Poole Graham Wealth Consultancy Ltd
Poole Graham Wealth Consultancy Ltd is an active company incorporated on 22 February 2018 with the registered office located in Mitcheldean, Gloucestershire. Poole Graham Wealth Consultancy Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11219695
Private limited company
Age
7 years
Incorporated 22 February 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 14 March 2025 (6 months ago)
Next confirmation dated 14 March 2026
Due by 28 March 2026 (6 months remaining)
Last change occurred 7 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 3 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Poole Graham Wealth Consultancy Ltd is a financial advisory firm that assists families and business owners in managing their wealth.
Financials
Net Assets, Total Assets & Total Liabilities (2019–2025)
Period Ended
31 Mar 2025
For period 31 Mar ⟶ 31 Mar 2025
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
£158.5K
Decreased by £29.88K (-16%)
Total Liabilities
-£66.14K
Decreased by £438 (-1%)
Net Assets
£92.36K
Decreased by £29.44K (-24%)
Debt Ratio (%)
42%
Increased by 6.39% (+18%)
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Repayment History
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