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Glennan Wealth Management Limited

Glennan Wealth Management Limited is an active company incorporated on 25 February 2013 with the registered office located in Leeds, West Yorkshire. Glennan Wealth Management Limited was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08416853
Private limited company
Age
12 years
Incorporated 25 February 2013
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 13 October 2024 (11 months ago)
Next confirmation dated 13 October 2025
Due by 27 October 2025 (1 month remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Mar30 Nov 2023 (9 months)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2025
Due by 28 February 2026 (5 months remaining)
Contact
Address
Leodis House 11 Pavilion Business Park
Royds Hall Road
Leeds
LS12 6AJ
England
Address changed on 11 Dec 2023 (1 year 9 months ago)
Previous address was 35 Westgate Huddersfield West Yorkshire HD1 1PA
Telephone
01133884885
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in Apr 1967
Director • British • Lives in UK • Born in Sep 1961
Larkspur Bidco Limited
PSC
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Mutual Companies
Future Life Wealth Management Ltd
Simon John Cocking and Philip Organ are mutual people.
Active
Larkspur Bidco Limited
Simon John Cocking and Philip Organ are mutual people.
Active
MSM Independent Financial Services Limited
Simon John Cocking is a mutual person.
Active
Leodis Wealth Limited
Philip Organ is a mutual person.
Active
Yorkshire Premier Financial Services Limited
Simon John Cocking and Philip Organ are mutual people.
Dissolved
Leodis Wealth Financial Planning Limited
Simon John Cocking and Philip Organ are mutual people.
Dissolved
Brands
Glennan Wealth Management Ltd
Glennan Wealth Management is a wealth management company based in West Yorkshire, specialising in financial planning and investment management.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2023)
Period Ended
30 Nov 2023
For period 2 Mar30 Nov 2023
Traded for 9 months
Cash in Bank
£144.56K
Decreased by £114.62K (-44%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£274.83K
Decreased by £128.49K (-32%)
Total Liabilities
-£112.25K
Decreased by £205.46K (-65%)
Net Assets
£162.58K
Increased by £76.96K (+90%)
Debt Ratio (%)
41%
Decreased by 37.93% (-48%)
Latest Activity
Accounting Period Extended
1 Month Ago on 26 Jul 2025
Philip Organ Resigned
5 Months Ago on 31 Mar 2025
Confirmation Submitted
10 Months Ago on 22 Oct 2024
Full Accounts Submitted
1 Year Ago on 29 Aug 2024
Accounting Period Shortened
1 Year 5 Months Ago on 21 Mar 2024
Registered Address Changed
1 Year 9 Months Ago on 11 Dec 2023
Charge Satisfied
1 Year 9 Months Ago on 11 Dec 2023
Mr Philip Organ Appointed
1 Year 9 Months Ago on 7 Dec 2023
Glennan Wealth Management Holdings Limited (PSC) Resigned
1 Year 9 Months Ago on 7 Dec 2023
Mr Simon John Cocking Appointed
1 Year 9 Months Ago on 7 Dec 2023
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Documents
Previous accounting period extended from 30 November 2024 to 31 May 2025
Submitted on 26 Jul 2025
Termination of appointment of Philip Organ as a director on 31 March 2025
Submitted on 2 Apr 2025
Confirmation statement made on 13 October 2024 with updates
Submitted on 22 Oct 2024
Total exemption full accounts made up to 30 November 2023
Submitted on 29 Aug 2024
Previous accounting period shortened from 28 February 2024 to 30 November 2023
Submitted on 21 Mar 2024
Particulars of variation of rights attached to shares
Submitted on 10 Jan 2024
Memorandum and Articles of Association
Submitted on 10 Jan 2024
Change of share class name or designation
Submitted on 10 Jan 2024
Resolutions
Submitted on 10 Jan 2024
Resolutions
Submitted on 3 Jan 2024
Repayment History
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