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Curzon Wealth Management Limited

Curzon Wealth Management Limited is an active company incorporated on 7 June 2013 with the registered office located in Bridgend, Mid Glamorgan. Curzon Wealth Management Limited was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08561105
Private limited company
Age
12 years
Incorporated 7 June 2013
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 7 June 2025 (5 months ago)
Next confirmation dated 7 June 2026
Due by 21 June 2026 (7 months remaining)
Last change occurred 5 years 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 (10 months remaining)
Address
4 Commercial Street
Ogmore Vale
Bridgend
Mid Glamorgan
CF32 7BL
Wales
Same address for the past 9 years
Telephone
01656842675
Email
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • British • Lives in Wales • Born in Oct 1980
Director • Welsh • Lives in Wales • Born in Nov 1979
Mr Matthew John Curzon
PSC • Welsh • Lives in Wales • Born in Nov 1979
Mrs Samantha Jane Curzon
PSC • British • Lives in Wales • Born in Oct 1980
Shareholders, PSCs & Group Structure
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Mutual Companies
Ra Pugh Wealth Management Limited
Matthew John Curzon and Samantha Jane Curzon are mutual people.
Active
Rose Grace (South Wales) Ltd
Matthew John Curzon is a mutual person.
Active
Phoenix Life And Mortgages Limited
Matthew John Curzon is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£310.34K
Increased by £5.64K (+2%)
Turnover
Unreported
Same as previous period
Employees
12
Decreased by 2 (-14%)
Total Assets
£6.38M
Increased by £233.49K (+4%)
Total Liabilities
-£3.97M
Decreased by £215.91K (-5%)
Net Assets
£2.41M
Increased by £449.4K (+23%)
Debt Ratio (%)
62%
Decreased by 5.88% (-9%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 29 Sep 2025
Confirmation Submitted
4 Months Ago on 25 Jun 2025
Mr Matthew John Curzon (PSC) Details Changed
9 Months Ago on 14 Jan 2025
Mrs Samantha Jane Curzon Details Changed
9 Months Ago on 14 Jan 2025
Mr Matthew John Curzon Details Changed
9 Months Ago on 14 Jan 2025
Mrs Samantha Jane Curzon (PSC) Details Changed
9 Months Ago on 14 Jan 2025
Full Accounts Submitted
10 Months Ago on 11 Dec 2024
Confirmation Submitted
1 Year 4 Months Ago on 24 Jun 2024
Full Accounts Submitted
2 Years 1 Month Ago on 27 Sep 2023
Confirmation Submitted
2 Years 4 Months Ago on 27 Jun 2023
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 29 Sep 2025
Confirmation statement made on 7 June 2025 with no updates
Submitted on 25 Jun 2025
Director's details changed for Mrs Samantha Jane Curzon on 14 January 2025
Submitted on 10 Jun 2025
Change of details for Mr Matthew John Curzon as a person with significant control on 14 January 2025
Submitted on 10 Jun 2025
Director's details changed for Mr Matthew John Curzon on 14 January 2025
Submitted on 10 Jun 2025
Change of details for Mrs Samantha Jane Curzon as a person with significant control on 14 January 2025
Submitted on 10 Jun 2025
Total exemption full accounts made up to 31 December 2023
Submitted on 11 Dec 2024
Confirmation statement made on 7 June 2024 with no updates
Submitted on 24 Jun 2024
Total exemption full accounts made up to 31 December 2022
Submitted on 27 Sep 2023
Confirmation statement made on 7 June 2023 with no updates
Submitted on 27 Jun 2023
Repayment History
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