Paul Morgan And Associates Wealth Management Ltd
Paul Morgan And Associates Wealth Management Ltd is an active company incorporated on 21 August 2018 with the registered office located in Truro, Cornwall. Paul Morgan And Associates Wealth Management Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11529190
Private limited company
Age
7 years
Incorporated 21 August 2018
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Due Soon
Dated 15 November 2024 (11 months ago)
Next confirmation dated 15 November 2025
Due by 29 November 2025 (22 days remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Sep ⟶ 31 Aug 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 August 2025
Due by 31 May 2026 (6 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Paul Morgan & Associates Wealth Management Limited is a financial advisory firm that provides wealth management strategies to clients.
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
31 Aug 2024
For period 31 Aug ⟶ 31 Aug 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
7
Same as previous period
Total Assets
£146.51K
Increased by £76.21K (+108%)
Total Liabilities
-£146.22K
Increased by £55.24K (+61%)
Net Assets
£295
Increased by £20.97K (-101%)
Debt Ratio (%)
100%
Decreased by 29.61% (-23%)
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Repayment History
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