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Scottish Widows Schroder Personal Wealth Limited

Scottish Widows Schroder Personal Wealth Limited is an active company incorporated on 11 December 2018 with the registered office located in London, City of London. Scottish Widows Schroder Personal Wealth Limited was registered 6 years ago.
Status
Active
Active since incorporation
Company No
11722983
Private limited company
Age
6 years
Incorporated 11 December 2018
Size
Large
Turnover is over £54M
Balance sheet is over £27M
Over 250 employees
Confirmation
Submitted
Dated 19 December 2024 (8 months ago)
Next confirmation dated 19 December 2025
Due by 2 January 2026 (3 months remaining)
Last change occurred 3 years ago
Accounts
Due Soon
For period 1 Jan31 Dec 2023 (12 months)
Accounts type is Full
Next accounts for period 31 December 2024
Due by 30 September 2025 (22 days remaining)
Contact
Address
25 Gresham Street
London
EC2V 7HN
United Kingdom
Same address since incorporation
Telephone
0808 1092071
Email
Unreported
Website
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in UK • Born in Oct 1971
Director • British • Lives in UK • Born in Dec 1963
Director • British • Lives in UK • Born in Jul 1975
Director • British • Lives in UK • Born in Apr 1974
Director • British • Lives in UK • Born in Aug 1973
Shareholders, PSCs & Group Structure
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Mutual Companies
Scottish Widows Schroder Wealth Holdings Limited
Joel Charles Ripley, Mark Duckworth, and 1 more are mutual people.
Active
Scottish Widows Schroder Personal Wealth (Acd) Limited
Joel Charles Ripley and Dena Jane Brumpton are mutual people.
Active
North Star Financial Advice Ltd
Mark Duckworth is a mutual person.
Active
North Star Financial Planning Ltd
Mark Duckworth is a mutual person.
Active
Feather Wills & Estate Planning Limited
Mark Duckworth is a mutual person.
Active
Brands
Schroders Personal Wealth
Schroders Personal Wealth offers financial planning solutions that include retirement planning, investment management, tax optimisation strategies, and estate planning..
Financials
Net Assets, Total Assets & Total Liabilities (2019–2023)
Period Ended
31 Dec 2023
For period 31 Dec31 Dec 2023
Traded for 12 months
Cash in Bank
£45.42M
Decreased by £5.3M (-10%)
Turnover
£100.62M
Increased by £394K (0%)
Employees
885
Increased by 92 (+12%)
Total Assets
£84.4M
Decreased by £10.74M (-11%)
Total Liabilities
-£32.2M
Decreased by £1.09M (-3%)
Net Assets
£52.21M
Decreased by £9.65M (-16%)
Debt Ratio (%)
38%
Increased by 3.16% (+9%)
Latest Activity
Confirmation Submitted
8 Months Ago on 24 Dec 2024
Mr Rupert Dickinson Details Changed
11 Months Ago on 24 Sep 2024
Mrs Dena Jane Brumpton Details Changed
11 Months Ago on 24 Sep 2024
Mr Ben Waterhouse Details Changed
11 Months Ago on 24 Sep 2024
Mr Mark Duckworth Details Changed
11 Months Ago on 24 Sep 2024
Full Accounts Submitted
1 Year Ago on 3 Sep 2024
Confirmation Submitted
1 Year 8 Months Ago on 19 Dec 2023
Full Accounts Submitted
1 Year 11 Months Ago on 5 Oct 2023
Mr Joel Charles Ripley Details Changed
2 Years 6 Months Ago on 28 Feb 2023
Mr Rupert Dickinson Details Changed
2 Years 6 Months Ago on 24 Feb 2023
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Documents
Confirmation statement made on 19 December 2024 with no updates
Submitted on 24 Dec 2024
Director's details changed for Mr Rupert Dickinson on 24 September 2024
Submitted on 30 Sep 2024
Director's details changed for Mr Mark Duckworth on 24 September 2024
Submitted on 27 Sep 2024
Director's details changed for Mr Ben Waterhouse on 24 September 2024
Submitted on 27 Sep 2024
Director's details changed for Mrs Dena Jane Brumpton on 24 September 2024
Submitted on 27 Sep 2024
Full accounts made up to 31 December 2023
Submitted on 3 Sep 2024
Confirmation statement made on 19 December 2023 with no updates
Submitted on 19 Dec 2023
Full accounts made up to 31 December 2022
Submitted on 5 Oct 2023
Director's details changed for Mr Joel Charles Ripley on 28 February 2023
Submitted on 1 Mar 2023
Director's details changed for Mr Rupert Dickinson on 24 February 2023
Submitted on 1 Mar 2023
Repayment History
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