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Schroder Wealth Management (Us) Limited

Schroder Wealth Management (Us) Limited is an active company incorporated on 9 May 2017 with the registered office located in London, City of London. Schroder Wealth Management (Us) Limited was registered 8 years ago.
Status
Active
Active since incorporation
Company No
10761882
Private limited company
Age
8 years
Incorporated 9 May 2017
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 17 October 2024 (10 months ago)
Next confirmation dated 17 October 2025
Due by 31 October 2025 (1 month remaining)
Last change occurred 5 years ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (23 days remaining)
Contact
Address
1 London Wall Place
London
EC2Y 5AU
England
Same address for the past 7 years
Telephone
020 76586000
Email
Unreported
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in Jul 1973
Director • Investment Manager • British • Lives in UK • Born in Nov 1980
Director • Financial Controller • British • Lives in England • Born in Jun 1981
Schroder Wealth Holdings Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Schroder & Co. Limited
Helen Louise Fitzgerald and Schroder Corporate Services Limited are mutual people.
Active
Sand Aire Limited
Schroder Corporate Services Limited and Helen Louise Fitzgerald are mutual people.
Active
Cazenove New Europe Staff Interest Limited
Schroder Corporate Services Limited and Helen Louise Fitzgerald are mutual people.
Active
Cazenove New Europe (Ppi) Limited
Schroder Corporate Services Limited and Helen Louise Fitzgerald are mutual people.
Active
Cazenove New Europe (CFM1) Limited
Schroder Corporate Services Limited and Helen Louise Fitzgerald are mutual people.
Active
Best Practice Ifa Group Limited
Schroder Corporate Services Limited and Helen Louise Fitzgerald are mutual people.
Active
Whitley Asset Management Ltd
Schroder Corporate Services Limited and Dominic Peter Corti Emmerson are mutual people.
Active
Fusion Wealth Limited
Schroder Corporate Services Limited and Helen Louise Fitzgerald are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2017–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£2.77M
Increased by £588K (+27%)
Turnover
£2.89M
Increased by £270K (+10%)
Employees
Unreported
Same as previous period
Total Assets
£3.87M
Increased by £824K (+27%)
Total Liabilities
-£1.53M
Increased by £429K (+39%)
Net Assets
£2.34M
Increased by £395K (+20%)
Debt Ratio (%)
40%
Increased by 3.36% (+9%)
Latest Activity
Helen Louise Fitzgerald Resigned
5 Days Ago on 1 Sep 2025
Mr Toby James Glover Details Changed
6 Months Ago on 12 Feb 2025
Confirmation Submitted
10 Months Ago on 23 Oct 2024
Full Accounts Submitted
1 Year Ago on 16 Aug 2024
Confirmation Submitted
1 Year 10 Months Ago on 24 Oct 2023
Full Accounts Submitted
2 Years Ago on 15 Aug 2023
Mary Anne Daly Resigned
2 Years 3 Months Ago on 15 May 2023
Mr Toby James Glover Appointed
2 Years 3 Months Ago on 15 May 2023
Confirmation Submitted
2 Years 10 Months Ago on 21 Oct 2022
Confirmation Submitted
2 Years 11 Months Ago on 26 Sep 2022
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Documents
Termination of appointment of Helen Louise Fitzgerald as a director on 1 September 2025
Submitted on 3 Sep 2025
Director's details changed for Mr Toby James Glover on 12 February 2025
Submitted on 17 Feb 2025
Confirmation statement made on 17 October 2024 with no updates
Submitted on 23 Oct 2024
Full accounts made up to 31 December 2023
Submitted on 16 Aug 2024
Confirmation statement made on 17 October 2023 with no updates
Submitted on 24 Oct 2023
Full accounts made up to 31 December 2022
Submitted on 15 Aug 2023
Termination of appointment of Mary Anne Daly as a director on 15 May 2023
Submitted on 17 May 2023
Appointment of Mr Toby James Glover as a director on 15 May 2023
Submitted on 16 May 2023
Confirmation statement made on 17 October 2022 with no updates
Submitted on 21 Oct 2022
Confirmation statement made on 21 September 2022 with no updates
Submitted on 26 Sep 2022
Repayment History
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