
2 Years 7 Months Ago on 3 Apr 2023
Micro Accounts Submitted
3 Years Ago on 6 Sep 2022
Prime Accountants & Business Advisers Limited (PSC) Appointed
4 Years Ago on 7 Apr 2021
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Documents
Micro company accounts made up to 31 December 2024
Submitted on 4 Jul 2025
Termination of appointment of Kevin Hugh Johns as a director on 19 June 2025
Submitted on 20 Jun 2025
Appointment of Mr Morgan Neil Davies as a director on 19 June 2025
Submitted on 20 Jun 2025
Confirmation statement made on 23 March 2025 with no updates
Submitted on 26 Mar 2025
Micro company accounts made up to 31 December 2023
Submitted on 13 Jun 2024
Confirmation statement made on 23 March 2024 with updates
Submitted on 26 Mar 2024
Micro company accounts made up to 31 December 2022
Submitted on 4 Jul 2023
Confirmation statement made on 23 March 2023 with no updates
Submitted on 3 Apr 2023
Notification of Prime Accountants & Business Advisers Limited as a person with significant control on 7 April 2021
Submitted on 21 Dec 2022
Micro company accounts made up to 31 December 2021
Submitted on 6 Sep 2022
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year