Partners Wealth Management LLP
Partners Wealth Management LLP is an active company incorporated on 24 April 2004 with the registered office located in London, City of London. Partners Wealth Management LLP was registered 21 years ago.
Status
Active
Active since incorporation
Company No
OC307751
Limited liability partnership
Age
21 years
Incorporated 24 April 2004
Size
Medium
Turnover is under £54M
Under 250 employees
Confirmation
Submitted
Dated 2 June 2025 (4 months ago)
Next confirmation dated 2 June 2026
Due by 16 June 2026 (7 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is 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
Timothy Clive Davies and James Welch Roberts are mutual people.
Active
Mr James Major Gale is a mutual person.
Active
Georgina Elizabeth Bennett is a mutual person.
Active
Brands
Partners Wealth Management is a financial planning and investment advisory firm established in 2004.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£5.04M
Increased by £1.13M (+29%)
Turnover
£26.5M
Increased by £3.79M (+17%)
Employees
70
Increased by 6 (+9%)
Total Assets
£7.91M
Increased by £1.71M (+28%)
Total Liabilities
-£5.02M
Increased by £1.42M (+39%)
Net Assets
£2.9M
Increased by £291K (+11%)
Debt Ratio (%)
63%
Increased by 5.39% (+9%)
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Repayment History
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