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GM Wealth Management Ltd

GM Wealth Management Ltd is an active company incorporated on 19 July 2019 with the registered office located in Wrexham, Clwyd. GM Wealth Management Ltd was registered 6 years ago.
Status
Active
Active since incorporation
Company No
12113944
Private limited company
Age
6 years
Incorporated 19 July 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 18 July 2025 (3 months ago)
Next confirmation dated 18 July 2026
Due by 1 August 2026 (9 months remaining)
Last change occurred 2 years 3 months ago
Accounts
Submitted
For period 1 Aug31 Jul 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 July 2025
Due by 30 April 2026 (6 months remaining)
Address
63 Regent Street
Wrexham
LL11 1PF
Wales
Address changed on 23 Nov 2021 (3 years ago)
Previous address was The Regent Offices 67 Regent Street Wrexham Wales LL11 1PF
Telephone
01978 788876
Email
Unreported
People
Officers
2
Shareholders
3
Controllers (PSC)
1
PSC • Director • British • Lives in Wales • Born in Aug 1965 • Financial Advisor
Director • British • Lives in Wales • Born in Jun 1982
Shareholders, PSCs & Group Structure
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Mutual Companies
GM Estate Planning Ltd
Gary McMorran and Mr Gareth Wright are mutual people.
Active
Brands
GM Wealth Management
GM Wealth Management is a family-run firm that provides financial advice, being part of the Quilter Financial Planning network.
Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
31 Jul 2024
For period 31 Jul31 Jul 2024
Traded for 12 months
Cash in Bank
£17.49K
Decreased by £31.87K (-65%)
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£185.48K
Increased by £80.1K (+76%)
Total Liabilities
-£157.73K
Increased by £85.69K (+119%)
Net Assets
£27.75K
Decreased by £5.59K (-17%)
Debt Ratio (%)
85%
Increased by 16.67% (+24%)
Latest Activity
Confirmation Submitted
2 Months Ago on 11 Aug 2025
Full Accounts Submitted
10 Months Ago on 16 Dec 2024
Confirmation Submitted
1 Year 3 Months Ago on 26 Jul 2024
Full Accounts Submitted
1 Year 9 Months Ago on 8 Jan 2024
Confirmation Submitted
2 Years 3 Months Ago on 20 Jul 2023
Mr Gareth Wright Appointed
2 Years 5 Months Ago on 2 May 2023
Gareth Wright Resigned
2 Years 7 Months Ago on 3 Mar 2023
Mr Gareth Wright Appointed
2 Years 9 Months Ago on 31 Jan 2023
Mr Gary Mcmorran Details Changed
2 Years 11 Months Ago on 1 Dec 2022
Micro Accounts Submitted
2 Years 11 Months Ago on 1 Dec 2022
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Documents
Confirmation statement made on 18 July 2025 with no updates
Submitted on 11 Aug 2025
Total exemption full accounts made up to 31 July 2024
Submitted on 16 Dec 2024
Confirmation statement made on 18 July 2024 with no updates
Submitted on 26 Jul 2024
Total exemption full accounts made up to 31 July 2023
Submitted on 8 Jan 2024
Confirmation statement made on 18 July 2023 with updates
Submitted on 20 Jul 2023
Appointment of Mr Gareth Wright as a director on 2 May 2023
Submitted on 2 May 2023
Termination of appointment of Gareth Wright as a director on 3 March 2023
Submitted on 3 Mar 2023
Change of share class name or designation
Submitted on 6 Feb 2023
Appointment of Mr Gareth Wright as a director on 31 January 2023
Submitted on 31 Jan 2023
Change of details for Mr Gary Mcmorran as a person with significant control on 1 December 2022
Submitted on 1 Dec 2022
Repayment History
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