Watermark Wealth Management Limited
Watermark Wealth Management Limited is an active company incorporated on 11 September 2012 with the registered office located in Burnham-on-Sea, Somerset. Watermark Wealth Management Limited was registered 13 years ago.
Status
Active
Active since 11 years ago
Company No
08210691
Private limited company
Age
13 years
Incorporated 11 September 2012
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 11 March 2025 (6 months ago)
Next confirmation dated 11 March 2026
Due by 25 March 2026 (6 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Unaudited Abridged
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Shareholders, PSCs & Group Structure
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Brands
Watermark Wealth Management is a financial planning firm that provides advice and strategies to clients regarding their financial future.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£368.19K
Increased by £144.94K (+65%)
Turnover
Unreported
Same as previous period
Employees
15
Same as previous period
Total Assets
£822.6K
Increased by £45.85K (+6%)
Total Liabilities
-£86.66K
Decreased by £18.98K (-18%)
Net Assets
£735.94K
Increased by £64.83K (+10%)
Debt Ratio (%)
11%
Decreased by 3.07% (-23%)
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Repayment History
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