Puleston Wealth Management Ltd
Puleston Wealth Management Ltd is an active company incorporated on 5 February 2013 with the registered office located in Warrington, Cheshire. Puleston Wealth Management Ltd was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08389899
Private limited company
Age
12 years
Incorporated 5 February 2013
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 5 February 2025 (10 months ago)
Next confirmation dated 5 February 2026
Due by 19 February 2026 (2 months remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Mar ⟶ 31 Mar 2025 (1 year 1 month)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year remaining)
Shareholders, PSCs & Group Structure
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Brands
Puleston Wealth Management Ltd is a financial advisory firm that provides investment and retirement planning services.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2025)
Period Ended
31 Mar 2025
For period 2 Mar ⟶ 31 Mar 2025
Traded for 13 months
Cash in Bank
£68.29K
Increased by £9.64K (+16%)
Turnover
Unreported
Same as previous period
Employees
5
Decreased by 1 (-17%)
Total Assets
£636.5K
Increased by £195.88K (+44%)
Total Liabilities
-£124.74K
Increased by £20.83K (+20%)
Net Assets
£511.76K
Increased by £175.05K (+52%)
Debt Ratio (%)
20%
Decreased by 3.98% (-17%)
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Repayment History
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