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Dartington Wealth Management Limited

Dartington Wealth Management Limited is an active company incorporated on 30 April 2015 with the registered office located in Cambridge, Cambridgeshire. Dartington Wealth Management Limited was registered 10 years ago.
Status
Active
Active since 9 years ago
Company No
09568543
Private limited company
Age
10 years
Incorporated 30 April 2015
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Due Soon
Dated 12 September 2024 (12 months ago)
Next confirmation dated 12 September 2025
Due by 26 September 2025 (18 days remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jul31 Dec 2024 (6 months)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
4 Clifton Court
Cambridge
CB1 7BN
England
Address changed on 3 May 2022 (3 years ago)
Previous address was C/O Malcolm Coury 5B Clifton Court Cambridge CB1 7BN United Kingdom
Telephone
01223211122
Email
Unreported
People
Officers
4
Shareholders
3
Controllers (PSC)
1
Director • Swedish • Lives in Sweden • Born in Sep 1977
Director • Director & Chartered Financial Planner • British • Lives in England • Born in Dec 1989
Director • Chairman • British • Lives in England • Born in Aug 1959
Director • Ifa • Lives in UK • Born in Dec 1965
Dartington Wealth Holdings Limited
PSC
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Mutual Companies
Coury & Company Limited
Malcolm Richard Coury is a mutual person.
Active
Balcombe Road Management Company Limited
Malcolm Richard Coury is a mutual person.
Active
Provisio Holdings Limited
Mr Andrew Peter Maximiliian Coury is a mutual person.
Active
10 Poole Road RTM Company Limited
Malcolm Richard Coury is a mutual person.
Active
Dartington Wealth Holdings Limited
Mr Andrew Peter Maximiliian Coury is a mutual person.
Active
Assetfirst Portfolios LLP
Andrew Graham Whiteley is a mutual person.
Active
Brands
Dartington Wealth Management
Dartington Wealth Management is a Chartered Financial Planning firm that offers independent financial advice and wealth management services.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 1 Jul31 Dec 2024
Traded for 6 months
Cash in Bank
£943.38K
Increased by £198.69K (+27%)
Turnover
Unreported
Same as previous period
Employees
18
Increased by 2 (+13%)
Total Assets
£6.56M
Increased by £5.23M (+391%)
Total Liabilities
-£584.22K
Increased by £226.22K (+63%)
Net Assets
£5.98M
Increased by £5M (+512%)
Debt Ratio (%)
9%
Decreased by 17.91% (-67%)
Latest Activity
Full Accounts Submitted
9 Days Ago on 29 Aug 2025
Shares Consolidated
2 Months Ago on 7 Jul 2025
Accounting Period Shortened
2 Months Ago on 12 Jun 2025
Dartington Wealth Holdings Limited (PSC) Appointed
3 Months Ago on 29 May 2025
Andrew Peter Maximiliian Coury (PSC) Resigned
3 Months Ago on 29 May 2025
Mr Andrew Graham Whiteley Appointed
10 Months Ago on 30 Oct 2024
Full Accounts Submitted
11 Months Ago on 23 Sep 2024
Confirmation Submitted
11 Months Ago on 13 Sep 2024
Full Accounts Submitted
1 Year 5 Months Ago on 26 Mar 2024
Mr Malcolm Richard Coury Details Changed
1 Year 7 Months Ago on 1 Feb 2024
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 29 Aug 2025
Resolutions
Submitted on 7 Jul 2025
Resolutions
Submitted on 7 Jul 2025
Change of share class name or designation
Submitted on 7 Jul 2025
Consolidation of shares on 29 May 2025
Submitted on 7 Jul 2025
Notification of Dartington Wealth Holdings Limited as a person with significant control on 29 May 2025
Submitted on 2 Jul 2025
Cessation of Andrew Peter Maximiliian Coury as a person with significant control on 29 May 2025
Submitted on 2 Jul 2025
Second filing of a statement of capital following an allotment of shares on 30 October 2024
Submitted on 30 Jun 2025
Statement of capital following an allotment of shares on 29 May 2025
Submitted on 30 Jun 2025
Previous accounting period shortened from 30 June 2025 to 31 December 2024
Submitted on 12 Jun 2025
Repayment History
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