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Apex Financial Services & Wealth Management Ltd

Apex Financial Services & Wealth Management Ltd is an active company incorporated on 25 January 2021 with the registered office located in Maidenhead, Berkshire. Apex Financial Services & Wealth Management Ltd was registered 4 years ago.
Status
Active
Active since incorporation
Company No
13153437
Private limited company
Age
4 years
Incorporated 25 January 2021
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 15 January 2025 (7 months ago)
Next confirmation dated 15 January 2026
Due by 29 January 2026 (4 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Feb31 Jan 2025 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 January 2026
Due by 31 October 2026 (1 year 1 month remaining)
Contact
Address
C/O Wilson Partners Limited Tor
Saint-Cloud Way
Maidenhead
Berkshire
SL6 8BN
England
Address changed on 5 Sep 2023 (2 years ago)
Previous address was 5a Frascati Way Maidenhead Berkshire SL6 4UY England
Telephone
07766 314310
Email
Unreported
Website
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • British • Lives in Wales • Born in Oct 1990
Director • Financial Adviser • British • Lives in Wales • Born in Sep 1988
Mr Matthew Alan Jones
PSC • British • Lives in Wales • Born in Sep 1988
Mrs Hannah Amelia Jones
PSC • British • Lives in Wales • Born in Oct 1990
Shareholders, PSCs & Group Structure
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Mutual Companies
Axis Financial Planning Limited
Matthew Alan Jones is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2022–2025)
Period Ended
31 Jan 2025
For period 31 Jan31 Jan 2025
Traded for 12 months
Cash in Bank
£27.19K
Increased by £24K (+752%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£1.29M
Decreased by £127.68K (-9%)
Total Liabilities
-£566.04K
Decreased by £217.59K (-28%)
Net Assets
£723.54K
Increased by £89.91K (+14%)
Debt Ratio (%)
44%
Decreased by 11.4% (-21%)
Latest Activity
Full Accounts Submitted
3 Months Ago on 20 May 2025
Confirmation Submitted
7 Months Ago on 15 Jan 2025
Mr Matthew Alan Jones (PSC) Details Changed
7 Months Ago on 10 Jan 2025
Mr Matthew Alan Jones Details Changed
7 Months Ago on 10 Jan 2025
Mrs Hannah Amelia Jones Details Changed
7 Months Ago on 10 Jan 2025
Mrs Hannah Amelia Jones (PSC) Details Changed
7 Months Ago on 10 Jan 2025
Full Accounts Submitted
1 Year 3 Months Ago on 14 May 2024
Confirmation Submitted
1 Year 6 Months Ago on 13 Feb 2024
Full Accounts Submitted
1 Year 7 Months Ago on 18 Jan 2024
Mr Matthew Alan Jones (PSC) Details Changed
3 Years Ago on 1 Dec 2021
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Documents
Total exemption full accounts made up to 31 January 2025
Submitted on 20 May 2025
Confirmation statement made on 15 January 2025 with updates
Submitted on 15 Jan 2025
Change of details for Mrs Hannah Amelia Jones as a person with significant control on 10 January 2025
Submitted on 14 Jan 2025
Director's details changed for Mrs Hannah Amelia Jones on 10 January 2025
Submitted on 14 Jan 2025
Director's details changed for Mr Matthew Alan Jones on 10 January 2025
Submitted on 14 Jan 2025
Change of details for Mr Matthew Alan Jones as a person with significant control on 10 January 2025
Submitted on 14 Jan 2025
Total exemption full accounts made up to 31 January 2024
Submitted on 14 May 2024
Change of details for Mr Matthew Alan Jones as a person with significant control on 1 December 2021
Submitted on 13 Feb 2024
Confirmation statement made on 24 January 2024 with no updates
Submitted on 13 Feb 2024
Total exemption full accounts made up to 31 January 2023
Submitted on 18 Jan 2024
Repayment History
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