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Ip Wealth Management Limited

Ip Wealth Management Limited is an active company incorporated on 8 October 2012 with the registered office located in Ossett, West Yorkshire. Ip Wealth Management Limited was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08244150
Private limited company
Age
12 years
Incorporated 8 October 2012
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 8 October 2024 (11 months ago)
Next confirmation dated 8 October 2025
Due by 22 October 2025 (1 month remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
Unit 5 Westgate Court
Silkwood Park
Ossett
West Yorkshire
WF5 9TT
United Kingdom
Same address for the past 6 years
Telephone
01924 200241
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in May 1976
Director • British • Lives in UK • Born in Nov 1984
Prosperity Associates (UK) Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
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Sterling Partnership Limited
Nikky Broumley is a mutual person.
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Pure Financial Services Limited
Nikky Broumley is a mutual person.
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Total Financial Services Limited
Nikky Broumley is a mutual person.
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Prosperity Associates (UK) Limited
Nikky Broumley is a mutual person.
Active
Professional Financial Care Limited
Nikky Broumley is a mutual person.
Active
Prosperity Financial Holdings Limited
Nikky Broumley is a mutual person.
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Brands
IP Wealth Management
IP Wealth Management offers financial services designed to address individual client needs.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£94K
Decreased by £117.16K (-55%)
Turnover
Unreported
Same as previous period
Employees
32
Decreased by 6 (-16%)
Total Assets
£11.61M
Increased by £2M (+21%)
Total Liabilities
-£11.51M
Increased by £2.13M (+23%)
Net Assets
£107K
Decreased by £128.13K (-54%)
Debt Ratio (%)
99%
Increased by 1.53% (+2%)
Latest Activity
Full Accounts Submitted
2 Days Ago on 8 Sep 2025
Confirmation Submitted
11 Months Ago on 8 Oct 2024
Full Accounts Submitted
1 Year 1 Month Ago on 8 Aug 2024
Mr Darren Bedford Appointed
1 Year 3 Months Ago on 14 May 2024
Richard Meredith Resigned
1 Year 6 Months Ago on 16 Feb 2024
Heather Sophia Massarella Resigned
1 Year 6 Months Ago on 15 Feb 2024
Mrs Hannah Ruth Stacey Appointed
1 Year 6 Months Ago on 15 Feb 2024
Confirmation Submitted
1 Year 11 Months Ago on 8 Oct 2023
Full Accounts Submitted
1 Year 11 Months Ago on 26 Sep 2023
Gavin Mark Stacey Resigned
1 Year 11 Months Ago on 18 Sep 2023
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 8 Sep 2025
Confirmation statement made on 8 October 2024 with updates
Submitted on 8 Oct 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 8 Aug 2024
Appointment of Mr Darren Bedford as a director on 14 May 2024
Submitted on 16 May 2024
Appointment of Mrs Hannah Ruth Stacey as a secretary on 15 February 2024
Submitted on 16 Feb 2024
Termination of appointment of Richard Meredith as a director on 16 February 2024
Submitted on 16 Feb 2024
Termination of appointment of Heather Sophia Massarella as a secretary on 15 February 2024
Submitted on 16 Feb 2024
Confirmation statement made on 8 October 2023 with no updates
Submitted on 8 Oct 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 26 Sep 2023
Termination of appointment of Gavin Mark Stacey as a director on 18 September 2023
Submitted on 21 Sep 2023
Repayment History
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