AMG Wealth Management Ltd
AMG Wealth Management Ltd is an active company incorporated on 1 June 2021 with the registered office located in Derby, Derbyshire. AMG Wealth Management Ltd was registered 4 years ago.
Status
Active
Active since incorporation
Company No
13430983
Private limited company
Age
4 years
Incorporated 1 June 2021
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 1 June 2025 (5 months ago)
Next confirmation dated 1 June 2026
Due by 15 June 2026 (7 months remaining)
Last change occurred 2 years 5 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Karina Jane Basterfield, Philip Basterfield, and 1 more are mutual people.
Active
Brands
AMG Wealth Management is a chartered financial planning practice based in Derby, specialising in intergenerational wealth management.
Financials
Net Assets, Total Assets & Total Liabilities (2021–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£555.7K
Decreased by £258.8K (-32%)
Turnover
Unreported
Same as previous period
Employees
11
Same as previous period
Total Assets
£5.84M
Decreased by £15.52K (-0%)
Total Liabilities
-£1.87M
Decreased by £182.81K (-9%)
Net Assets
£3.97M
Increased by £167.29K (+4%)
Debt Ratio (%)
32%
Decreased by 3.04% (-9%)
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Repayment History
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