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Ballantine Wealth Management Limited

Ballantine Wealth Management Limited is an active company incorporated on 22 June 2018 with the registered office located in Taunton, Somerset. Ballantine Wealth Management Limited was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11428358
Private limited company
Age
7 years
Incorporated 22 June 2018
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 21 June 2025 (7 months ago)
Next confirmation dated 21 June 2026
Due by 5 July 2026 (4 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (10 months remaining)
Contact
Address
Suite 106 Viney Court
Viney Street
Taunton
Somerset
TA1 3FB
England
Address changed on 22 Jul 2024 (1 year 6 months ago)
Previous address was East Reach House C/O Walpole Dunn East Reach Taunton Somerset TA1 3EN England
Telephone
01460 208448
Email
Unreported
People
Officers
4
Shareholders
6
Controllers (PSC)
1
Director • PSC • British • Lives in England • Born in Jan 1984
Director • Financial Adviser • British • Lives in England • Born in Mar 1987
Director • Chartered Financial Planner • British • Lives in England • Born in Jan 1989
Shareholders, PSCs & Group Structure
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Mutual Companies
Somerset Estate Planning Limited
Leighton John Ballantine is a mutual person.
Active
Britton Associates Wealth Management Ltd
David James Ballantine and Leighton John Ballantine are mutual people.
Dissolved
Financials
Net Assets, Total Assets & Total Liabilities (2019–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£203.91K
Increased by £96.43K (+90%)
Turnover
Unreported
Same as previous period
Employees
9
Increased by 2 (+29%)
Total Assets
£1.61M
Decreased by £61.53K (-4%)
Total Liabilities
-£1.42M
Decreased by £142.44K (-9%)
Net Assets
£198.17K
Increased by £80.91K (+69%)
Debt Ratio (%)
88%
Decreased by 5.28% (-6%)
Latest Activity
Full Accounts Submitted
2 Months Ago on 16 Dec 2025
Confirmation Submitted
7 Months Ago on 3 Jul 2025
Full Accounts Submitted
1 Year 2 Months Ago on 2 Dec 2024
Mr Leighton John Ballantine (PSC) Details Changed
1 Year 3 Months Ago on 21 Oct 2024
Mrs Tiffany Laura Britton Appointed
1 Year 3 Months Ago on 21 Oct 2024
Mr Thomas Christopher Britton Appointed
1 Year 3 Months Ago on 21 Oct 2024
Mr David James Ballantine Appointed
1 Year 3 Months Ago on 18 Oct 2024
Registered Address Changed
1 Year 6 Months Ago on 22 Jul 2024
Confirmation Submitted
1 Year 7 Months Ago on 24 Jun 2024
Micro Accounts Submitted
2 Years 1 Month Ago on 20 Dec 2023
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 16 Dec 2025
Submitted on 16 Dec 2025
Confirmation statement made on 21 June 2025 with updates
Submitted on 3 Jul 2025
Change of details for Mr Leighton John Ballantine as a person with significant control on 21 October 2024
Submitted on 21 Jan 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 2 Dec 2024
Resolutions
Submitted on 18 Nov 2024
Memorandum and Articles of Association
Submitted on 18 Nov 2024
Resolutions
Submitted on 18 Nov 2024
Resolutions
Submitted on 18 Nov 2024
Resolutions
Submitted on 18 Nov 2024
Repayment History
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