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 (5 months ago)
Next confirmation dated 15 August 2026
Due by 29 August 2026 (7 months remaining)
Last change occurred 4 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Brands
New Forest Wealth Management Ltd provides wealth management advice, helping clients identify, develop, and implement financial strategies.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
Traded for 12 months
Cash in Bank
£405.96K
Increased by £182.85K (+82%)
Turnover
Unreported
Same as previous period
Employees
21
Increased by 1 (+5%)
Total Assets
£4.75M
Increased by £1.53M (+47%)
Total Liabilities
-£3.45M
Increased by £1.17M (+51%)
Net Assets
£1.29M
Increased by £353.59K (+38%)
Debt Ratio (%)
73%
Increased by 1.91% (+3%)
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Repayment History
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