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Edwards Wealth Ltd

Edwards Wealth Ltd is an active company incorporated on 22 September 2014 with the registered office located in Cirencester, Gloucestershire. Edwards Wealth Ltd was registered 10 years ago.
Status
Active
Active since 10 years ago
Company No
09229694
Private limited company
Age
10 years
Incorporated 22 September 2014
Size
Small
Turnover is under £15M
Under 50 employees
Confirmation
Submitted
Dated 13 June 2025 (2 months ago)
Next confirmation dated 13 June 2026
Due by 27 June 2026 (9 months remaining)
Last change occurred 1 year 2 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
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Contact
Address
St. James's Place House
1 Tetbury Road
Cirencester
England
GL7 1FP
England
Address changed on 20 May 2022 (3 years ago)
Previous address was Brooklands Barn Wootton Lane Balsall Common Coventry CV7 7BS United Kingdom
Telephone
01676530606
Email
Unreported
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People
Officers
4
Shareholders
1
Controllers (PSC)
1
Robert Preston
Director • Managing Director • British • Lives in UK • Born in Jan 1973
Jonathan Peter Claridge
Director • Head Of Division - Acquisition Services • British • Lives in England • Born in Dec 1982
Mark Alan Rogers
Director • Director Of Lmbu • British • Lives in England • Born in Jul 1966
St. James's Place Acquisition Services Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Lewington Wealth Management Limited
Jonathan Peter Claridge, St. James's Place Corporate Secretary Limited, and 1 more are mutual people.
Active
Reflect Financial Limited
Jonathan Peter Claridge and St. James's Place Corporate Secretary Limited are mutual people.
Active
Ian Cockbain Wealth Management Limited
Jonathan Peter Claridge and St. James's Place Corporate Secretary Limited are mutual people.
Active
Future Proof Limited
Jonathan Peter Claridge and St. James's Place Corporate Secretary Limited are mutual people.
Active
Fortura Financial Partners Limited
Jonathan Peter Claridge and St. James's Place Corporate Secretary Limited are mutual people.
Active
M.H.S. (Holdings) Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
St. James's Place Unit Trust Group Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
Dartington Portfolio Nominees Limited
St. James's Place Corporate Secretary Limited is a mutual person.
Active
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Brands
Edwards Wealth Ltd
Edwards Wealth Ltd is a Principal Partner Practice of St.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£3.33M
Increased by £689.99K (+26%)
Turnover
£5.17M
Increased by £260.23K (+5%)
Employees
24
Increased by 2 (+9%)
Total Assets
£9.29M
Decreased by £519K (-5%)
Total Liabilities
-£1.05M
Decreased by £149.5K (-12%)
Net Assets
£8.24M
Decreased by £369.51K (-4%)
Debt Ratio (%)
11%
Decreased by 0.92% (-8%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
2 Months Ago on 24 Jun 2025
Subsidiary Accounts Submitted
2 Months Ago on 11 Jun 2025
Robert Preston Resigned
8 Months Ago on 31 Dec 2024
Confirmation Submitted
1 Year 2 Months Ago on 13 Jun 2024
Subsidiary Accounts Submitted
1 Year 3 Months Ago on 5 Jun 2024
Confirmation Submitted
2 Years 2 Months Ago on 19 Jun 2023
Subsidiary Accounts Submitted
2 Years 3 Months Ago on 31 May 2023
Mr Mark Rogers Appointed
2 Years 3 Months Ago on 30 May 2023
Tina Hetherington Resigned
2 Years 4 Months Ago on 28 Apr 2023
Accounting Period Shortened
2 Years 8 Months Ago on 4 Jan 2023
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Documents
Confirmation statement made on 13 June 2025 with no updates
Submitted on 24 Jun 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 11 Jun 2025
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 11 Jun 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 11 Jun 2025
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 11 Jun 2025
Termination of appointment of Robert Preston as a director on 31 December 2024
Submitted on 8 Jan 2025
Confirmation statement made on 13 June 2024 with updates
Submitted on 13 Jun 2024
Audit exemption statement of guarantee by parent company for period ending 31/12/23
Submitted on 5 Jun 2024
Notice of agreement to exemption from audit of accounts for period ending 31/12/23
Submitted on 5 Jun 2024
Consolidated accounts of parent company for subsidiary company period ending 31/12/23
Submitted on 5 Jun 2024
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Repayment History
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