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Copestone Wealth Management Limited

Copestone Wealth Management Limited is an active company incorporated on 28 May 2021 with the registered office located in London, Greater London. Copestone Wealth Management Limited was registered 4 years ago.
Status
Active
Active since incorporation
Company No
13426924
Private limited company
Age
4 years
Incorporated 28 May 2021
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 27 May 2025 (3 months ago)
Next confirmation dated 27 May 2026
Due by 10 June 2026 (9 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
Acre House
11/15 William Road
London
NW1 3ER
United Kingdom
Same address since incorporation
Telephone
020 73887000
Email
Unreported
People
Officers
4
Shareholders
1
Controllers (PSC)
1
Director • Financial Adviser • British • Lives in UK • Born in Sep 1978
Director • Chartered Financial Planner • British • Lives in UK • Born in Nov 1976
Director • Chartered Accountant • British • Lives in England • Born in Apr 1963
Director • Financial Adviser • British • Lives in UK • Born in Feb 1980
Copestone Group Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Copestone Group Limited
Mr Russell Brooks, Mr Alexander James Bessent, and 2 more are mutual people.
Active
Dextra Group Plc
Russell Nathan is a mutual person.
Active
Dexeco Limited
Russell Nathan is a mutual person.
Active
Dextra Lighting Limited
Russell Nathan is a mutual person.
Active
Dextra Services Limited
Russell Nathan is a mutual person.
Active
Dexsor Limited
Russell Nathan is a mutual person.
Active
Dexreco Limited
Russell Nathan is a mutual person.
Active
Dexretail Limited
Russell Nathan is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2022–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£624.56K
Increased by £75.74K (+14%)
Turnover
Unreported
Same as previous period
Employees
11
Increased by 1 (+10%)
Total Assets
£3.12M
Decreased by £270.4K (-8%)
Total Liabilities
-£2.26M
Decreased by £328.88K (-13%)
Net Assets
£852.87K
Increased by £58.48K (+7%)
Debt Ratio (%)
73%
Decreased by 3.91% (-5%)
Latest Activity
Confirmation Submitted
3 Months Ago on 29 May 2025
Full Accounts Submitted
8 Months Ago on 20 Dec 2024
Confirmation Submitted
1 Year 3 Months Ago on 10 Jun 2024
Full Accounts Submitted
1 Year 9 Months Ago on 14 Dec 2023
Confirmation Submitted
2 Years 3 Months Ago on 6 Jun 2023
Mr Alexander James Bessent Details Changed
2 Years 3 Months Ago on 1 Jun 2023
Full Accounts Submitted
2 Years 6 Months Ago on 28 Feb 2023
Accounting Period Shortened
2 Years 9 Months Ago on 29 Nov 2022
Confirmation Submitted
3 Years Ago on 29 Jun 2022
Accounting Period Extended
4 Years Ago on 14 Jun 2021
Get Credit Report
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Documents
Confirmation statement made on 27 May 2025 with no updates
Submitted on 29 May 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 20 Dec 2024
Confirmation statement made on 27 May 2024 with no updates
Submitted on 10 Jun 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 14 Dec 2023
Confirmation statement made on 27 May 2023 with no updates
Submitted on 6 Jun 2023
Director's details changed for Mr Alexander James Bessent on 1 June 2023
Submitted on 5 Jun 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 28 Feb 2023
Previous accounting period shortened from 31 July 2022 to 31 March 2022
Submitted on 29 Nov 2022
Confirmation statement made on 27 May 2022 with updates
Submitted on 29 Jun 2022
Current accounting period extended from 31 May 2022 to 31 July 2022
Submitted on 14 Jun 2021
Repayment History
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