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New Forest Wealth Management Limited

New Forest Wealth Management Limited is an active company incorporated on 16 August 2012 with the registered office located in Woking, Surrey. New Forest Wealth Management Limited was registered 13 years ago.
Status
Active
Active since 9 years ago
Company No
08181768
Private limited company
Age
13 years
Incorporated 16 August 2012
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 15 August 2025 (27 days ago)
Next confirmation dated 15 August 2026
Due by 29 August 2026 (11 months remaining)
Last change occurred 8 days ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Learn more about New Forest Wealth Management Limited
Contact
Address
Chancery House
30 St Johns Road
Woking
Surrey
GU21 7SA
United Kingdom
Same address for the past 9 years
Telephone
02381244266
Email
Unreported
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People
Officers
2
Shareholders
1
Controllers (PSC)
1
Mr Adam Michael Johnson
Director • PSC • Financial Advisor • British • Lives in UK • Born in Mar 1979
Mrs Victoria Anne Hodgson
Director • British • Lives in UK • Born in Nov 1978
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Shareholders, PSCs & Group Structure
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Mutual Companies
Heritage Will Writing Limited
Mr Adam Michael Johnson is a mutual person.
Active
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Brands
New Forest Wealth Management Ltd
New Forest Wealth Management Ltd provides wealth management advice, helping clients identify, develop, and implement financial strategies.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£223.11K
Decreased by £109.28K (-33%)
Turnover
Unreported
Same as previous period
Employees
20
Increased by 1 (+5%)
Total Assets
£3.22M
Decreased by £81.58K (-2%)
Total Liabilities
-£2.28M
Decreased by £310.77K (-12%)
Net Assets
£937.12K
Increased by £229.19K (+32%)
Debt Ratio (%)
71%
Decreased by 7.66% (-10%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
8 Days Ago on 3 Sep 2025
Full Accounts Submitted
9 Months Ago on 26 Nov 2024
Confirmation Submitted
1 Year Ago on 15 Aug 2024
Full Accounts Submitted
2 Years Ago on 31 Aug 2023
Confirmation Submitted
2 Years Ago on 23 Aug 2023
Charge Satisfied
2 Years 11 Months Ago on 3 Oct 2022
Full Accounts Submitted
2 Years 11 Months Ago on 21 Sep 2022
Confirmation Submitted
3 Years Ago on 1 Sep 2022
Confirmation Submitted
4 Years Ago on 27 Aug 2021
Full Accounts Submitted
4 Years Ago on 15 Jul 2021
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Get Credit Report
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Documents
Confirmation statement made on 15 August 2025 with updates
Submitted on 3 Sep 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 26 Nov 2024
Confirmation statement made on 15 August 2024 with updates
Submitted on 15 Aug 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 31 Aug 2023
Confirmation statement made on 15 August 2023 with updates
Submitted on 23 Aug 2023
Satisfaction of charge 081817680001 in full
Submitted on 3 Oct 2022
Total exemption full accounts made up to 31 March 2022
Submitted on 21 Sep 2022
Confirmation statement made on 15 August 2022 with updates
Submitted on 1 Sep 2022
Confirmation statement made on 15 August 2021 with updates
Submitted on 27 Aug 2021
Total exemption full accounts made up to 31 March 2021
Submitted on 15 Jul 2021
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Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
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