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Legacy Wealth Management Limited

Legacy Wealth Management Limited is an active company incorporated on 1 December 2014 with the registered office located in Belfast, County Antrim. Legacy Wealth Management Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
NI628117
Private limited company
Northern Ireland Company
Age
10 years
Incorporated 1 December 2014
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 1 December 2024 (9 months ago)
Next confirmation dated 1 December 2025
Due by 15 December 2025 (3 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Contact
Address
BT1 4JB
15 -17 Chichester Street
Belfast
BT1 4JB
Northern Ireland
Address changed on 17 Oct 2022 (2 years 10 months ago)
Previous address was PO Box BT1 4JB 15 - 17 Chichester Street 15 - 17 Chichester Street Belfast BT1 4JB Northern Ireland
Telephone
02890454300
Email
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
1
Director • PSC • Managing Director • British • Lives in Northern Ireland • Born in Nov 1971
Director • British • Lives in Northern Ireland • Born in Mar 1975
Shareholders, PSCs & Group Structure
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Mutual Companies
Legacy Wealth Management Holdings Ltd
Miss Gillian Margaret Rea is a mutual person.
Active
Brands
Legacy Wealth Management
Legacy offers financial planning services that are independent and tailored to individual client needs.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£997.2K
Increased by £198.5K (+25%)
Turnover
Unreported
Same as previous period
Employees
30
Same as previous period
Total Assets
£1.28M
Increased by £152.96K (+14%)
Total Liabilities
-£603.81K
Increased by £31.23K (+5%)
Net Assets
£679.73K
Increased by £121.73K (+22%)
Debt Ratio (%)
47%
Decreased by 3.6% (-7%)
Latest Activity
Full Accounts Submitted
8 Days Ago on 2 Sep 2025
Confirmation Submitted
9 Months Ago on 11 Dec 2024
Full Accounts Submitted
1 Year 2 Months Ago on 5 Jul 2024
Confirmation Submitted
1 Year 9 Months Ago on 6 Dec 2023
Full Accounts Submitted
1 Year 10 Months Ago on 17 Oct 2023
Full Accounts Submitted
2 Years 8 Months Ago on 22 Dec 2022
Confirmation Submitted
2 Years 9 Months Ago on 5 Dec 2022
Miss Gillian Margaret Rea Details Changed
2 Years 9 Months Ago on 1 Dec 2022
Mr Keith John Liggett Details Changed
2 Years 9 Months Ago on 1 Dec 2022
Registered Address Changed
2 Years 10 Months Ago on 17 Oct 2022
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 2 Sep 2025
Confirmation statement made on 1 December 2024 with no updates
Submitted on 11 Dec 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 5 Jul 2024
Confirmation statement made on 1 December 2023 with no updates
Submitted on 6 Dec 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 17 Oct 2023
Total exemption full accounts made up to 31 December 2021
Submitted on 22 Dec 2022
Director's details changed for Mr Keith John Liggett on 1 December 2022
Submitted on 5 Dec 2022
Director's details changed for Miss Gillian Margaret Rea on 1 December 2022
Submitted on 5 Dec 2022
Confirmation statement made on 1 December 2022 with no updates
Submitted on 5 Dec 2022
Registered office address changed from PO Box BT1 4JB 15 - 17 Chichester Street 15 - 17 Chichester Street Belfast BT1 4JB Northern Ireland to PO Box BT1 4JB 15 -17 Chichester Street Belfast BT1 4JB on 17 October 2022
Submitted on 17 Oct 2022
Repayment History
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