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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
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 February 2025 (7 months ago)
Next confirmation dated 5 February 2026
Due by 19 February 2026 (5 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Mar ⟶ 29 Feb 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 Puleston Wealth Management Ltd
Contact
Address
Springside 21 Arley Road
Appleton
Warrington
Cheshire
WA4 4RN
Same address since incorporation
Telephone
01925341947
Email
Available in Endole App
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People
Officers
1
Shareholders
1
Controllers (PSC)
1
Mr Simon Puleston
Director • PSC • Financial Planning And Wealth Management • British • Lives in UK • Born in Mar 1981
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Shareholders, PSCs & Group Structure
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Mutual Companies
Puleston Estate Management Ltd
Mr Simon Puleston is a mutual person.
Dissolved
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Brands
Puleston Wealth Management Ltd
Puleston Wealth Management Ltd is a financial advisory firm that provides investment and retirement planning services.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
28 Feb 2023
For period 28 Feb ⟶ 28 Feb 2023
Traded for 12 months
Cash in Bank
£58.65K
Increased by £47.45K (+424%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£440.63K
Increased by £154.44K (+54%)
Total Liabilities
-£103.91K
Decreased by £2.22K (-2%)
Net Assets
£336.72K
Increased by £156.66K (+87%)
Debt Ratio (%)
24%
Decreased by 13.5% (-36%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
7 Months Ago on 6 Feb 2025
Sarah Puleston (PSC) Resigned
9 Months Ago on 11 Dec 2024
Mr Simon Puleston (PSC) Details Changed
9 Months Ago on 11 Dec 2024
Accounting Period Extended
9 Months Ago on 15 Nov 2024
Full Accounts Submitted
10 Months Ago on 30 Oct 2024
Confirmation Submitted
1 Year 7 Months Ago on 5 Feb 2024
Full Accounts Submitted
1 Year 9 Months Ago on 21 Nov 2023
Confirmation Submitted
2 Years 7 Months Ago on 6 Feb 2023
Full Accounts Submitted
2 Years 11 Months Ago on 12 Oct 2022
Confirmation Submitted
3 Years Ago on 7 Feb 2022
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Documents
Confirmation statement made on 5 February 2025 with updates
Submitted on 6 Feb 2025
Change of details for Mr Simon Puleston as a person with significant control on 11 December 2024
Submitted on 6 Jan 2025
Cessation of Sarah Puleston as a person with significant control on 11 December 2024
Submitted on 6 Jan 2025
Current accounting period extended from 28 February 2025 to 31 March 2025
Submitted on 15 Nov 2024
Total exemption full accounts made up to 29 February 2024
Submitted on 30 Oct 2024
Confirmation statement made on 5 February 2024 with no updates
Submitted on 5 Feb 2024
Total exemption full accounts made up to 28 February 2023
Submitted on 21 Nov 2023
Confirmation statement made on 5 February 2023 with no updates
Submitted on 6 Feb 2023
Total exemption full accounts made up to 28 February 2022
Submitted on 12 Oct 2022
Confirmation statement made on 5 February 2022 with no updates
Submitted on 7 Feb 2022
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Repayment History
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