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Connectus Wealth Management Limited

Connectus Wealth Management Limited is an active company incorporated on 16 November 2020 with the registered office located in Altrincham, Greater Manchester. Connectus Wealth Management Limited was registered 4 years ago.
Status
Active
Active since incorporation
Company No
13024377
Private limited company
Age
4 years
Incorporated 16 November 2020
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Due Soon
Dated 14 November 2024 (11 months ago)
Next confirmation dated 14 November 2025
Due by 28 November 2025 (26 days remaining)
Last change occurred 11 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Small
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
Foundation House
Scott Drive
Altrincham
Cheshire
WA15 8AB
United Kingdom
Same address since incorporation
Telephone
0161 9277222
Email
Unreported
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • Associate General Counsel, Senior Vice P • American • Lives in United States • Born in Oct 1976
Director • British • Lives in UK • Born in May 1969
Director • British • Lives in England • Born in Aug 1961
Director • Chartered Accountant • British • Lives in England • Born in Jul 1951
Greystone Financial Services (Holdings) Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Greystone Financial Services Limited
Keith Horner and Neil Alexander are mutual people.
Active
Greystone Wealth Management Limited
Keith Horner and Neil Alexander are mutual people.
Active
Greystone Financial Services (Holdings) Limited
Keith Horner and Neil Alexander are mutual people.
Active
Foundation Investment Management Limited
Keith Horner and Neil Alexander are mutual people.
Active
HLB Financial Services Limited
Neil Alexander is a mutual person.
Active
KH Accounting Services Limited
Keith Horner is a mutual person.
Active
Foundation House Financial Management Limited
Neil Alexander is a mutual person.
Active
Connectus Wealth Limited
Andrew Edward Waldren is a mutual person.
Active
Brands
Watterson Financial Planning
Watterson Financial Planning provides financial advice and investment solutions to clients.
Financials
Net Assets, Total Assets & Total Liabilities (2021–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£349.66K
Increased by £213.23K (+156%)
Turnover
Unreported
Same as previous period
Employees
9
Increased by 3 (+50%)
Total Assets
£2.77M
Decreased by £329.53K (-11%)
Total Liabilities
-£100.48K
Decreased by £109.36K (-52%)
Net Assets
£2.67M
Decreased by £220.17K (-8%)
Debt Ratio (%)
4%
Decreased by 3.14% (-46%)
Latest Activity
Small Accounts Submitted
1 Month Ago on 27 Sep 2025
Confirmation Submitted
11 Months Ago on 14 Nov 2024
Greystone Financial Services (Holdings) Limited (PSC) Appointed
1 Year 1 Month Ago on 1 Oct 2024
Andrew Edward Waldren Resigned
1 Year 1 Month Ago on 1 Oct 2024
Adam Karasik Resigned
1 Year 1 Month Ago on 1 Oct 2024
Mr Neil Alexander Appointed
1 Year 1 Month Ago on 1 Oct 2024
Mr Keith Horner Appointed
1 Year 1 Month Ago on 1 Oct 2024
Connectus Wealth Group Limited (PSC) Resigned
1 Year 1 Month Ago on 30 Sep 2024
Small Accounts Submitted
1 Year 2 Months Ago on 7 Aug 2024
Confirmation Submitted
1 Year 11 Months Ago on 17 Nov 2023
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Documents
Accounts for a small company made up to 31 December 2024
Submitted on 27 Sep 2025
Cessation of Connectus Wealth Group Limited as a person with significant control on 30 September 2024
Submitted on 14 Nov 2024
Confirmation statement made on 14 November 2024 with updates
Submitted on 14 Nov 2024
Notification of Greystone Financial Services (Holdings) Limited as a person with significant control on 1 October 2024
Submitted on 14 Nov 2024
Termination of appointment of Andrew Edward Waldren as a director on 1 October 2024
Submitted on 4 Oct 2024
Appointment of Mr Keith Horner as a director on 1 October 2024
Submitted on 4 Oct 2024
Appointment of Mr Neil Alexander as a director on 1 October 2024
Submitted on 4 Oct 2024
Termination of appointment of Adam Karasik as a director on 1 October 2024
Submitted on 4 Oct 2024
Accounts for a small company made up to 31 December 2023
Submitted on 7 Aug 2024
Confirmation statement made on 15 November 2023 with no updates
Submitted on 17 Nov 2023
Repayment History
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