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Keith Mason Wealth Management Limited

Keith Mason Wealth Management Limited is an active company incorporated on 6 February 2018 with the registered office located in Chorley, Lancashire. Keith Mason Wealth Management Limited was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11191214
Private limited company
Age
7 years
Incorporated 6 February 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 17 February 2025 (11 months ago)
Next confirmation dated 17 February 2026
Due by 3 March 2026 (1 month remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Mar31 Dec 2024 (10 months)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
Contact
Address
Lancaster House
Foxhole Road
Chorley
PR7 1NY
England
Address changed on 31 Oct 2024 (1 year 2 months ago)
Previous address was Room 117a Lombard House 12 - 17 Upper Bridge Street Canterbury Kent CT1 2NF England
Telephone
Unreported
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • Secretary • Chief Financial Officer • British • Lives in England • Born in May 1981
PFM Group Limited
PSC
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David John Philip Hesketh is a mutual person.
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David John Philip Hesketh is a mutual person.
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Stafford & Co. Ltd
David John Philip Hesketh is a mutual person.
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Millfield Osceola Financial Consultancy Limited
David John Philip Hesketh is a mutual person.
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Fortitude Financial Planning Limited
David John Philip Hesketh is a mutual person.
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Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
31 Dec 2024
For period 2 Mar31 Dec 2024
Traded for 10 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£264.22K
Decreased by £56.41K (-18%)
Total Liabilities
-£1.56K
Decreased by £33.53K (-96%)
Net Assets
£262.66K
Decreased by £22.87K (-8%)
Debt Ratio (%)
1%
Decreased by 10.36% (-95%)
Latest Activity
Subsidiary Accounts Submitted
3 Months Ago on 13 Oct 2025
Confirmation Submitted
11 Months Ago on 18 Feb 2025
Accounting Period Shortened
1 Year 1 Month Ago on 5 Dec 2024
Registered Address Changed
1 Year 2 Months Ago on 31 Oct 2024
Julie Suzanne Hepworth Resigned
1 Year 2 Months Ago on 28 Oct 2024
Mr David John Philip Hesketh Appointed
1 Year 2 Months Ago on 28 Oct 2024
Ms Julie Suzanne Hepworth Appointed
1 Year 2 Months Ago on 28 Oct 2024
Mr David John Philip Hesketh Appointed
1 Year 2 Months Ago on 28 Oct 2024
Keith Mason Resigned
1 Year 2 Months Ago on 28 Oct 2024
Pfm Group Limited (PSC) Appointed
1 Year 2 Months Ago on 28 Oct 2024
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Documents
Audit exemption subsidiary accounts made up to 31 December 2024
Submitted on 13 Oct 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/24
Submitted on 13 Oct 2025
Audit exemption statement of guarantee by parent company for period ending 31/12/24
Submitted on 23 Sep 2025
Notice of agreement to exemption from audit of accounts for period ending 31/12/24
Submitted on 23 Sep 2025
Confirmation statement made on 17 February 2025 with updates
Submitted on 18 Feb 2025
Current accounting period shortened from 28 February 2025 to 31 December 2024
Submitted on 5 Dec 2024
Termination of appointment of Julie Suzanne Hepworth as a director on 28 October 2024
Submitted on 7 Nov 2024
Registered office address changed from Room 117a Lombard House 12 - 17 Upper Bridge Street Canterbury Kent CT1 2NF England to Lancaster House Foxhole Road Chorley PR7 1NY on 31 October 2024
Submitted on 31 Oct 2024
Cessation of Keith Mason as a person with significant control on 28 October 2024
Submitted on 28 Oct 2024
Notification of Pfm Group Limited as a person with significant control on 28 October 2024
Submitted on 28 Oct 2024
Repayment History
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