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Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP is an active company incorporated on 14 March 2016 with the registered office located in Cheltenham, Gloucestershire. Pinnacle Wealth Management LLP was registered 9 years ago.
Status
Active
Active since incorporation
Company No
OC407250
Limited liability partnership
Age
9 years
Incorporated 14 March 2016
Size
Unreported
Confirmation
Submitted
Dated 13 March 2025 (6 months ago)
Next confirmation dated 13 March 2026
Due by 27 March 2026 (6 months remaining)
Last change occurred 8 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
Midway House Herrick Way
Staverton
Cheltenham
GL51 6TQ
England
Address changed on 26 Jun 2024 (1 year 2 months ago)
Previous address was Level 4 Level 4 40 Bank Street London E14 5NR England
Telephone
02077448553
Email
Unreported
People
Officers
2
Shareholders
-
Controllers (PSC)
2
Lives in England • Born in Mar 1980
Lives in England • Born in Nov 1973
Mr Farid David Shawish
PSC • Australian • Lives in England • Born in Mar 1980
Mr Craig James Hodgins
PSC • British • Lives in England • Born in Nov 1973
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Pinnacle Wealth Management LLP
Pinnacle Wealth Management LLP is a UK wealth advisory firm established in 2013.
Financials
Net Assets, Total Assets & Total Liabilities (2017–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£157.34K
Decreased by £594K (-79%)
Turnover
Unreported
Same as previous period
Employees
52
Increased by 3 (+6%)
Total Assets
£6.99M
Decreased by £1.26M (-15%)
Total Liabilities
-£4.96M
Decreased by £493.54K (-9%)
Net Assets
£2.03M
Decreased by £762.98K (-27%)
Debt Ratio (%)
71%
Increased by 4.83% (+7%)
Latest Activity
Confirmation Submitted
6 Months Ago on 13 Mar 2025
Full Accounts Submitted
9 Months Ago on 2 Dec 2024
Registered Address Changed
1 Year 2 Months Ago on 26 Jun 2024
Registered Address Changed
1 Year 2 Months Ago on 12 Jun 2024
Confirmation Submitted
1 Year 5 Months Ago on 14 Mar 2024
Full Accounts Submitted
1 Year 8 Months Ago on 20 Dec 2023
Confirmation Submitted
2 Years 6 Months Ago on 14 Mar 2023
Full Accounts Submitted
2 Years 8 Months Ago on 23 Dec 2022
Confirmation Submitted
3 Years Ago on 17 Mar 2022
Full Accounts Submitted
3 Years Ago on 20 Dec 2021
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Documents
Confirmation statement made on 13 March 2025 with no updates
Submitted on 13 Mar 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 2 Dec 2024
Registered office address changed from Level 4 Level 4 40 Bank Street London E14 5NR England to Midway House Herrick Way Staverton Cheltenham GL51 6TQ on 26 June 2024
Submitted on 26 Jun 2024
Registered office address changed from 1 Canada Square Level 29 One Canada Square London E14 5AB England to Level 4 Level 4 40 Bank Street London E14 5NR on 12 June 2024
Submitted on 12 Jun 2024
Confirmation statement made on 13 March 2024 with no updates
Submitted on 14 Mar 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 20 Dec 2023
Confirmation statement made on 13 March 2023 with no updates
Submitted on 14 Mar 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 23 Dec 2022
Confirmation statement made on 13 March 2022 with no updates
Submitted on 17 Mar 2022
Total exemption full accounts made up to 31 March 2021
Submitted on 20 Dec 2021
Repayment History
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