First Wealth (London) Limited
First Wealth (London) Limited is an active company incorporated on 3 May 2018 with the registered office located in London, Greater London. First Wealth (London) Limited was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11343740
Private limited company
Age
7 years
Incorporated 3 May 2018
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 5 June 2025 (3 months ago)
Next confirmation dated 5 June 2026
Due by 19 June 2026 (9 months remaining)
Last change occurred 1 month ago
Accounts
Submitted
For period 1 Oct ⟶ 30 Sep 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Robert Matthew Caplan, Anthony James Villis, and 1 more are mutual people.
Active
Brands
First Wealth is a financial planning and wealth management firm that creates financial plans aligned with clients' life goals and values..
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
30 Sep 2024
For period 30 Sep ⟶ 30 Sep 2024
Traded for 12 months
Cash in Bank
£697.04K
Increased by £612.25K (+722%)
Turnover
Unreported
Same as previous period
Employees
25
Increased by 1 (+4%)
Total Assets
£4.79M
Decreased by £137.78K (-3%)
Total Liabilities
-£1.51M
Decreased by £396.6K (-21%)
Net Assets
£3.27M
Increased by £258.82K (+9%)
Debt Ratio (%)
32%
Decreased by 7.17% (-18%)
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Repayment History
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