Athena Wealth Planning Limited
Athena Wealth Planning Limited is an active company incorporated on 16 June 2014 with the registered office located in Epsom, Surrey. Athena Wealth Planning Limited was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09086612
Private limited company
Age
11 years
Incorporated 16 June 2014
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 9 July 2025 (3 months ago)
Next confirmation dated 9 July 2026
Due by 23 July 2026 (9 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 31 May ⟶ 31 May 2025 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 4 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Athena Wealth Planning is an independent financial advisory firm that provides financial planning services.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 May 2025
For period 31 May ⟶ 31 May 2025
Traded for 12 months
Cash in Bank
£374.17K
Increased by £109.69K (+41%)
Turnover
Unreported
Same as previous period
Employees
9
Same as previous period
Total Assets
£458.09K
Increased by £180.73K (+65%)
Total Liabilities
-£122.58K
Increased by £34.86K (+40%)
Net Assets
£335.51K
Increased by £145.87K (+77%)
Debt Ratio (%)
27%
Decreased by 4.87% (-15%)
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Repayment History
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