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Adam & Company Investment Management Limited

Adam & Company Investment Management Limited is an active company incorporated on 4 December 1986 with the registered office located in Edinburgh, City of Edinburgh. Adam & Company Investment Management Limited was registered 38 years ago.
Status
Active
Active since incorporation
Company No
SC102144
Private limited company
Scottish Company
Age
38 years
Incorporated 4 December 1986
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Due Soon
Dated 2 November 2024 (11 months ago)
Next confirmation dated 2 November 2025
Due by 16 November 2025 (24 days remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (2 months remaining)
Learn more about Adam & Company Investment Management Limited
Contact Update Details
Address
40 Princes Street
Edinburgh
EH2 2BY
Scotland
Same address for the past 4 years
Telephone
01312258484
Email
Available in Endole App
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People
Officers
4
Shareholders
1
Controllers (PSC)
1
David Esfandi
Director • Ceo • British • Lives in England • Born in Aug 1978
Stephen Leigh Massey
Director • Chairman • British • Lives in UK • Born in Sep 1957
Jill Patricia McAleenan
Director • Non-Executive Director • British • Lives in England • Born in Dec 1950
Graham Storrie
Director • Managing Director • British • Lives in Scotland • Born in Jan 1960
Canaccord Genuity Wealth Limited
PSC
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Canaccord Genuity Asset Management Limited
Stephen Leigh Massey, David Esfandi, and 1 more are mutual people.
Active
Punter Southall Wealth Limited
Stephen Leigh Massey, David Esfandi, and 1 more are mutual people.
Active
CG Wealth Planning Limited
Stephen Leigh Massey, David Esfandi, and 1 more are mutual people.
Active
Canaccord Genuity Financial Planning Limited
Stephen Leigh Massey and Jill Patricia McAleenan are mutual people.
Active
Canaccord Genuity Wealth Limited
Stephen Leigh Massey and Jill Patricia McAleenan are mutual people.
Active
Canaccord Genuity Wealth Group Limited
Stephen Leigh Massey and Jill Patricia McAleenan are mutual people.
Active
Cantab Asset Management Limited
David Esfandi and Jill Patricia McAleenan are mutual people.
Active
Canaccord Genuity Wealth Group Holdings (Jersey) Limited
Stephen Leigh Massey and David Esfandi are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£182K
Decreased by £851K (-82%)
Turnover
Unreported
Decreased by £10.74M (-100%)
Employees
Unreported
Decreased by 2 (-100%)
Total Assets
£2.09M
Decreased by £7.19M (-77%)
Total Liabilities
£0
Decreased by £2.81M (-100%)
Net Assets
£2.09M
Decreased by £4.38M (-68%)
Debt Ratio (%)
0%
Decreased by 30.24% (-100%)
See 10 Year Full Financials
Latest Activity
Graham Storrie Resigned
4 Months Ago on 12 Jun 2025
Full Accounts Submitted
9 Months Ago on 31 Dec 2024
Confirmation Submitted
11 Months Ago on 4 Nov 2024
Full Accounts Submitted
1 Year 10 Months Ago on 21 Dec 2023
Confirmation Submitted
1 Year 11 Months Ago on 2 Nov 2023
Full Accounts Submitted
2 Years 11 Months Ago on 18 Nov 2022
Confirmation Submitted
2 Years 11 Months Ago on 14 Nov 2022
Canaccord Genuity Wealth Limited (PSC) Details Changed
3 Years Ago on 1 Mar 2022
Mrs Jill Patricia Mcaleenan Appointed
3 Years Ago on 31 Jan 2022
Confirmation Submitted
3 Years Ago on 2 Nov 2021
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Documents
Termination of appointment of Graham Storrie as a director on 12 June 2025
Submitted on 17 Jun 2025
Statement of capital on 28 February 2025
Submitted on 28 Feb 2025
Resolutions
Submitted on 20 Feb 2025
Solvency Statement dated 18/02/25
Submitted on 20 Feb 2025
Statement by Directors
Submitted on 20 Feb 2025
Full accounts made up to 31 March 2024
Submitted on 31 Dec 2024
Confirmation statement made on 2 November 2024 with no updates
Submitted on 4 Nov 2024
Full accounts made up to 31 March 2023
Submitted on 21 Dec 2023
Confirmation statement made on 2 November 2023 with no updates
Submitted on 2 Nov 2023
Change of details for Canaccord Genuity Wealth Limited as a person with significant control on 1 March 2022
Submitted on 8 Dec 2022
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Repayment History
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