Realise Wealth Management Limited
Realise Wealth Management Limited is an active company incorporated on 1 June 2021 with the registered office located in Sunbury-on-Thames, Surrey. Realise Wealth Management Limited was registered 4 years ago.
Status
Active
Active since incorporation
Company No
13433023
Private limited company
Age
4 years
Incorporated 1 June 2021
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 7 June 2025 (4 months ago)
Next confirmation dated 7 June 2026
Due by 21 June 2026 (7 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jul ⟶ 30 Jun 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 June 2025
Due by 31 March 2026 (4 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Realise Wealth Management is an independent financial advisory firm that provides financial planning services tailored to individual financial goals.
Financials
Net Assets, Total Assets & Total Liabilities (2022–2024)
Period Ended
30 Jun 2024
For period 30 Jun ⟶ 30 Jun 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
1
Same as previous period
Total Assets
£41.37K
Increased by £33.13K (+402%)
Total Liabilities
-£36.74K
Increased by £28.95K (+371%)
Net Assets
£4.62K
Increased by £4.19K (+958%)
Debt Ratio (%)
89%
Decreased by 5.87% (-6%)
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Repayment History
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