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Primera Wealth Management Limited
Primera Wealth Management Limited is an active company incorporated on 19 April 2017 with the registered office located in Chorley, Lancashire. Primera Wealth Management Limited was registered 8 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
10728499
Private limited company
Age
8 years
Incorporated
19 April 2017
Size
Micro
Turnover is under
£1M
Under
10 employees
Confirmation
Submitted
Dated
18 April 2025
(6 months ago)
Next confirmation dated
18 April 2026
Due by
2 May 2026
(6 months remaining)
Last change occurred
1 year 5 months ago
Accounts
Submitted
For period
1 Oct
⟶
31 Dec 2024
(1 year 3 months)
Accounts type is
Audit Exemption Subsidiary
Next accounts for period
31 December 2025
Due by
30 September 2026
(11 months remaining)
Learn more about Primera Wealth Management Limited
Contact
Update Details
Address
Lancaster House Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
England
Address changed on
16 Nov 2023
(1 year 11 months ago)
Previous address was
The Lodge, Beacon End Farmhouse London Road Stanway Colchester Essex CO3 0NQ England
Companies in PR7 1NY
Telephone
01245 847900
Email
Unreported
Website
Primerawealthmanagement.co.uk
See All Contacts
People
Officers
4
Shareholders
1
Controllers (PSC)
1
David John Philip Hesketh
Director • British • Lives in England • Born in May 1981
Julie Suzanne Hepworth
Director • British • Lives in England • Born in Mar 1974
Neil Donnelly
Director • British • Lives in England • Born in Jul 1967
Ian Mitcheal Wilkinson
Director • British • Lives in England • Born in Nov 1970
PFM Group Limited
PSC
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Shareholders, PSCs & Group Structure
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Mutual Companies
Fortitude Financial Planning Limited
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
Prosperity (Holdings) Limited
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
Whittington Goddard Associates Ltd
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
Hawley & Wood Limited
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
Prosperity (GB) Limited
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
Accord Financial Management Limited
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
Copthorne Financial Services Ltd
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
McGechie Ltd
Julie Suzanne Hepworth, David John Philip Hesketh, and 1 more are mutual people.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
31 Dec 2024
For period
1 Oct
⟶
31 Dec 2024
Traded for
15 months
Cash in Bank
Unreported
Decreased by £671.92K (-100%)
Turnover
Unreported
Same as previous period
Employees
4
Decreased by 6 (-60%)
Total Assets
£1.11M
Increased by £200.11K (+22%)
Total Liabilities
-£32.46K
Decreased by £105.65K (-76%)
Net Assets
£1.08M
Increased by £305.76K (+40%)
Debt Ratio (%)
3%
Decreased by 12.28% (-81%)
See 10 Year Full Financials
Latest Activity
Subsidiary Accounts Submitted
15 Days Ago on 7 Oct 2025
Confirmation Submitted
5 Months Ago on 7 May 2025
Full Accounts Submitted
1 Year 4 Months Ago on 21 Jun 2024
Neil Donnelly Resigned
1 Year 4 Months Ago on 13 Jun 2024
Confirmation Submitted
1 Year 5 Months Ago on 13 May 2024
Accounting Period Extended
1 Year 11 Months Ago on 20 Nov 2023
Registered Address Changed
1 Year 11 Months Ago on 16 Nov 2023
Ms Julie Suzanne Hepworth Appointed
1 Year 11 Months Ago on 15 Nov 2023
Mr Ian Wilkinson Appointed
1 Year 11 Months Ago on 15 Nov 2023
Mr David Hesketh Appointed
1 Year 11 Months Ago on 15 Nov 2023
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Get Credit Report
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Documents
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 7 Oct 2025
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 7 Oct 2025
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 23 Sep 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 23 Sep 2025
Confirmation statement made on 18 April 2025 with no updates
Submitted on 7 May 2025
Termination of appointment of Neil Donnelly as a director on 13 June 2024
Submitted on 5 Aug 2024
Total exemption full accounts made up to 30 September 2023
Submitted on 21 Jun 2024
Confirmation statement made on 18 April 2024 with updates
Submitted on 13 May 2024
Current accounting period extended from 30 September 2024 to 31 December 2024
Submitted on 20 Nov 2023
Appointment of Mr Ian Wilkinson as a director on 15 November 2023
Submitted on 16 Nov 2023
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Repayment History
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