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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 (6 months ago)
Next confirmation dated 17 February 2026
Due by 3 March 2026 (5 months remaining)
Last change occurred 6 months ago
Accounts
Due Soon
For period 1 Mar29 Feb 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2024
Due by 30 September 2025 (23 days remaining)
Contact
Address
Lancaster House
Foxhole Road
Chorley
PR7 1NY
England
Address changed on 31 Oct 2024 (10 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
5
Shareholders
1
Controllers (PSC)
1
Director • Director • Secretary • Chief Financial Officer • British • Lives in England • Born in May 1981
Director • British • Lives in UK • Born in Jun 1959
Director • Chief Regulatory Officer • British • Lives in England • Born in Mar 1974
PFM Group Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
P.W. White And Partners Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Perspective (Springfield) Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Goldwyns Wealth Management Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Millfield Osceola Financial Consultancy Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Fortitude Financial Planning Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Prosperity (Holdings) Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Whittington Goddard Associates Ltd
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Gurwin Ltd
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
29 Feb 2024
For period 1 Mar29 Feb 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£320.62K
Increased by £99.55K (+45%)
Total Liabilities
-£35.09K
Increased by £14.82K (+73%)
Net Assets
£285.53K
Increased by £84.73K (+42%)
Debt Ratio (%)
11%
Increased by 1.78% (+19%)
Latest Activity
Confirmation Submitted
6 Months Ago on 18 Feb 2025
Accounting Period Shortened
9 Months Ago on 5 Dec 2024
Registered Address Changed
10 Months Ago on 31 Oct 2024
Julie Suzanne Hepworth Resigned
10 Months Ago on 28 Oct 2024
Mr David John Philip Hesketh Appointed
10 Months Ago on 28 Oct 2024
Ms Julie Suzanne Hepworth Appointed
10 Months Ago on 28 Oct 2024
Mr David John Philip Hesketh Appointed
10 Months Ago on 28 Oct 2024
Keith Mason Resigned
10 Months Ago on 28 Oct 2024
Pfm Group Limited (PSC) Appointed
10 Months Ago on 28 Oct 2024
Keith Mason (PSC) Resigned
10 Months Ago on 28 Oct 2024
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Documents
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
Appointment of Ms Julie Suzanne Hepworth as a director on 28 October 2024
Submitted on 28 Oct 2024
Appointment of Mr David John Philip Hesketh as a secretary 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
Termination of appointment of Keith Mason as a director on 28 October 2024
Submitted on 28 Oct 2024
Cessation of Keith Mason as a person with significant control on 28 October 2024
Submitted on 28 Oct 2024
Appointment of Mr David John Philip Hesketh as a director on 28 October 2024
Submitted on 28 Oct 2024
Repayment History
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